Feature Updates: New and Updated Job Details Page

Posted by & filed under Product Updates.

job details update excited gif

This year has already been a busy one for the engineering team here at Jetpack Workflow! We’re excited to announce a series of new features and updated usability functions on the job details section. The latest wave of updates focused on improving the functionality and look of the page that our customers spend the most… Read more »

Double Your Income by Getting Rid of Receivables in Your Firm

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

Kelly Gonsalves, Founder of Totally Booked, has only run her firm for a short while, yet, after a recent conference visit, she discovered how to double her income by getting rid of accounts receivables entirely. Meaning, gone is the grumbling and panic runs to the mailbox hoping your client check is there. Take a listen… Read more »

How to Manage Workflow And Ditch Working Until 7PM

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Product Updates, Workflow Excellence.

manage workflow

Maura Wiser, Founder at Bluewater Bookkeeping Services, was living and working out of her inbox before she discovered how to manage workflow correctly. She started using a special tool that helped her do it. You’ll hear all about that tool today… In this episode of the Growing Your Firm Podcast, David Cristello and Maura Wiser… Read more »

How to Choose Between the 750 Accounting Applications for Your Firm

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

accounting applications

Heather Smith is the founder of a cloud solutions practice and author of 9 books. She’s made it her mission to’educate accountants and in turn their clients about the cloud ecosystem and choosing between the 750 accounting apps out there. She knows all the tips and tricks to make sure you pick the right application… Read more »

Creating the Ideal Accounting Firm: Charge 80% More, 25% Less Client Work

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

creating the ideal accounting firm

Jackie Meyer, Founder of Meyer Tax Consulting, is back on the show with more advice on creating the ideal accounting firm. Last time, she talked about increasing her revenues 35% adding tax planning services. This time around, she’s here to reveal how she’s cut her client base from up to 300 to under 100. Yet,… Read more »

[Double Your Firm Book] Ch. 6 Recruiting and Retaining top Talent

Posted by & filed under Accountant, Bookkeeper, Growth, Team Management.

retaining top talent

Chapter 6 in my book deals with a growing issue in the industry…recruiting and then retaining top talent. 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 the first three chapters: Chapter 1: Increasing Workflow Efficiency and Staff Capacity Chapter 2: Solving… Read more »

[Double Your Firm Book] Ch. 5 Get Referrals and Attract the Clients You Want

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

Get referrals

Chapter 5 might be the most requested chapter we included in the book. It’s all about how to get referrals and attracting the right referrals to your accounting firm. 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 the first three chapters:… Read more »

Turn Your 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 »