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.

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 »

How To Streamline Your Business To Run Without You

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

Ron Saharyan is the co-founder and managing partner at Profit First Professionals. He came on the show today to talk about something called the Clockwork Strategy, which is all about process and workflow and automating your business, making it more scalable, hassle-free, and a better tangible asset. In this episode of the Growing Your Firm… Read more »

Feature Update: Archived Jobs

Posted by & filed under Uncategorized.

Archived Jobs feature update

If you’ve been in Jetpack Workflow recently, you may have noticed something that seemed to be missing – Archived Jobs. BUT! That’s actually not the case. In an effort to make it easier for users to focus on the jobs that still need to be completed, we’ve moved Archived Jobs into the Jobs list proper… Read more »