When Staff Won’t Use Checklists

And why they’re so vital.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: One of my managers does not use the checklists and I need to go over all his work and sometimes go to the client to make sure they are done right.

MORE PRACTICE DOCTOR Q&A: Get Staff to Take Ownership of Work | When to Offer Profit Sharing | What’s In a Title? | Managing Partners Should Drop their Book of Business | What’s Lousy, the Client or Your Approach? | Not the MP, Still a ‘Managing’ Partner | Checklist for Running a Practice | When a Client Balks at Necessary Work
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What can I do to get him to fill out the checklists?