How to Save 10 Hours per Week With Smart Workflow Systems

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

Having someone like Whit Groves to ensure that all tools and technology are functioning properly is priceless. Whit, a technology specialist at DWG CPA, makes sure that you’re getting an ROI on the technology you currently use. He also helps firm owners figure what’s going on in their businesses so they can formalize their processes…. Read more »

From the Founder’s Desk: A Note About Recurrence and Review

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

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In response to our live webinar on Thursday, July 30, 2020 about our Recurrence feature in the app, many of our customers had questions that we wanted to spend some more time thoughtfully answering. Our CEO and Founder, David Cristello wanted to personally address the changes and your questions. Take a read below for the… Read more »

Feature Release: Introducing the Zapier Integration to Jetpack Workflow

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

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While you were busy finishing up taxes for your clients and dealing with more than you thought was humanly possible this July (yes, it’s only July), we were putting some final touches on the newest Jetpack Workflow feature: Our brand new Zapier integration!  You can now easily keep client information up-to-date between Jetpack Workflow and… Read more »

Seth David on Firm Automation and Growth

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

In this week’s Growing Your Firm podcast, we’re welcoming back Seth David, owner of Nerd Enterprises, Inc. He specializes in online software consulting and training to help businesses use social media tools, web video, and automation. His company has helped over 20,000 small business owners in the accounting space. In this podcast, we’re going to… Read more »

How This Firm Owner Saved 16 Hours By Asking 3 Simple Questions

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

As regular readers know, automation is one of our favorite topics. But what about taking it to the next level? Can you automate a consulting business? The guest for this podcast is Jan Haugo, the founder and CEO of Jan Haugo and Associates. She is a tech-savvy accounting and bookkeeping professional who helps firms really… Read more »

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 Implement New Accounting Softwares

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

Heather Satterley, owner of Satterley Training & Consulting, works with accounting professionals to implement new accounting applications. For many firms, they get hung up on the what, which, why of the technology movement. Frankly, you could waste lots of time and money. Heather came on the show to help us go through what steps to… Read more »