Accounting Flow Podcast How this firm documented their processes with checklists
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Jan 4, 2023 Peter Pullick, the owner of Pathway, runs a small accounting firm serving over 300 clients. He dives into the power of checklists, sharing how they streamline workflows and reduce anxiety. Listeners learn about creating effective, categorized checklists to improve accountability and organization. Peter also emphasizes the importance of simplicity, noting that uncomplicated checklists foster better client relationships. Additionally, he touches on the role of tenacity in accounting and the value of community support during busy seasons.
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First Checklist Taped To The Computer
- Peter created his first checklist and taped it to his computer to capture daily tasks.
- He iterated on it by adding and removing items until it worked.
Daily Contact Checks Captured Leads
- Daily contact-form checks revealed unexpected leads and captured multiple inquiries.
- The firm responded and won clients who had submitted many forms elsewhere.
Use Checklists To Scale And Onboard
- Use checklists so new hires follow exact steps and prevent mistakes as you scale.
- This preserves quality when owners can't do every client task themselves.
