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 »
June 2017 Product Updates
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 »
How Much is My Accounting Firm Worth ?
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 »
Time Saving Applications During Busy Season
It is that time of year again – busy season. Days are long and strenuous and sometimes they last into the night. Personal commitments are pushed to the sideline. Laundry piles up and you have no food in the refrigerator. Life is on hold until April – oh can’t April come soon enough. To help… Read more »
The 7 Habits of Highly Successful Accounting Firm Owners
I recently read Stephen R. Convey’s rendition of the 7 Habits of Highly Effective People and became very curious about how his habits could apply to Accounting & CPA firm owners who are wearing multiple hats. A lot of the time, Accounting & CPA firm owners don’t have someone taking care of their team building,… Read more »
Jetpack Workflow vs Karbon Comparison
In this article, we’re going to review the difference between Jetpack Workflow vs Karbon. 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
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 »
Release notes: Billing Model, Timer, Client documents, and more!
Welcome to the latest release notes! In Jetpack Workflow, you can now: Configurable default whether timer is billable QuickBooks Online integration improvements (time import updates) Document upload associated with clients Default Time Entry … Billable vs Non Billable Under “Settings” (scroll down to the bottom of the screen) you can now set the default… Read more »
Jetpack Workflow Case Study
Firm: LWS Tax & Accounting Firm size: 8 People, 2,000+ clients Service Category: Tax, Payroll, Bookkeeping Pain Points: Growing firm means additional due date tracking, and was manually updating spreadsheets (time-consuming) and was prone to letting client work fall through the cracks. When we first started with Blake at LWS Tax, his system was cobbled… Read more »
Updated: Due Date Extension Tracking | Currency Options & More
This week we’re excited to release a major update in our due date tracking feature, as well as updates to currency options. + Due Dates will automatically roll over to the Due Date Extension (and you can setup email notifications to get the alert) + Update the currency option under settings to include Euro’s, Pounds,… Read more »
American Dollar Converter