Peter Pullick

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.