How to Capture Prospects on Your Website on One Page

Posted by & filed under Accountant, Bookkeeper, Growth, Marketing, Marketing for Accountants.

Sometimes we only get one shot at a prospect. You know this to be true because you’ve been in the situation as the ‘prospect’ yourself. When you’re surfing the web, on social media, wherever, and you suddenly see an article or ad that perks your interest. You click on the ad, maybe it’s interesting, maybe… Read more »

How To Turn Accounts Receivable Into Cash In 30 Days

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Pricing for Accountants, Team Management.

accounts receivable

Jeff Brandeis, Chief Revenue Officer of QuickFee, says “cash is king” in any business, not just accounting firms. Unfortunately, it was reported that firms under $3 million in billing had around 30% of their accounts receivable outstanding for over 90 days! That means you have less money to pay the bills, employees, and grow your company…. Read more »

Market Your Firm For Free With A New Book

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

new book

Jessica Fox, founder, and owner of Florida Virtual Bookkeeper, didn’t have time to generate new content each week to grow her practice. That’s when she wrote a new book and now has a resource for new clients and referrals. She had never written a book before nor got it out into the marketplace. That’s why… Read more »

New Release: New and Improved Tasks View

Posted by & filed under Product Updates.

The Jetpack Workflow team is excited to announce our latest product release focused on improvements to our Tasks functionality. Tasks are the most widely used feature of the entire Jetpack Workflow application. In this release, we’ve focused on usability improvements suggested by our users that will improve our Tasks feature and provide a foundation for… Read more »

Where To Get Referrals For Your Bookkeeping Firm

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

highly qualified referrals

Katie Lilly, Owner, and President of Lillyfield Accounting Solutions has grown her bookkeeping firm from herself to a band of seven in under two years. One of her powerful secrets is knowing where to get highly qualified referrals. Well, today, she will pull back the curtain on how she’s grown so fast (and expanding soon)…. Read more »

How to Start an Accounting Firm and Bank 6-Figures Your First Year

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

start an accounting firm

Hannah Stricker always wanted to be her own boss after 25 years in the accounting field. Finally, she gave her notice and went off to start an accounting firm from scratch. WIthin 12 months, she had banked 6-figures in revenues and she’s ready to show how she did it. In this episode of the Growing… Read more »

How To Land $7,500 Monthly Accounting Retainers

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

monthly retainer

Kevin Izevbigie is a growth and automation specialist who helps accountants to stop doing free work and start landing monthly retainers. Meaning, turn all that consulting and extra work you do for your clients into cash. You’ll still keep your clients, and they’ll be happy to pay you. That’s what you’re about to discover today…. Read more »

Hiring the Right Accounting Staff

Posted by & filed under Team Management.

Hiring the right accounting staff

When you understand what you need out of a new team member, it’s much easier to sift through candidates. For most firms, you live and die by who the recruiter brings through the door. You might get a few applications online, but you’re never sure if the candidate would be a good fit. Your vision,… Read more »

[Double Your Firm Book] Ch. 4 Your Sales Appointment From Start to Close

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

sales appointment

Chapter 4 could be the most exciting yet daunting chapter in the book for accountants. Here we talk about sales appointments and how to go from opening the sale to closing it down. If you’re just joining us, we’re going front-to-back celebrating the audio release of our best-selling book, Double Your Accounting Firm. To refresh, here are… Read more »

Introducing New Timers!

Posted by & filed under Product Updates.

We’re happy to release our brand new Timers to all users of Jetpack Workflow today! Timers are an important way for you to keep track of where your team spends their time. While many of you depend on our Timers everyday, we knew there was some room for improvement. In addition to a brand new… Read more »