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

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

BLOG_Featured Image_ Founder's Desk_recurrence and review

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.

SEO-BLOG_Featured-Image_-Product-Update

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 »

Use DOWNTIME to Increase Your Firm’s Productivity

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

In this podcast, our guest is Arianna Campbell, the director of Boomer Consulting. She provides direction and guidance for multiple phases of a firm’s business, focusing primarily on Lean Six Sigma consulting, facilitation, and internal continuous improvement projects. Arianna’s name has popped up all over the ecosystem, and I am confident that she will provide… Read more »

Seth David on Firm Automation and Growth

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

In this week’s Growing Your Firm podcast, we’re welcoming back Seth David, owner of Nerd Enterprises, Inc. He specializes in online software consulting and training to help businesses use social media tools, web video, and automation. His company has helped over 20,000 small business owners in the accounting space. In this podcast, we’re going to… Read more »

How This Firm Owner Saved 16 Hours By Asking 3 Simple Questions

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

As regular readers know, automation is one of our favorite topics. But what about taking it to the next level? Can you automate a consulting business? The guest for this podcast is Jan Haugo, the founder and CEO of Jan Haugo and Associates. She is a tech-savvy accounting and bookkeeping professional who helps firms really… Read more »