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 making sure you pick the right application… Read more »

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 »

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 »

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 »

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

In most accounting firms, marketing is typically one of the last things on the ‘priority’ list. “We have enough referrals right now, we need to focus on tax returns right now.”  That may be the past. But if you’re reading this blog, you most likely want to be a Firm of the Future.  A firm that’s… Read more »

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 »

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, 30% of firms have accounts receivables past 90 days due. That means you have less money to pay the bills, employees, and grow your company. It’s time to change that. In this episode of the Growing… Read more »

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 »

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 »

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 »