BONUS: Will “BigBox Tax” survive COVID-19? & Other Undercover Discoveries

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

20200403 David Cristello secret dark

Today we’re revealing a secret project we did at Jetpack Workflow to see what we could learn from the big boys of the retail accounting world. Someone in our community was a recent customer service professional in 2019 and a tax preparer in 2020. We’ll call them “Sam.” We will reveal what we learned about… Read more »

Creating 5 Star Service & Scaling Excellence: The Angie Grissom Interview

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Referrals, Team Management.

Angie Grissom, President of the Rainmaker Companies, knows what it takes to deliver 5 star service. (And it’s not in the way you might think). Not only does Angie’s company help partners and owners “make it rain” with new clients…she consults on delivering incredible service, which leads to more growth. Funny enough, growth may not… Read more »