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 »

How to Operate a 70+ Employee Accounting Firm

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

Jetpack Workflow Presents Alan Long

Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur.  You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »

Three Tips to Combat Growing and Merging Pains

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

Any business can be expected to have growing pains, and the faster your firm grows, the bigger those pains can be. This may include hiring new team members, onboarding experienced partners (who already have a specific way of doing things) and merging other firms with your own. Today, David chats with Kyle Walters, who is… Read more »

How One Accounting Firm Scaled The Small Team Barrier

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

Scaling is one problem that many financial firms face when they get a little success under their belts. When you reach certain thresholds, the old ways of running your business will show their brittleness. What may have worked for a team of 6-12 might not work as you add more clients. How do you prepare… Read more »

Building A Strong Team From Hire – Renee Daggat from Admin Books

Posted by & filed under Accountant, Growing Your Firm Podcast, Marketing for Accountants, Team Management.

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 »

Jetpack Interview with Veronica Wasek

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

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 »

How To Streamline Your Business To Run Without You

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

Jetpack Workflow presents: Ron Saharyan

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 »