Not Being An ‘Order Taker’ and Ditching $250/$300 Clients w/ Shannon Weinstein
Podcast Summary In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for...
Featured Article
5 Key Steps to Automate Your Accounting Workflows
It’s the middle of your busy season, and you wake up in the middle of the night panicking. Did you make that payment on behalf of the client? Did you...
Read More
Never miss deadlines or client work again.
Our intuitive accounting workflow software helps you standardize workflows, automate recurring tasks, and track progress of all your upcoming client work.
Ready to try Jetpack Workflow?
Ready to try Jetpack Workflow?
A Sample CPA Firm Client Transition Letter (Free Template)
Whether your firm is undergoing personnel changes or you need to restructure your team for better alignment with your business...
From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping...
5 Best ACI TaskTracker Alternatives for 2025
Need a new task management solution now that ACI TaskTracker has been discontinued? If you’re a CPA or tax professional...
The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and...
Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin
Podcast Summary In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing...
8 Unique Ways to Use AI for Accounting Firms
There are two main schools of thought regarding artificial intelligence (AI) among accountants: those who believe AI might replace their...
Jetpack Workflow Product Updates (October & November 2024)
Hey there! It’s been about two months since our last product update and we’ve got some awesome things to share...
Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of...
Adding $2M in Accounting Services in 36 months w/ Greg O’Brien CPA, CTS
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA,...
Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send...
How to Rally Your Firm Around Workflows and a “Process” Mindset
I had the pleasure of hosting Wendy Barlin, a seasoned CPA with over 25 years of experience in the accounting...
