These 3 Frustrations Are Keeping You From Growing Your Firm

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

Heather Satterley is the owner and founder of Saturday Training and Consulting, and you may remember her from our previous podcast on How to Implement New Accounting Softwares. She helps put the tools and systems in place to help firms scale more profitably and increase productivity, similar to Jetpack Workflow. She’s a member of the… Read more »

How to Onboard New Clients & Manage a Remote Team : The Chad Davis Interview

Posted by & filed under Accountant, Growing Your Firm Podcast, Growing Your Firm Questions, Growth.

Signing the contract is only the beginning. Going through the process to onboard new clients is where the real money is, and Chad Davis from LiveCA will show you what to do. On top of that, Chad will also show you how his firm manages to stay profitable despite having an all-remote team. On this… Read more »