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

As regular readers know, automation is one of our favorite topics. But what about taking it to the next level? Can you automate a consulting business? The guest for this podcast is Jan Haugo, the founder and CEO of Jan Haugo and Associates. She is a tech-savvy accounting and bookkeeping professional who helps firms really… Read more »

Posted by & filed under Accountant, Team Management, Workflow Excellence.

Featured Image Remote Work Tools Your Firm Actually Needs

This week, we’re providing a list of the best remote work tools in five categories. While we’ll recommend the option we prefer in each category, you don’t have to choose the one we use. For each section, there is a myriad of tools available for you. What matters is choosing the tool that works best… Read more »

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

Zapier is a tool used to connect applications together. It is the Swiss Army Knife of automation. David went to the most thriving Facebook groups to find the best resources for Zapier to ask a few questions. He found Brian Clare, the not-so-hidden Zapier guru in the accounting space. Brian is the co-founder and CEO… Read more »

Posted by & filed under Marketing for Accountants, Team Management, Workflow Excellence.

We had an amazing time hosting the first ever virtual Cloud Accounting Summit. Not only did we learn a ton about how to run a virtual summit, but we also gained some valuable information from the guest speakers who made the event a success. Full summit replay Top 10 Takeaways from the Cloud Accounting Summit… Read more »

Posted by & filed under Accountant, Bookkeeper, Team Management, Workflow Excellence.

No firm owner wants to feel like their business isn’t as productive as it could be, but how do you increase productivity at work without overworking yourself or your employees? That’s what we’ll investigate in this piece. Here are some work productivity tips that will teach you how to be more productive at work. What… Read more »

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

Heather Satterley is the owner and founder of Saturday Training and Consulting, and you may remember her from our previous podcast on How to Implement New Accounting Softwares. She helps put the tools and systems in place to help firms scale more profitably and increase productivity, similar to Jetpack Workflow. She’s a member of the… Read more »

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

In this episode of the Growing Your Firm podcast, we talk with David’s mentor Dane Maxwell, the founder of paperlesspipeline.com and The Foundation. He dedicated 15 years of research to write a book that would change people’s lives, Start From Zero. He’s brilliant when it comes to thinking about positioning. Specifically, he wants to help… Read more »

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

Firm owners trying to adjust to recent challenges need to take a moment to understand and manage their psychology during this time. In today’s Growing Your Firm podcast, we interviewed one of David’s mentors, Krishna Pendyala. Krishna is an expert on the art and science of human judgment and choice making. His pioneering work on… Read more »

Posted by & filed under Customer Service, Growth, Marketing for Accountants.

Recession Proof Businesses ultimate guide

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 “business unusual.” But we believe you can be one of the smart few recession proof businesses if you commit to client retention as a top goal for your firm. 1…. Read more »

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

Today’s guest is Liam McIvor Martin. Liam has been leading the charge on remote working for the past decade by bringing together the top experts in the field on remote work through Running Remote conferences. He is the co-organizer behind Running Remote and co-founder behind Staff.com and Timing Doctor. With nationwide stay-at-home orders in effect,… Read more »