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How this firm documented their processes with checklists

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Manage episode 425911912 series 3582774
Content provided by Financial Cents. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Cents or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

Meet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients.

In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it.

Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

  continue reading

51 episodes

Artwork
iconShare
 
Manage episode 425911912 series 3582774
Content provided by Financial Cents. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Cents or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

Meet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients.

In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it.

Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

  continue reading

51 episodes

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