I don't normally do this... But, recently, I got on the phone with a new user of Jetpack Workflow's workflow software. His name is Tom Kneeland, he is the Founder and President of Kneeland CPA. After speaking with him...I realized he managed to squeeze out an "extra week of vacation" using Jetpack Workflow. Let me explain. Tom's firm is like many others. He does tax-planning, sets up S-corps, punches new clients into the software, and does the normal tax and bookkeeping. Up to now, he told me "I've used them all" when it comes to software. He's specifically talking about practice management software. Frankly, he's spent years cobbling together different apps... piecing them together like a Rube Goldberg machine. It was taking him about 80 hours per tax season only to manage all the old clients, new clients, double-checking all the work was done, triple-checking the hours were punched-in correctly...the whole nine yards. Everything a typical firm owner does with practice management, he was doing it. But, it was taking forever. He claims by using Jetpack, he was able to save "half to two-thirds" of that time. That's a pretty big testimonial. Over 80 hours, that's up to 53 hours saved with one tool. And that's a big deal for a busy firm owner. For Tom, he believes having templates and sequencing is the 'secret sauce' to an efficient firm. After all, as accountants, we spend most of our time doing repetitive tasks. With Jetpack, Tom says he's now doing these tasks "much faster than we've ever done." And that's incredible to hear. It used to be that employees would groan when a new referral walked thru the door. Not because they didn't want the business, but because it was a headache to set up a new client. Inside Jetpack, it's easy to set up new clients. Tom says it takes 15 minutes now compared to an hour or so before. The reason it took him so long was because of his duct-taped approach. It's not his fault, there just aren't enough good solutions out there for accountants.
What Tom Used Before:Here are ones he mentioned.
Tom's Future:I asked Tom what his goals were going forward. He wants to:
- Continue bringing in clients through referrals
- Focus on workflow and efficiencies
Do you have anything you'd like to see in Jetpack? Shoot me an email at firstname.lastname@example.org.That email goes right to me, the CEO, not a secretary. I read every personal email and would love your thoughts. Thanks Tom for being a new customer. If you're interested in trying out Jetpack for your firm risk-free...here's a special link to get you started.