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

value based billing

Greg Kyte, Founder of Comedy CPE, has built a brand around using stand-up comedy coupled with common accounting topics like value based billing. It’s the most interesting twist in accounting I’ve ever seen. is there a way to make accountants and CPAs look like funny people. Well, Greg Kyte sets out to both teach and… Read more »

Posted by & filed under Growing Your Firm Podcast.

Growing Your Firm graphic

Are you ready to catapult your growth in 2015? With this in mind, we put together our most downloaded interviews from Growing Your Firm Podcast. Throughout 2014, we’ve been blessed to have interviewed some of the top practitioners, authors, consultants, and thought leaders in the Accounting Profession. Below are the top interviews (based on number… Read more »

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

the future of the accounting industry

Caleb Newquist, Editor in Chief at Sift Media US, which runs industry leading websites such as AccountingWEB and GoingConcern knows the future of the accounting industry. That’s a bold statement…you’ll have to listen and judge for yourself… On this episode of the Growing Your Firm Podcast by Jetpack Workflow Software, David Cristello and Caleb Newquist cover:… Read more »

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

mastering workflow for accountants

Damien Greathead, Director of Operations at 2020 Group (Now Business Development at Receipt Bank) works with firms in mastering workflow for accountants. 2020 Group was a leader in putting up fresh content and was one of the largest membership organizations for small-to-medium sized businesses. **NOTE: After the recording of this interview, 2020 Group was acquired… Read more »

Posted by & filed under Growing Your Firm Podcast.

value based billing

Jason Blumer, Chief Innovation Officer at Blumer and Associates and Founder of Thriveal CPA’s, helps build entrepreneurial firms practicing value based billing. It’s no surprise from his picture, Jason packs a great personality in his work. I was excited we could bring him on, and it was worth it. On this episode of the Growing Your… Read more »

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

wealth management

Chris Ragain,  Managing Director of Ragain Financial and Founder of LedgerSync, built his own firm and wealth management practice from the ground up. He realized at a young age he needed to start his own firm, and you’ll hear exactly how he built his firm and wealth management practice. In this episode of the Growing Your Firm… Read more »

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

building an all star team

Stephen King, CEO of GrowthForce, probably spends as much time working on accounting as he does building an all star team. Stephen’s started out at Ernst & Young before founding a startup where he raised $43 million. Now, he’s built GrowthForce, an outsourced accounting company. He’s been so successful because of his talent of building… Read more »

Posted by & filed under Product Updates.

This week we’re excited to release: A brand new client profile A new client tagging system A more robust note feature for client profiles Custom Data Fields (for uploads and current clients) And time sheet reports! New Client Profile New Custom Data Fields New TimeSheet Reports

Posted by & filed under Accountant, Bookkeeper, Growth, Marketing, Referrals.

The 6 New Rules of Marketing

Are you stuck wondering why marketing dollars are no longer working? And while I would never dismiss a marketing campaign without testing, there are some fundamental differences in marketing today. Thank you to Steve Pipe for posting this. Original poster TBD So much of this poster sounds fantastic, but let’s break down what each rule means:… Read more »