How to Build AI Agents for Accounting Firms: Isaac Perdomo’s Three-Step Framework
Isaac Perdomo's framework for building AI agents has three stages: connect, build, and automate. First, connect AI to the approved...
Featured Article
5 Key Steps to Automate Your Accounting Workflows
It’s the middle of your busy season, and you wake up in the middle of the night panicking. Did you make that payment on behalf of the client? Did you...
Read More
Never miss deadlines or client work again.
Our intuitive accounting workflow software helps you standardize workflows, automate recurring tasks, and track progress of all your upcoming client work.
Ready to try Jetpack Workflow?
Ready to try Jetpack Workflow?
Claude Cowork for Accountants: Toni Witt on Building Real AI Systems
Toni Witt's workshop showed how accounting firms can move from one-off AI chats to reusable systems. He demonstrated the role...
Bookkeeping Workflows: Nancy McClelland on Creating Tax-Ready Books
Running a successful accounting firm is not just about surviving tax season. It is about building bookkeeping workflows that keep...
Ira Rosenbloom on Accounting Firm Succession Planning: Build a Profitable Firm That Lasts
Accounting firm succession planning has become one of the biggest strategic priorities for CPA firms facing partner retirements, talent shortages,...
Selling an Accounting Firm: How Mike Payne Scaled, Merged, and Planned His Next Chapter
Selling an accounting firm is about more than finding the highest bidder. It is about finding the right strategic partner....
The Top Experts in AI Accounting Every Firm Should Follow
Artificial intelligence is rapidly changing the accounting profession, from workflow automation and bookkeeping to tax, advisory, and practice management. The...
Accounting Firm Growth: How Yuri Kapilovich Built a $290K Firm as a Team of One
Many accounting firm owners believe growth requires a large team, long hours, and constant hustle. Yuri Kapilovich, known as "The...
How Adam Shay Scaled and Sold a $2.5M Accounting Firm
Building a successful accounting firm is not just about winning new clients. According to Adam Shay, CPA and founder of...
How Better Accounting Workflows Improve Client Retention
Accounting workflows play a direct role in client retention. When workflows are organized, standardized, and visible across the firm, clients...
The Accounting Workflow Process Framework Every Firm Should Follow
An accounting workflow process is the structured sequence of steps an accounting firm follows to manage client work from intake...
How Accounting Firms Build Predictable Recurring Revenue
Recurring revenue for accounting firms has become one of the most important drivers of operational stability and long-term growth. Many...
The Staffing Strategy Growing Accounting Firms Use
Many growing accounting firms are struggling to scale because highly skilled CPAs are spending too much time on repetitive administrative...
