Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Team Management.

Sandra Wiley, COO of the Boomer Consulting Group, believes investing and fostering human capital is the little-known key to firm growth. Few talk about human capital and most owners find it a nuisance. After today, you won’t. In fact, you’ll want more of it. In this episode of the Growing Your Firm Podcast, David Cristello… Read more »

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions.

Dustin Hostetler, previously the Principal at Flowtivity and current Director of Lean Six Sigma Consulting at Boomer Consulting will show you how to increase productivity in your accounting firm. He’s been a lean six sigma black belt for over 13 years and continues to consult with firms like yours. In this episode of the Growing Your Firm… Read more »

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Marketing.

Blake Oliver, once the CEO and Co-Founder of Cloudsourced Accounting, reveals how to get acquired in under 36 months based on his story. Blake actually wanted to be a professional cellist, and instead went on to sell his accounting firm. This is an interesting story you won’t want to miss. On this episode of the Growing… Read more »

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

Mike Bark, Partner at EdgeAdvise, has created a firm with many arms and he’s ready to show you how to add profit centers in multiple arenas. You’d be surprised how far you can stretch, including into marketing and mergers and acquisitions (M&A) In this episode of the Growing Your Firm Podcast, David Cristello and Mike Bark… Read more »

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

Carrie Steffen, Founder of the Whetstone Group, works exclusively with B2B businesses and service based businesses so you can organize your firm for growth. What that means is she can show you insider tips on structuring your team and efforts to maximize new clients no matter the size of your current firm. In this episode of… Read more »

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

Bonnie Buol Ruszczyk is president of BBR Marketing and author of “Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age” (published by the AICPA). She’s here to help firm owners start using free marketing strategies. We’re all afraid of not making back the cost of our marketing efforts. Well, Bonnie… Read more »

Posted by & filed under Growing Your Firm Podcast.

This week, we’re excited to release our latest interview with Darren Root, CEO of RootWorks, President of Root & Associates, and author of the popular titles “E-Myth for Accountants”, “Intentional Accountant”, and “Youtility for Accountants”. [images style=”1″ image=”http%3A%2F%2Fjetpackworkflow.com%2Fwp-content%2Fuploads%2F2015%2F12%2FThe-Darren-Root-Podcast-PNG.png” width=”1200″ align=”center” top_margin=”0″ alt_text=”The%20Darren%20Root%20Podcast” full_width=”Y”] In this episode, we talked about: How Darren was able to sell… Read more »

Posted by & filed under Accountant, Bookkeeper.

Getting off the plane

Last week I was looking for a new onboarding and survey tool for Jetpack Workflow. I decided to review all the “typical” applications, namely google forms and survey monkey. In the past, these have been our “go to” forms, but their lack of functionality and design also made me wonder if there was something better…… Read more »

Posted by & filed under Accountant.

Managing an accounting practice or firm (as you already know) can be challenging. Which is why I wanted to outline the top applications we use to help us manage our team, process, and product at Jetpack Workflow. followup.cc (website) What is it? Followup.cc is a simple “reminder” system to help you follow-up with contacts. Simply… Read more »