If you’ve been dreaming of creating better workflow systems for your firm or improving the ones you already have in place, you may be looking into using Jetpack Workflow to accomplish that. But how do you get started with Jetpack? What if you don’t have a written system in place now? How do you make… Read more »
Welcome back to the Growing Your Firm podcast and welcome back to Chuck Bauer. This is our second interview with him and we are grateful that he’s come back to talk more about how you can take your firm to the next level. In this interview, we talk about a program that he uses to… Read more »
If you’ve read the stories on our side, it’s a familiar refrain. A small bookkeeper wants to grow but hits the limits of handling physical paperwork. Just a small switch to the cloud and a bit of retraining often triples the business of these firms and lets them scale as much as they desire. We… Read more »
Whether you’re building an accounting firm or expanding your current team, you’ll probably find that hiring new team members can be a daunting task. We get it. You’re an accountant. You have clients to take care of, and your workflow can’t be put on hold for you to figure out the hiring process. On the… Read more »
Creating great workflow processes is great for making your firm more efficient and profitable. It can do much more than that, however. In our chat with Veronica Wasek, we learn how she’s using excellent workflow to grow her company and take on the caliber of clients she’s always dreamed of working with. The best part… Read more »
Steven Gabrielsen is the president of SLG Advising and came on the show today to talk about how you can build a book of business. He’s worked out some great modern ways to get leads and find new clients using social media and technology. With these methods, not only do you sell your services, butyou… Read more »
Ron Saharyan is the co-founder and managing partner at Profit First Professionals. He came on the show today to talk about something called the Clockwork Strategy, which is all about process and workflow and automating your business, making it more scalable, hassle-free, and a better tangible asset. In this episode of the Growing Your Firm… Read more »
This week, Growing Your Firm is staying true to its name and asking one firm owner how she grew her firm from a solo bookkeeping service to a thriving six-person team. Monique Swansen is the head of Automated Accounting Services, located in Merrimac, Massachusetts. In this podcast, we talk about how she’s been able to… Read more »
On today’s podcast, we talk to Kelly Christian, owner of KC & Company. She and her husband were able to change their business from an offline business focusing on small-town clients in Canada into a thriving and growing online business that lets them be location independent.
Our discussion this week centers on how to avoid overthinking your workflow. When faced with so many tools and options, how do you start building that perfect workflow for your business without getting analysis paralysis? Kellie shares some great tips.