Workflow Management: 3 Signs Your Firm Has Outgrown Its Business Processes

Posted by & filed under Growing Your Firm Questions, Workflow Excellence.

Workflow Management: 3 Signs Your Firm Has Outgrown Its Business Processes

When you first decided to start your own accounting firm, everything about managing your workflow seemed to click into place easily and without much effort. The bureaucracy from having worked at other firms melted away. And you caught yourself thinking how you had discovered the secret to making work better and you had mastered the… Read more »

How to Create a Culture of Effective Communication in Your Firm

Posted by & filed under Team Management, Workflow Excellence.

And just like that, Summer is over. It went fast, didn’t it? Even though your vacation time looks different this year, the time away will hopefully afford you and your team a much-needed time to relax and reconnect with family.  Unfortunately, missing a business day can have cascading impacts on workflows, resource management, and communication… Read more »

From Nearly Closing Their Doors to a 25% Profit Increase in 6 Weeks

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

What do you do when your back is against the wall with your business? That could be the best time to take a huge chance. It paid off for our guest this week, Teresa Slack. Teresa is the CEO of Financly Bookkeeping Solutions, a Canadian bookkeeping firm with a specialty in eCommerce bookkeeping. Unusually, they… Read more »

How to Save 10 Hours per Week With Smart Workflow Systems

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

Having someone like Whit Groves to ensure that all tools and technology are functioning properly is priceless. Whit, a technology specialist at DWG CPA, makes sure that you’re getting an ROI on the technology you currently use. He also helps firm owners figure what’s going on in their businesses so they can formalize their processes…. Read more »

How Systems Allow for More Creativity in Your Firm

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

David Jenyns is the author of SYSTEMology, the host of the Business System Simplified podcast, and the owner of systemhub.com. In the past, David helped accounting and bookkeeping firms build solid, effective systems within their business operations, making their businesses scalable. In this podcast, David illustrates the importance of systemizing and refining critical client flow… Read more »

From the Founder’s Desk: A Note About Recurrence and Review

Posted by & filed under Product Updates, Team Management, Workflow Excellence.

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In response to our live webinar on Thursday, July 30, 2020 about our Recurrence feature in the app, many of our customers had questions that we wanted to spend some more time thoughtfully answering. Our CEO and Founder, David Cristello wanted to personally address the changes and your questions. Take a read below for the… Read more »

Feature Release: Introducing the Zapier Integration to Jetpack Workflow

Posted by & filed under Product Updates, Team Management, Workflow Excellence.

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While you were busy finishing up taxes for your clients and dealing with more than you thought was humanly possible this July (yes, it’s only July), we were putting some final touches on the newest Jetpack Workflow feature: Our brand new Zapier integration!  You can now easily keep client information up-to-date between Jetpack Workflow and… Read more »