How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh
Douglas Slaybaugh, founder of CPA Coach, helps CPAs and accounting executives strengthen leadership, performance, and job satisfaction through better coaching...
Featured Article
5 Key Steps to Automate Your Accounting Workflows
It’s the middle of your busy season, and you wake up in the middle of the night panicking. Did you make that payment on behalf of the client? Did you...
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Never miss deadlines or client work again.
Our intuitive accounting workflow software helps you standardize workflows, automate recurring tasks, and track progress of all your upcoming client work.
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Ready to try Jetpack Workflow?
Free Bookkeeping Templates (Excel, Google Sheets & PDF)
Every small business needs accurate, reliable bookkeeping, but setting up a system from scratch can feel overwhelming. That’s why using...
Free Balance Sheet Template (Excel, Google Sheets & PDF)
Creating a clear financial picture of your business is crucial for making informed decisions and tracking your growth. One of...
Free Payroll Template (Excel, Google Sheets & PDF)
Running payroll is one of the most important responsibilities for any business. Employees expect to be paid accurately and on...
Free Bank Reconciliation Template (Excel, Google Sheets & PDF)
Reconciling your bank statements is one of the most important tasks in maintaining accurate financial records. Without a proper process,...
Free General Ledger Template (Excel & Google Sheets)
Every business needs a reliable system to track financial transactions. A general ledger template offers a structured way to record...
Free T Account Template (Excel, Google Sheets & PDF)
A T account template is one of the most practical tools in accounting, helping businesses clearly track debits and credits...
Inside the Minds of Firm Buyers: Lessons from Accounting M&A Leaders
Featuring insights from Noah Beery (Platform Accounting Group), Marcus Dillon (Dillon Business Advisors), Kyle Pezzi (Solutions Group), and Patrick Ditcher (Appletree...
I Sold My Accounting Firm: A Panel Discussion on the Process and Lessons
Selling a firm is more than a transaction. It is a test of timing, structure, and self-awareness. In this M&A...
How to Finance Accounting Firm Acquisitions: SBA Insights from Sarah Sharp and Shannon Hay
Featuring: Sarah Sharp, Partner at SK&S Law & Founder of Deal Academy Shannon Hay, Senior VP at United Midwest Savings...
Questions Every Firm Leader Should Ask Before Taking Private Equity: Jennifer Wilson’s Guide
Key Takeaways Not every accounting firm needs to sell or merge to grow. Private equity (PE) offers capital but comes...
The First 100 Days After an Acquisition – Ashley Rhoden’s Integration Framework
Key Takeaways The first 100 days after an acquisition are the make-or-break period that determines long-term success. Integration starts during...
