The Core Process You Need To Accelerate Your Firm’s Growth

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Workflow Excellence.

How to Systemically Accelerate Your Firm’s Growth Welcome back to the Grow Your Firm podcast! This week’s guest is Lisa Campbell of the Marcam Group. Lisa transitioned her firm from basic bookkeeping to coaching and advisory in under seven years. In our half-hour conversation, she revealed an underlying pattern we’ve noticed many of our guests… Read more »

Could CashFlowTool Expand Your Advisory Services?

Posted by & filed under Growing Your Firm Podcast, Product Updates, Workflow Excellence.

Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients using a new tool called CashFlowTool. It helps you help clients with cashflow issues to improve and grow your advisory services. But we didn’t just talk about software in our interview. We also talked about… Read more »

The Surprising Truth About Accounting Firm Acquisitions

Posted by & filed under Accountant, Growing Your Firm Podcast, Pricing for Accountants, Workflow Excellence.

Jetpack Workflow Presents Orin Wilson of C3 Consolidated

C3 Consolidated has a simple mission: acquire firms or create partnerships. With years of accounting firm background and experience, they apply what they’ve learned about process workflow, business organization, and growth to make those firms more profitable and better organized so clients and employees are happy. Needless to say, they are very good at what… Read more »

How to Get More for Your Services – Michele Riffe of Sherwood Financial

Posted by & filed under Growing Your Firm Podcast, Growth, Marketing.

Jetpack Workflow presents: Michele Riffe of Sherwood Financial

In this world we live in, the value you put on yourself largely dictates the value others assign to you. If you’re looking to get paid more and land higher-paying clients, you may need to take a step back and analyze your mindset. In this episode, Michele Riffe of Sherwood Financial and micheleriffe.com talks about… Read more »

How to Use Social Media To Market Your Firm – Adrian Dayton from Clearview Social

Posted by & filed under Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

Jetpack Workflow presents: Adrian Dayton from Clearview Social

Once upon a time, accounting and tax firms depended on newspaper ads, magazine spots, a well-curated Rolodex of business cards, and good-old-fashioned word of mouth to get new clients. Times have changed, though, haven’t they? In this modern Information Age, people are still using the older methods but with a significantly less rate of return…. Read more »

How to Operate a 70+ Employee Accounting Firm

Posted by & filed under Accountant, Growing Your Firm Podcast, Team Management, Workflow Excellence.

Jetpack Workflow Presents Alan Long

Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur.  You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »

How this Firm Owner Reached $500K in 48 Months

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Jetpack Workflow Presents Louie Vazquez

Today on Growing Your Firm, we talked with Louie Vazquez of Vazquez & Family, Inc. The firm has managed to grow from zero to $48,000 a month in just four years without taking on any debt. How was Louie able to do it? That’s what we’ll be asking him in this week’s podcast. There are… Read more »