Expert content for accounting and bookkeeping firms.

Time-Saving Workflow Tools with Kellie Parks

Our discussion this week centers on how to avoid overthinking your workflow. When faced with so many tools and options, how do you start building that perfect workflow for your business without getting analysis paralysis? Kellie shares some great tips.

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How To Not Drown In Deadlines

Maura Wiser, Founder at Bluewater Bookkeeping Services, was living and working out of her inbox before she discovered how to manage workflow correctly. She started

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“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation

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32 free accounting work templates​

Never Miss a Deadline

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Congrats! 🙌

You’ve been selected to get early access to our new workflow software, Kiick by Jetpack Workflow!

Here’s why our revamped product can be a great fit:

  • Beautifully redesigned interface and features.
  • Improve workflows to help manage client work.
  • Done for You setup included for all beta customers. ($1,000 value)
  • Customizable projects to improve client services. (Kiick exclusive)
  • Easily update service templates across clients. (Kiick exclusive)

Interested in a free trial of our revamped platform? Help us shape the future of workflow software and chat with our team to get started ⤵