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
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
Firm: LWS Tax & Accounting Firm size: 10 People, 2,000+ clients Service Category: Tax, Payroll, Bookkeeping Champion Profile: Blake Shaffer, CPA is the founder