How to Manage Workflow And Ditch Working Until 7PM

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Product Updates, Workflow Excellence.

manage workflow

Maura Wiser, Founder at Bluewater Bookkeeping Services, was living and working out of her inbox before she discovered how to manage workflow correctly. She started using a special tool that helped her do it. You’ll hear all about that tool today… In this episode of the Growing Your Firm Podcast, David Cristello and Maura Wiser… Read more »

How This CPA Owner Earned an “Extra Week of Vacation” with One Tool

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

jetpack workflow

I don’t normally do this… But, recently, I got on the phone with a new user of Jetpack Workflow. His name is Tom Kneeland, he is the Founder and President of Kneeland CPA. After speaking with him…I realized he managed to squeeze out an “extra week of vacation” using Jetpack Workflow. Let me explain. Tom’s… Read more »

The Top Applications We Use at Jetpack Workflow (Review)

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. followup.cc (website) What is it? Followup.cc is a simple “reminder” system to help you follow-up with contacts. Simply… Read more »