3 Steps To Take Your Accounting Firm To The Next Level

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

Adi Klevit, co-founder of Business Success Consulting Group, has one job…to take your business to the next level. She does this by applying her 20 years of small-to-medium size knowledge to help you achieve maximum results. If you’re at a point in your firm where you’re wondering: “Okay, what’s the best step forward to grow?” Adi… Read more »

The Profitable Way to Onboard New Clients

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

onboard new clients

I’m continuing our series on the new book, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams and Increase Profit”,  This book is on Amazon right now and hit ‘best-seller’ status in various categories when it landed! It’s not some cheap ebook either. This is a 180-page manual to truly catapult… Read more »

One, Powerful Law Can Double Your Employee Capacity

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth.

employee capacity

  We’re doing something a bit new here up in Pittsburgh for the new podcast this week! Our new book,  “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams and Increase Profit” was released on Amazon. And I’ve been getting emails like crazy about the value it’s provided. It’s… Read more »

[Double Your Firm]  The Rookie Mistake Firm Owners Make

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions.

double your firm

  On July 25, 2017, our book “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams and Increase Profit” was released on Amazon. Hardcover copies will be available in the coming weeks. With this book, we plan to  add even more value to your accounting firm besides just workflow… Read more »

July 2017 Product Updates

Posted by & filed under Uncategorized.

Hey Free Folk!   (BTW Game of Thrones is back!) This makes three months in a row for updates, so call us butter because we’re on a roll. July was surprisingly rainy here in Pittsburgh but we are in for a good stretch of bright weather in August. Believe it or not, we actually got… Read more »

[Double Your Firm]  One Trick to Double Employee’s Capacity

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

double your firm

Our book “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams and Increase Profit” was released on Amazon. Hardcover copies will be available in the coming weeks. With this book, we plan to add even more value to your accounting firm besides just workflow processes. Page 52: Actual scripts… Read more »

June 2017 Product Updates

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Hey Folks!   Here is our second month for product updates! Yahooo! It’s been a humid and hot month here in Pittsburgh. We just moved into to some extra offices too. And boy did we need the space!  (The A/C might actually be too high, haha!) June was a month for keeping our head down… Read more »

May 2017 Product Updates

Posted by & filed under Product Updates.

Hey Folks! Each month we are going to be bringing you a round-up of all things Jetpack, so check here for updates. It was a rainy month here in Pittsburgh in May, but the sunshine of June is just around the corner. May is also the month we do our Jetpack Company Cook Out! I may… Read more »

Product Update: 1 way outlook integration

Posted by & filed under Product Updates.

This week we’re excited to announce our latest feature: 1-way Outlook integration!  This part of a multi-phase CRM release, so stay tuned for even more updates in the upcoming months 🙂  Under your Jetpack account, you will now be able to: Send all messages through your Outlook account while still in Jetpack Use BCC’s or CC’s to auto… Read more »

The Million Dollar Opportunity Missing From Your Accounting Firm

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

million dollar opportunity

  Todd Steinburg, of 21st Century Pros, returns for a second go on the podcast, to show you the million-dollar opportunity missing from your accounting firm. We discussed sales and marketing in his last stint, but today Todd reveals how you’re leaving potentially millions of dollars on your plate. In this episode of the Growing… Read more »