Once upon a time, accounting and tax firms depended on newspaper ads, magazine spots, a well-curated Rolodex of business cards, and good-old-fashioned word of mouth to get new clients. Times have changed, though, haven’t they? In this modern Information Age, people are still using the older methods but with a significantly less rate of return…. Read more »
Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur. You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »
We’re SO excited to share this update with you all. The Jetpack workflow templates have long been a backbone for our customers, helping streamline processes across clients and making lives easier one job at a time. However, we haven’t been able to really give it the TLC it deserved…until now. Previously, a template may have… Read more »
Today on Growing Your Firm, we talked with Louie Vazquez of Vazquez & Family, Inc. The firm has managed to grow from zero to $48,000 a month in just four years without taking on any debt. How was Louie able to do it? That’s what we’ll be asking him in this week’s podcast. There are… Read more »
Any business can be expected to have growing pains, and the faster your firm grows, the bigger those pains can be. This may include hiring new team members, onboarding experienced partners (who already have a specific way of doing things) and merging other firms with your own. Today, David chats with Kyle Walters, who is… Read more »
On the Grow Your Firm podcast, we like to highlight companies that have successfully scaled themselves to run at a level of freedom that other companies should strive to emulate. In one of our customer surveys, we found that Steven Brewer & Company, CPAs, is one of those and we invited the founder to speak… Read more »
Scaling is one problem that many financial firms face when they get a little success under their belts. When you reach certain thresholds, the old ways of running your business will show their brittleness. What may have worked for a team of 6-12 might not work as you add more clients. How do you prepare… Read more »
Welcome back to Growing Your Firm. This week’s podcast guest is Diana Stefanyshin, owner and founder of Bottom Line Bookkeeping. She uses Jetpack Workflow in her business and is using it in a way that compelled us to reach out to her for tips and tricks. Before using Jetpack Workflow, Diana was working 60 hour… Read more »
If you’ve been dreaming of creating better workflow systems for your firm or improving the ones you already have in place, you may be looking into using Jetpack Workflow to accomplish that. But how do you get started with Jetpack? What if you don’t have a written system in place now? How do you make… Read more »
Welcome back to the Growing Your Firm podcast and welcome back to Chuck Bauer. This is our second interview with him and we are grateful that he’s come back to talk more about how you can take your firm to the next level. In this interview, we talk about a program that he uses to… Read more »