Time Blocking May Be The Best Productivity Tool You’re Not Using

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

Everyone has the same number of hours in the day, but not everyone uses them wisely. There are dozens of little mosquitoes buzzing around us to suck the time out of our days. When you start to transition to a managerial role or begin to scale up, these little distractions like long meetings and controlling… Read more »

How can the Accounting Firm audience follow up with you

Posted by & filed under Misc.

  Speaker 1: What’s the best way for them to reach out, connect, learn more about all of the things that you’re doing over there at the Rainmaker Companies? Angie: Sure, my email is angie@therainmakercompanies.com. My direct line is 615-627-1802. And my website is www.therainmakercompanies.com. Speaker 1: And to give some perspective on rainmakerscompanies.com, at… Read more »

Jetpack Workflow vs Karbon Comparison

Posted by & filed under Misc, Uncategorized.

In this article, we’re going to review the difference between Jetpack Workflow vs Karbon. vs. Both tools are built for accounting firms, and while there are similarities between the tool, there are also important differences between the two products. Note: It’s important to state that a single tool will not be the right tool for… Read more »

What is Karbon software task management? A Review

Posted by & filed under Misc, Uncategorized.

What to learn what is Karbon HQ and review of Karbon Task management? This article will go into what is Aero Workflow, and some of the core features, pricing, and overview of Aero Workflow What is Karbon Software ? Overview and Review Karbon Task & workflow management is a workflow management application, focused on accounting professionals…. Read more »

What is Aero Workflow? Our Review

Posted by & filed under Misc.

Aero Workflow Manager Logo

In this post, we’ll walk through a high level review of Aero Workflow (https://www.aeroworkflow.com), which covers the core features, pricing, and information on the application. Aero workflow is a workflow management application for accounting firms, originally launched via it’s integration with MethodCRM, but then released as a standalone platform shortly thereafter. When evaluating any workflow… Read more »

Release August 30th (Billing Model, QBO updates)

Posted by & filed under Misc.

Welcome to the latest release notes! In Jetpack Workflow, you can now: Single client mapping for our QBO integration  Sign up / sign in via Intuit  (Non QBO) You can now adjust the billing model to Staff Hourly, Service Hourly, Fixed, or Comp fees.  Update Billing Model: Under the Jobs Foundation page, you can now… Read more »

2017 Tax Return Deadline & Due Dates (Updated)

Posted by & filed under Misc.

2017 Tax Return Due Dates

 When reviewing the 2016 tax dates (due in 2017), it’s important to keep in mind some critical changes to the 2017 tax due dates. Please review the information below, however, it’s always recommend to check the IRS website for the most up to date information on tax due dates. Updates: Tuesday, January 31: Up until… Read more »

Pricing Update Email

Posted by & filed under Misc.

Jetpack Workflow: Pricing Update Email Announcement I wanted to send over a note to let you know that we’re raising prices in the beginning of September. Your first question might be “How can I potentially access the early pricing?” What you can do to reserve early pricing today (ie: not pay more) The price increase will only impact firms that… Read more »

Experienced Software Developer

Posted by & filed under Misc.

Small to medium sized accounting firms use Jetpack Workflow to manage their customers, their recurring projects, and their unique workflows. We provide free trials, so go try it out! We are an early stage startup, formerly of AlphaLab. And now we are looking for a software developer to join our growing team in our East… Read more »

Engagement Management Software for Accountants & CPA’s

Posted by & filed under Misc.

Finding the right Engagement Management Software can be challenging, so in this post we’re going to cover important questions when researching a software that is a good fit for your firm or practice. Questions to think about when selecting engagement management software When you’re beginning your search for the right engagement management software, it’s important to… Read more »