Quote
“Project management tools are built for a defined sprint of work, but there is a big gap in recurring client management tools.” - David Cristello
The finer details of this episode
- David’s background and how he started JetPack Workflow
- Why JetPack Workflow is a valuable project management tool for CPA firms
- How to set up JetPack Workflow in your firm
- When a firm begins to migrate into JetPack Workflow
- Why JetPack Workflow is more effective than other project management tools
- How JetPack Workflow has moved the needle on Summit CPA’s gross profit
- The best way for smaller firms to adapt to a JetPack Workflow
- Summit CPA’s approach to maintaining their JetPack Workflow
- What new things are coming from JetPack Workflow in the future
Episode resources
