We’re SO excited to share this update with you all. The Jetpack workflow templates have long been a backbone for our customers, helping streamline processes across clients and making lives easier one job at a time. However, we haven’t been able to really give it the TLC it deserved…until now. Previously, a template may have… Read more »
If you’ve been in Jetpack Workflow recently, you may have noticed something that seemed to be missing – Archived Jobs. BUT! That’s actually not the case. In an effort to make it easier for users to focus on the jobs that still need to be completed, we’ve moved Archived Jobs into the Jobs list proper… Read more »
Hello everyone and welcome again to the Growing Your Firm podcast. Today’s guest is Jim Bourke, managing director of advisory services at Withum. He also works with the AICPA as a conference co-chair and is a member of the board of directors of MJTC. In this podcast, we talk about how Withum transitioned from only… Read more »
It’s tax season right now, and you might be wondering if you even have time to listen to this podcast. It just might be worth your time to make next tax season, and the rest of your year, far simpler and more profitable. This is our second time interviewing Jeff Borschowa from Maverick Business Academy…. Read more »
Roger Knecht is the President of Universal Accounting, a company that helps accountants, bookkeepers, and tax preparers start and build their accounting businesses into profitable enterprises. One of the core methods they teach is called MAP. You’re going to learn the basics of this tool and where you can learn more information about it. In… Read more »
Can you hear me now? Communicating with your accounting clients can sometimes be a chore. They’re demanding. They ask a lot of questions. They take up your time. They oftentimes feel like a roadblock to the rest of your day. But the reality is that you are their lifeline to the ultimate goal of their… Read more »
Technology is here, whether you like it or not. Cash registers count change for you, your car tells you when to brake, and everywhere you look people’s faces are buried in their cell phones. It’s completely transforming industries across the board, and the accounting industry is no different. Piles of paperwork and spreadsheets are becoming… Read more »
Hey Free Folk! (BTW Game of Thrones is back!) This makes three months in a row for updates, so call us butter because we’re on a roll. July was surprisingly rainy here in Pittsburgh but we are in for a good stretch of bright weather in August. Believe it or not, we actually got… Read more »
Hey Folks! Here is our second month for product updates! Yahooo! It’s been a humid and hot month here in Pittsburgh. We just moved into to some extra offices too. And boy did we need the space! (The A/C might actually be too high, haha!) June was a month for keeping our head down… Read more »
Speaker 1: How are firms actually valued? Obviously the client list is involved, but it’s hard to determine when we’re going to sell or potentially going to acquire, what are the different elements of value or valuation gets put into that, and how can firms start to wrap their head around the different levers that… Read more »