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

Jetpack Workflow presents: Jeff Borcshwa

It’s tax season right now, and you might be wondering if you even have time to listen to this podcast. It just might be worth your time to make next tax season, and the rest of your year, far simpler and more profitable. This is our second time interviewing Jeff Borschowa from Maverick Business Academy…. Read more »

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

Roger Knecht is the President of Universal Accounting, a company that helps accountants, bookkeepers, and tax preparers start and build their accounting businesses into profitable enterprises. One of the core methods they teach is called MAP. You’re going to learn the basics of this tool and where you can learn more information about it. In… Read more »

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

Kelly Gonsalves, Founder of Totally Booked, has only run her firm for a short while, yet, after a recent conference visit, she discovered how to double her income by getting rid of accounts receivables entirely. Meaning, gone is the grumbling and panic runs to the mailbox hoping your client check is there. Take a listen… Read more »

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

manage workflow

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 using a special tool that helped her do it. You’ll hear all about that tool today… In this episode of the Growing Your Firm Podcast, David Cristello and Maura Wiser… Read more »

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

accounting applications

Heather Smith is the founder of a cloud solutions practice and author of 9 books. She’s made it her mission to’educate accountants and in turn their clients about the cloud ecosystem and choosing between the 750 accounting apps out there. She knows all the tips and tricks to make sure you pick the right application… Read more »

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

creating the ideal accounting firm

Jackie Meyer, Founder of Meyer Tax Consulting, is back on the show with more advice on creating the ideal accounting firm. Last time, she talked about increasing her revenues 35% adding tax planning services. This time around, she’s here to reveal how she’s cut her client base from up to 300 to under 100. Yet,… Read more »

Posted by & filed under Accountant, Bookkeeper, Growth, Team Management.

retaining top talent

Chapter 6 in my book deals with a growing issue in the industry…recruiting and then retaining top talent. If you’re just joining us, we’re going front-to-back celebrating the audio release of our best-selling book, Double Your Accounting Firm. To refresh, here are the first three chapters: Chapter 1: Increasing Workflow Efficiency and Staff Capacity Chapter 2: Solving… Read more »