Our book “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams and Increase Profit” was released on Amazon. Hardcover copies will be available in the coming weeks. With this book, we plan to add even more value to your accounting firm besides just workflow processes. Page 52: Actual scripts… Read more »
Todd Steinburg, of 21st Century Pros, returns for a second go on the podcast, to show you the million-dollar opportunity missing from your accounting firm. We discussed sales and marketing in his last stint, but today Todd reveals how you’re leaving potentially millions of dollars on your plate. In this episode of the Growing Your… Read more »
Michael Palmer, President of Pure Bookkeeping North America & Podcast host, works specifically with bookkeepers to help grow your bookkeeping practice. Michael spent close to a decade giving bookkeepers the tools to start, grow and scale their own business outside of the accounting firm realm. In this episode of the Growing Your Firm Podcast by… Read more »
It wasn’t hard to find a reason to bring back author, accounting firm consultant, international speaker, and futuristic firm guru Rob Nixon back on the podcast to show you how to build the perfect accounting firm. You can find our prior interview with Rob here in order to hear more about his background. This time… Read more »
Let’s discuss the elephant in the room. How many sales calls have you done in the last 7 days? Let me take a guess…. 0, 1, maybe 2? If you said anything less than 5, you are actually burning the money you need to grow your firm and to build your team. Most accountants hate… Read more »
Clayton Oates, a Top 25 Thought Leader in Accounting, has spent 20 years helping firms, like yours, never lose your biggest client. The catch. “If you haven’t lost your biggest client yet…just wait.” Sounds contradictory, but the point is: If you establish the right nurturing steps for old clients in place, plus growth steps to… Read more »
Over the years, Jetpack Workflow has interviewed hundreds of accountants and CPA firms owners. During these interviews, we have dug deep into what is working in the industry and what are some things to avoid. To cut right to the chase, here are the top 7 new age tactics highly successful CPA firm owners are… Read more »
Busy season is officially over, and of course, the first two questions I want to ask you are: 1. How many potential prospects have you spoken to within the past 7 days? 2. What have you done to get those meetings on your calendar? The second question is ultimately what I want to focus this… Read more »
So we know referrals are the lifeblood of many firms, but often, when we take a look inside these ‘referrals’ that are the core driver of growth, are flaky at best. And what I mean is that they are not predictable, there isn’t a system, and there is only one way someone can refer a… Read more »
“You don’t know what you don’t know” – Unknown It’s a common saying. The cliché is used when you’re in a situation you don’t know enough about it and it’s hard to foresee what could go wrong. This is the same for your CPA firm because your clients are the cliché. They hire your firm… Read more »