How Systems Allow for More Creativity in Your Firm

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

David Jenyns is the author of SYSTEMology, the host of the Business System Simplified podcast, and the owner of In the past, David helped accounting and bookkeeping firms build solid, effective systems within their business operations, making their businesses scalable. In this podcast, David illustrates the importance of systemizing and refining critical client flow… Read more »

How to Grow a $1M Firm in 3 Years

Posted by & filed under Growing Your Firm Podcast, Growth, Hiring, Team Management.

On this week’s Growing Your Firm podcast, we are speaking with Chris Pentrack. He’s the owner and managing director at Supporting Strategies, a firm that’s just right up the road from our main offices here in Pittsburgh. Chris is an award-winning entrepreneur and finance executive with over a decade of experience leading businesses to financial… Read more »

10 Business-Changing Lessons We Learned From the Cloud Accounting Summit

Posted by & filed under Marketing for Accountants, Team Management, Workflow Excellence.

We had an amazing time hosting the first ever virtual Cloud Accounting Summit. Not only did we learn a ton about how to run a virtual summit, but we also gained some valuable information from the guest speakers who made the event a success. Full summit replay Top 10 Takeaways from the Cloud Accounting Summit… Read more »