How to Rally Your Firm Around Workflows and a “Process” Mindset
Jetpack Workflow
OCTOBER 27, 2024
I had the pleasure of hosting Wendy Barlin , a seasoned CPA with over 25 years of experience in the accounting industry, a few weeks back on a great webinar. Wendy shared her insights on workflow management, particularly in the context of change management and team dynamics. Here’s a short recap of our full discussion below. Key Talking Points We kicked off the session with a brief introduction and highlighted Wendy’s journey of buying and selling a firm, emphasizing her progressive
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