15 Bookkeeping Tips for Your Clients to Make Life Easier
It’s always a little scary when you start working with a new client. You never know what they’re going to bring in and what their
January 22, 2022
It’s always a little scary when you start working with a new client. You never know what they’re going to bring in and what their
Jody Grunden is the CEO and Co-Founder of Summit CPA Group, a virtual tax and accounting firm that also offers CFO services to its clients.
Documented or not, your accounting firm has a process, and putting that system of doing things into a workflow application makes sense. If you have
As an accounting firm owner, relationship management is critical to staying in business. This post gives you all the info on how to manage client relationships.
Sometimes firm owners can’t help but wonder how other businesses are managing their teams, so we’ve created a new series that covers the challenges and
Geraldine Carter provides business strategy and coaching to CPAs who are ready to get out of the accounting rut and create the business they want
Navigating Client Retention and Firm Growth During a Crisis It’s not easy to keep your head above water when we’re living in a time of
This episode of Growing Your Firm features Femke Hogema. Femke is a phenomenal trainer, author, and speaker who leads the charge of the Profit First
Today we’re revealing a secret project we did at Jetpack Workflow to see what we could learn from the big boys of the retail accounting
Can you hear me now? Communicating with your accounting clients can sometimes be a chore. They’re demanding. They ask a lot of questions. They take
