Feature Update: Template Profile Revamp

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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 »

Feature Update: Archived Jobs

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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 »

Jumping Into Advisory Services The Smart Way With Jim Bourke of Withum

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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 »

Getting Your True Worth From Clients – Jeff Borschowa from Maverick Business Academy

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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 »

How To Use MAP To Make Your Accounting Business Profitable

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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 »

July 2017 Product Updates

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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

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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 »