How to Improve Workflow Management for Accounting Firms

Posted by & filed under Accountant, Workflow Excellence.

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Increasing your Workflow Efficiency to Increase Capacity This chapter preview comes from the Double Your Accounting Firm book  (Amazon) Sam started his practice ten years ago. He worked “typical” 80-hour weeks to build his dream firm. He hired a dozen workers spread out between CPA practitioners and administrative staff. His firm grew and referrals came… Read more »

How To Craft an Amazing Accounting LinkedIn Profile

Posted by & filed under Marketing for Accountants.

LinkedIn Profile gears

[images style=”1″ image=”” width=”510″ align=”center” top_margin=”0″ full_width=”Y”] 1. The Headshot Getting a recent professional headshot only costs about $50, but so few people do it. The very first impression you’ll make is with your picture. Here are some do’s and don’ts: Do’s • Get a recent professional headshot • Wear professional dress • Smile –… Read more »

Due Date Tracking Software For Accounting

Posted by & filed under Misc.

Finding the right Engagement Management Software can be challenging, so in this post we’re going to cover important questions when researching a software that is a good fit for your firm or practice. Questions to think about when selecting engagement management software When you’re beginning your search for the right engagement management software, it’s important to… Read more »

Quickbooks Online (QBO) Project Management Software

Posted by & filed under Misc.

Are you looking to find the right project management software or application for quickbooks online (QBO) ? In this post, we’ll talk about the key features and questions you’ll need to consider when researching applications. First, setting the criteria.  In many technology hunts, especially ones around project management, it’s important to define what you hope… Read more »

4 Surprising Tactics This Owner Used to Learn How to Build a Referral Based CPA Firm

Posted by & filed under Growing Your Firm Podcast, Marketing, Referrals.

Today we’re excited to release our interview with Michelle Long where we dive into how to build a referral based cpa firm! She’s an established author (five books and counting!), sought after speaker, Founder of Long For Success LLC and Co-host of the Ultimate Accounting Vcon. [images style=”1″ image=”” width=”1200″ align=”center” top_margin=”0″ full_width=”Y”] In this… Read more »

Best CRM for Accountants

Posted by & filed under Misc.

Finding a good CRM for accountants (or accounting firms) can be challenging. Fortunately, there are a few ‘best practices’ for getting and finding the best CRM for your firm. Why CRM?  CRM, or Client Relationship Management, is often geared towards helping salespeople better track their leads and prospects. For many accountants and accounting firms, this is NOT… Read more »

Review: The Top Apps We Use To Run Our Business

Posted by & filed under Accountant.

Managing an accounting practice or firm (as you already know) can be challenging. Which is why I wanted to outline the top applications we use to help us manage our team, process, and product at Jetpack Workflow. (website) What is it? is a simple “reminder” system to help you follow-up with contacts. Simply… Read more »