Release Date: 12/20/2019 With the holidays right around the corner, the Jetpack Workflow engineers wanted to give a gift to our customers. No, sorry, it’s not Starbucks for life, but it is something that will hopefully make your workflow life that much sweeter. We just released the all-new Progress Report! This will allow users to… Read more »
Accounting covers a huge array of services, not all of which your firm may provide. When you have a client that asks you for something that’s outside of your scope, how do you handle it? One way is to set up partnerships with other firms to handle that part of your client’s needs. In this… Read more »
Today’s guest came to us in an unusual way. He reached out to us with an interesting story. Brandon Hall owns a virtual CPA firm that started in 2016. In three years, he’s scaled to over $1.5 million dollars in revenue and has 12 employees, all of whom work remotely. He’s been named as one… Read more »
Referrals are the best way to access the best clients. That’s a bold statement, but there are numbers to back it up. Consumers trust word-of-mouth marketing the most. While 84% of respondents to a Nielsen poll said they trusted recommendations from people they know, only 48% of respondents said they trusted ads on social networks…. Read more »
Many accounting firms rely on referrals to get new clients and are skittish about paying for advertising. Too many throw money at sites like Google and Facebook, seeing very little in return because the tools are improperly used. Our guest this week on Grow Your Firm is Tyler Clark. He’s the founder of ADcountants, which… Read more »
Have you ever seen job boards like UpWork and Freelancer.com and wished you could attract talent that way for your accounting firm? Our guest for this week’s Growing Your Firm podcast decided to make his own talent attracting machine. Jeff Maddux created AccountantList, a job board site that connects people in the accounting world with… Read more »
If you’re a new firm owner, you might start by handing everything from prospecting to customer service to the actual accounting. As a firm grows, these roles have to be given to other people if you want to focus on future products and growth. Hiring another accountant is easy, but what about hiring a business… Read more »
If you’ve been following along with the stories of firms in this podcast, you’ll know that there are distinct stages that each one goes through. That first hire. That point when they decide to redo their workflows. Deciding when to scale up. That sort of thing. John Seiffer has been helping businesses grow for decades…. Read more »
Fix Your Declining Accounting Referral Rate Interview with Lee Frederiksen of Hinge Marketing Did you know that accounting has one of the lowest marketing spends than any other industry? And did you know that might be what’s holding your firm back? In this week’s Grow Your Firm podcast, we’re talking with Lee Frederiksen of Hinge… Read more »
Some firm owners have a dream of selling their firm to a larger company to sit on the beach drinking margaritas. But how can you get there? In this week’s Grow Your Firm podcast, we’re talking with Ryan Lazanis. He was formerly the CEO of Zen Accounting, a customer-experience oriented cloud accounting firm, and is… Read more »