Ep 250: The Ultimate Paperwork Guide for New Agency Providers!

In this episode of the Friends for Life Podcast, Tony Stewart breaks down everything you need to know about the essential paperwork involved in starting and running an agency provider business in the DD (Developmental Disabilities) world. From policies and procedures to tax documentation, injury reports, training logs, communication methods, and even thank-you cards for your team — Tony dives deep into the practical, real-world knowledge that every provider should know. Whether you're just getting started or looking to level up your operations, this video is packed with valuable tips to help you stay organized, compliant, and ready for success. 📌 Key Topics: Where to find generic policies & procedures Why you’ll want to customize your documents Paper vs. digital records: pros & cons CPA advice and the reality of small business taxes Why injury documentation is critical In-service logs and the power of training Scheduling communication best practices Networking with SSAs, guardians, and families Promotional materials: how to get the word out The importance of thank-you cards for staff 💼 Whether you’re running your business solo or scaling up, Tony shares lessons from the field with honesty and humor. 👉 Need help or want us to dive deeper into a specific topic? Drop a comment or message us! 🔔 Don't forget to like, subscribe, and hit the bell for more real talk about building a successful agency in the DD space.