A Practical Guide to Hiring your first Business Development Specialist

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

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 »

The Three Stages Of Firm Growth

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

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 »

Accounting Referrals Have Declined 15% In Five Years

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

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 »

The Core Process You Need To Accelerate Your Firm’s Growth

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

How to Systemically Accelerate Your Firm’s Growth Welcome back to the Grow Your Firm podcast! This week’s guest is Lisa Campbell of the Marcam Group. Lisa transitioned her firm from basic bookkeeping to coaching and advisory in under seven years. In our half-hour conversation, she revealed an underlying pattern we’ve noticed many of our guests… Read more »

Could CashFlowTool Expand Your Advisory Services?

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

Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients using a new tool called CashFlowTool. It helps you help clients with cashflow issues to improve and grow your advisory services. But we didn’t just talk about software in our interview. We also talked about… Read more »

The Surprising Truth About Accounting Firm Acquisitions

Posted by & filed under Accountant, Growing Your Firm Podcast, Pricing for Accountants, Workflow Excellence.

Jetpack Workflow Presents Orin Wilson of C3 Consolidated

C3 Consolidated has a simple mission: acquire firms or create partnerships. With years of accounting firm background and experience, they apply what they’ve learned about process workflow, business organization, and growth to make those firms more profitable and better organized so clients and employees are happy. Needless to say, they are very good at what… Read more »

How to Get More for Your Services – Michele Riffe of Sherwood Financial

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

Jetpack Workflow presents: Michele Riffe of Sherwood Financial

In this world we live in, the value you put on yourself largely dictates the value others assign to you. If you’re looking to get paid more and land higher-paying clients, you may need to take a step back and analyze your mindset. In this episode, Michele Riffe of Sherwood Financial and micheleriffe.com talks about… Read more »