Review: The Top Apps We Use To Run Our Business

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 »

Business Checklist Software by Jetpack Workflow

Posted by & filed under Misc.

Visualizing the progress

Finding a robust but simple business checklist software can be challenging! Which is why, in this article, we’re going to cover the most important elements you must consider before choosing your application. Step 1: Defining Your End Desired Outcome  When you’re looking for business checklist software, there’s no shortage of applications, ranging from task, to project,… Read more »

VAT Return Workflow Software

Posted by & filed under Misc.

Group review

Finding a robust VAT Return Workflow Software can be challenging, which is why we’ve outlined key components and questions to ask before investing in a workflow software. Baseline questions around VAT Return Workflow Software Do you currently have a strong process sheet in place?  As a chartered accountant, it’s important to have a robust process… Read more »

Payroll Schedules and Payroll Tracking Systems

Posted by & filed under Misc.

Payroll Schedule software tracking tracker

If you have an accounting firm that tracks payroll for your clients, finding a good tracker or tracking system for payroll schedules can be challenging! Which is why we put together two sample templates that could help in the process! Below you’ll find two designs, one payroll tracker which is organized by the payroll schedule… 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 »