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How to Create Optimized Checklists to Streamline Workflows and Scale Your Firm

HOW TO CREATE OPTIMIZED CHECKLISTS TO STREAMLINE WORKFLOWS AND SCALE YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 30, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

One of the biggest challenges accounting firm owners face when growing their firms is getting their accounting workflows under control. At some point, you have to hire new employees and delegate the work to them so you can take on more clients and continue to grow your firm. However, hiring new employees creates a whole new set of challenges. These challenges can include having to spend months training your new employees on how to do client work, follow-up assistance after training, mistakes made due to being new, suffering work quality which can cause you to lose clients, and losing visibility; things slip through the cracks, and deadlines are missed.

Streamlining your accounting workflows with checklists allows you to overcome these challenges easily. In this session, you will learn how to quickly streamline your accounting workflows with optimized checklists so you can quickly scale your accounting firm with ease.

Learning Objectives:


  • Identify how to onboard new hires 10x faster because you have detailed guides on how to complete work

  • Recognize how they will be able to complete work without involving you in the process so you can focus on growing your firm

  • Evaluate how you will be able to ensure consistent client deliverables as if you were doing the work yourself

  • Practice being able to easily track the status of client work and ensure that you are hitting your deadlines

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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As the CEO of Financial Cents, Shahram Zarshenas spends his time helping accountants get visibility across their firm to prevent things from falling through the cracks. Prior to Financial Cents, he founded an investment banking firm that helped software companies scale and exit their business.

About Our Presenter

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Financial Cents is an easy to use cloud-based accounting practice management solution that helps thousands of accountants scale and grow their firm. It provides everything accountants need to easily manage their team and hit their deadlines.