Accountant's Balanced Firm Checklist & Roadmap Bundle
Accountants Balanced Firm Checklist
In this checklist, I have included a number of critical areas that accountants often struggle within their accounting practice. For each of these areas, I have listed key components that I would like you to rate your practice in. This will give you clues as to the areas you are excelling at or the areas that need a little TLC or maybe even a major overhaul!
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Accountants Balanced Firm Roadmap
If you have not yet completed the checklist, please do so now as it will inform your RoadMap which we will develop in the following pages. On each page of the Roadmap, I have included sections to jot down what you are going to focus on for the next 90 days. Keep this Roadmap on your desk to refer to during the year as you complete each of your action items.
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