Posted by & filed under Growing Your Firm Podcast, Product Updates, Workflow Excellence.

Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients using a new tool called CashFlowTool. It helps you help clients with cashflow issues to improve and grow your advisory services. But we didn’t just talk about software in our interview. We also talked about… Read more »

Posted by & filed under Product Updates.

Release Date: 9/9/2019 It’s another release day here at Jetpack Workflow! Today we’re excited to share the small but mighty update to the Template List. Given that “Where are my templates?” was the #1 question answered by the Support team and one of the most visited help sections within the Knowledge Base, we got the… Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Pricing for Accountants, Workflow Excellence.

Jetpack Workflow Presents Orin Wilson of C3 Consolidated

C3 Consolidated has a simple mission: acquire firms or create partnerships. With years of accounting firm background and experience, they apply what they’ve learned about process workflow, business organization, and growth to make those firms more profitable and better organized so clients and employees are happy. Needless to say, they are very good at what… Read more »

Posted by & filed under Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

Jetpack Workflow presents: Adrian Dayton from Clearview Social

Once upon a time, accounting and tax firms depended on newspaper ads, magazine spots, a well-curated Rolodex of business cards, and good-old-fashioned word of mouth to get new clients. Times have changed, though, haven’t they? In this modern Information Age, people are still using the older methods but with a significantly less rate of return…. Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Team Management, Workflow Excellence.

Jetpack Workflow Presents Alan Long

Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur.  You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »

Posted by & filed under Product Updates.

New Template Profile update image

Release Date: 8/7/2019 We’re SO excited to share this update with you all. The Jetpack workflow templates have long been a backbone for our customers, helping streamline processes across clients and making lives easier one job at a time. However, we haven’t been able to really give it the TLC it deserved…until now.  Previously, a… Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Jetpack Workflow Presents Louie Vazquez

Today on Growing Your Firm, we talked with Louie Vazquez of Vazquez & Family, Inc. The firm has managed to grow from zero to $48,000 a month in just four years without taking on any debt. How was Louie able to do it? That’s what we’ll be asking him in this week’s podcast. There are… Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Team Management, Workflow Excellence.

Any business can be expected to have growing pains, and the faster your firm grows, the bigger those pains can be. This may include hiring new team members, onboarding experienced partners (who already have a specific way of doing things) and merging other firms with your own. Today, David chats with Kyle Walters, who is… Read more »