Accounting Flow Podcast

How this firm documented their processes with checklists

January 03, 2023
Accounting Flow Podcast
How this firm documented their processes with checklists
Show Notes

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.