How Kellie Parks used workflow checklists to scale her firm
Accounting Flow Podcast
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Evolving Workflows: From Checklists to Dynamic Systems
This chapter explores the contrast between rigid checklists and adaptable workflows, advocating for a shift in mindset towards more dynamic task management. It emphasizes the role of structured checklists in streamlining processes for accounting firms while ensuring consistency and quality in client interactions. Additionally, the discussion highlights the importance of leveraging technology and continuous improvement to enhance workflow and scalability.
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Transcript
