Posted by & filed under Product Updates.

Today we’re excited to announce the release of an updated Jobs List inside of Jetpack Workflow! In addition to an improved design, the Jobs List contains a number of improvements and updates we think you’re going to love: Permalinks are now available so you can share specific views of information with colleagues or bookmark them… Read more »

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

get consulting clients

Hector Garcia is the Founder and Principal Accountant at Quick Bookkeeping in Miami, FL. He’s developed a way for you to get consulting clients for your accounting firm with zero marketing. And he’s only been doing this since 2011, so he didn’t have a 30-year track record to lean on. In this episode of the… Read more »

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

jetpack workflow

I don’t normally do this… But, recently, I got on the phone with a new user of Jetpack Workflow. His name is Tom Kneeland, he is the Founder and President of Kneeland CPA. After speaking with him…I realized he managed to squeeze out an “extra week of vacation” using Jetpack Workflow. Let me explain. Tom’s… Read more »

Posted by & filed under Accountant, Bookkeeper, Pricing for Accountants.

Solving the Pricing Problem for Accounting Firms This chapter preview comes from the Double Your Accounting Firm book  (Amazon) Janice’s firm was in a rut. They were gaining new clients, but had a hard time maintaining profitability. It struck him as odd, as this 30-year-old accounting firm hadn’t changed much in their practice. They continued… Read more »

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

implement new accounting applications

  Heather Satterley, owner of Satterley Training & Consulting, works with accounting professionals to implement new accounting applications. For many firms, they get hung up on the what, which, why of the technology movement. Frankly, you could waste lots of time and money. Heather came on the show to help us go through what steps… Read more »

Posted by & filed under Accountant, Workflow Excellence.

Increasing your Workflow Efficiency to Increase Capacity This chapter preview comes from the Double Your Accounting Firm book  (Amazon) Sam started his practice ten years ago. He worked “typical” 80-hour weeks to build his dream firm. He hired a dozen workers spread out between CPA practitioners and administrative staff. His firm grew and referrals came… Read more »

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

how to sell your accounting firm

Brannon Poe, Founder of Poe Group Advisors and author of “Accountant’s Flightplan,” reveals how to sell your accounting firm for 7-figures. He’ll also touch on what to look for when buying a firm if you’re looking to level up. Most of Brannon’s clients are in the latter group as firms seek to accelerate their growth…. Read more »

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

tax season

Orin Wilson, CPA and CMA, joins us on the podcast to discuss severely cutting down his working hours during tax season. He claims he chopped his week from 100 hours/week to 40 hours/week. That’s a massive claim, so David’s going to pry out his secrets. In this episode of the Growing Your Firm Podcast, David… Read more »

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

accounting firm hackers

Byron Patrick, Managing Director of Network Alliance, knows how to stop accounting firm hackers from breaching your information (and your clients). Unfortunately, most accounting firms feel they’re invincible and don’t take the necessary precautions. That’s why we brought Byron onto the podcast. On this episode of the Growing Your Firm Podcast, David Cristello and Byron… Read more »

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

accounting firm brand

Karen Reyburn, Founder of the Profitable Firm, sees so many firms frustrated by how few leads come in the door. Karen has to explain that they must first understand the importance of a unique accounting firm brand before worrying about leads. Most accountants get this completely backward, and that’s why we wanted to get Karen… Read more »