Three Tips to Combat Growing and Merging Pains

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

Any business can be expected to have growing pains, and the faster your firm grows, the bigger those pains can be. This may include hiring new team members, onboarding experienced partners (who already have a specific way of doing things) and merging other firms with your own. Today, David chats with Kyle Walters, who is… Read more »

How One Accounting Firm Scaled The Small Team Barrier

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

Scaling is one problem that many financial firms face when they get a little success under their belts. When you reach certain thresholds, the old ways of running your business will show their brittleness. What may have worked for a team of 6-12 might not work as you add more clients. How do you prepare… Read more »

How To Avoid Letting Client Work Slip Through The Cracks

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

Welcome back to Growing Your Firm. This week’s podcast guest is Diana Stefanyshin, owner and founder of Bottom Line Bookkeeping. She uses Jetpack Workflow in her business and is using it in a way that compelled us to reach out to her for tips and tricks. Before using Jetpack Workflow, Diana was working 60 hour… Read more »

Building A Strong Team From Hire – Renee Daggat from Admin Books

Posted by & filed under Accountant, Growing Your Firm Podcast, Marketing for Accountants, Team Management.

Whether you’re building an accounting firm or expanding your current team, you’ll probably find that hiring new team members can be a daunting task. We get it. You’re an accountant. You have clients to take care of, and your workflow can’t be put on hold for you to figure out the hiring process. On the… Read more »

Jetpack Interview with Veronica Wasek

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

Creating great workflow processes is great for making your firm more efficient and profitable. It can do much more than that, however. In our chat with Veronica Wasek, we learn how she’s using excellent workflow to grow her company and take on the caliber of clients she’s always dreamed of working with. The best part… Read more »

How to Use Your Influence to Grow Your Firm with Steven Gabrielsen of SLG Advising

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

Jetpack Workflow presents: Steven Gabrielsen

Steven Gabrielsen is the president of SLG Advising and came on the show today to talk about how you can build a book of business. He’s worked out some great modern ways to get leads and find new clients using social media and technology. With these methods, not only do you sell your services, butyou… Read more »