How This Firm Owner Saved 16 Hours By Asking 3 Simple Questions

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

As regular readers know, automation is one of our favorite topics. But what about taking it to the next level? Can you automate a consulting business? The guest for this podcast is Jan Haugo, the founder and CEO of Jan Haugo and Associates. She is a tech-savvy accounting and bookkeeping professional who helps firms really… Read more »

10 Business-Changing Lessons We Learned From the Cloud Accounting Summit

Posted by & filed under Marketing for Accountants, Team Management, Workflow Excellence.

We had an amazing time hosting the first ever virtual Cloud Accounting Summit. Not only did we learn a ton about how to run a virtual summit, but we also gained some valuable information from the guest speakers who made the event a success. Full summit replay Top 10 Takeaways from the Cloud Accounting Summit… Read more »

These 3 Frustrations Are Keeping You From Growing Your Firm

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

Heather Satterley is the owner and founder of Saturday Training and Consulting, and you may remember her from our previous podcast on How to Implement New Accounting Softwares. She helps put the tools and systems in place to help firms scale more profitably and increase productivity, similar to Jetpack Workflow. She’s a member of the… Read more »

Krishna Pendyala on How to Avoid Burnout in 2020

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

Firm owners trying to adjust to recent challenges need to take a moment to understand and manage their psychology during this time. In today’s Growing Your Firm podcast, we interviewed one of David’s mentors, Krishna Pendyala. Krishna is an expert on the art and science of human judgment and choice making. His pioneering work on… Read more »

Remote Work Tactics Your Firm Needs Today, Next Week, and In a Month

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

Today’s guest is Liam McIvor Martin. Liam has been leading the charge on remote working for the past decade by bringing together the top experts in the field on remote work through Running Remote conferences. He is the co-organizer behind Running Remote and co-founder behind Staff.com and Timing Doctor. With nationwide stay-at-home orders in effect,… Read more »

How to Survive as a CPA During the COVID-19 Era

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

Times are changing and we are navigating a new era due to the magnitude of the COVID-19 pandemic. As a result, businesses, CPAs, and entrepreneurs face unique challenges as they adapt their business model to accommodate social distancing practices. In this podcast, Lindsey Curley, senior manager for PCPS and fund services at the AICPA, offers… Read more »

Maximize Your Firm’s Profits by Transforming Into a Profit Advisor

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

This episode of Growing Your Firm features Femke Hogema. Femke is a phenomenal trainer, author, and speaker who leads the charge of the Profit First community in the Netherlands. Inspired by the innovator of Profit First, Mike Michalowicz, Femke took Profit First to the next level, giving workshops in the Netherlands. As her business grew,… Read more »

Stuck at Home? Five Cloud-Based Apps to Improve Your Accounting Business from Anywhere

Posted by & filed under Accountant, Workflow Excellence.

We’re thankful for technology around here, especially in this trying time with COVID-19 going around the world. If it weren’t for apps and the internet, we’d be stuck in the dark ages of filing paper by hand. The best thing about technology is that it keeps getting better and better. Features that are only found… Read more »