David Cristello - Podcast Details

Shows

$Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom CPA to Software Entrepreneur: How Ben Taylor Launched SoftLedgerIn this episode of Growing Your Firm, host David Cristello welcomes Ben Taylor, CEO of SoftLedger, to discuss the emerging trend of CPAs transitioning into technology entrepreneurs. With over a decade of experience as a practicing CPA, Ben shares his journey from accounting to software development, highlighting the growing interest among accountants in launching their own tech solutions. David and Ben explore examples of other industry leaders, such as Jackie Meyer and Kelly Mann, who have made similar transitions, and delve into the motivations behind this shift. This conversation offers valuable insights for ambitious accountants looking to innovate and...2025-08-0426 min

Business Beyond Borders: Impactful Insights for CPAs17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David CristelloIn this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to: Understand the transformative potential of AI in accounting, including its impact on productivity and efficiency within firms. Explore practical applications of AI in accounting practices, from project management to client communications and beyond. Gain insights into how AI can augment traditional admin tasks, freeing up t...2024-03-2831 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsLaunching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred TateOn this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and prioritizes client service. You will learn about the importance of connecting people together to create an ecosystem...2024-03-0733 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBehind the Scenes of a Large CAS Practice w/ Kane PolakoffToday on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with various organizations in advisory capacities brings a wealth of knowledge to the conversation. Join them on this exciting journey into the realm of client advisory services. The listener will learn about client advisory services, scaling, tech stack, executing in a high-performance man...2024-02-2929 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Scale with Workflow, M&A, & Niching Down w/ Tammy LittleIn this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in creating effective systems and processes for her business, as well as her strategies for team resourcing that includes both onshore and offshore components. Listeners will learn about the tools and technologies that Tammy and her remote team u...2024-02-1529 min

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessDavid Cristello: Recurring Client Management (RCM) System for Accounting Firm OwnersShow Summary In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluating workflow platforms that suit different business needs, guiding listeners on the criteria for choosing the most appropriate technology for their entities. Drawing from his role as CEO of a software development company, David shares insights on staying abreast of cutting-edge...2023-11-0325 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsNavigating the Talent Crisis in Firms and the Impact of TurboTax LiveIn this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space. Earmark CPE David Leary 2023-10-1239 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow This Firm Primarily Grows By Word of Mouth Marketing w/Kayla GreenIn this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop shop for their clients. Tune in to learn more about their strategies for success and how they have achieved such impressive growth. In this episode, you’ll learn about the success of a small accounting firm in a rural farm com...2023-09-2813 min

The Ambitious Bookkeeper Podcast116 ⎸ [SYSTEMS] Jetpack Workflow with David CristelloSend us a textIn this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.In this episode you’ll hear:David’s inspiration behind building Jetpack Workflowhow often you should review and tweak your processeshow to migrate to new softwares/tools efficiently to avoid overwhelmthe importance of understanding industry needs to tailor services and marketing strategiesResources mentioned in this episode:Jetpack Workflow 2023-09-2054 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow This Firm Owner is Scaling to $3 Million in Revenue w/Louie Vazquez IIIIn this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.2023-09-1421 min

I Love BookkeepingTurn your Practice into a Business with David Cristello - Encore PresentationDavid started out like most entrepreneurs, looking for painful problems to solve. He worked as a freelance marketer and saw a lot of accounting firms struggle with various aspects of their business including project management. [3:45] He realized there was a gap in the market because if you’re a firm owner with a number of clients to manage, the average project management tool is not client centric at all. Sales tools are built for handling a pipeline, not for dealing with tasks. A conversation with one of his first customers lead to the genesis of Jet Pack....2023-02-0951 min

The ProMarketer PodcastHow Optimizing Workflow Can Help Scale Your Firm with David CristelloWorkflow troubles in your accounting firm? Deadlines piling up and keeping you up at night? Or worse –- falling through the cracks? When momentum picks up in your business, the stress of increased projects and due dates can take its toll… especially when things get missed. And because the accounting world literally RUNS on deadlines, managing them and your team well is critical if you want to scale your business. Enter David Cristello, founder and CEO of Jetpack Workflow, an Inc 5000 company. Five years ago, David saw a big need for workflo...2022-03-3031 min

The Modern CPA Success ShowUsing JetPack Workflow for project management with David CristelloQuote“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 WorkflowWhy JetPack Workflow is a valuable project management tool for CPA firmsHow to set up JetPack Workflow in your firmWhen a firm begins to migrate into JetPack WorkflowWhy JetPack Workflow is more effective than other project management toolsHow JetPack Workflow has moved the needle on Summit CPA’s gross profitThe best way for smalle...2020-04-2736 min $Business Strategy for CPA\'s$ Business Strategy for CPA's078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack WorkflowLearn more about PEAK FREEDOM Today’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application. He's also the host of the "Growing Your Firm" podcast, an interview series that highlights best practices and trends in team management, metrics, M&A, marketing and more. David is also the co-author of the best selling book "Double Your Accounting Firm". His work has been featured in Forbes, AccountingToday, and AccountingWeb. I pu...2020-03-2536 min

Run With ItExtracting Pain from Dentists with David CristelloNuggets:Savvy founders often don’t come up with their own business ideas - they get them from an opportune marketYou can do this even if you have a full-time job - you have to get laser focused on the most important activitiesAction Steps:Search for the top 100 dental practices in the countryReach out to them and interview them to find out what about their systems are producing resultsStarting a podcast about dentists as a platform to connect with them could provide you much more leverage than cold emails and build de...2020-02-2033 min

I Love BookkeepingTurn your Practice into a Business with David CristelloDavid started out like most entrepreneurs, looking for painful problems to solve. He worked as a freelance marketer and saw a lot of accounting firms struggle with various aspects of their business including project management. [3:45] He realized there was a gap in the market because if you’re a firm owner with a number of clients to manage, the average project management tool is not client centric at all. Sales tools are built for handling a pipeline, not for dealing with tasks. A conversation with one of his first customers lead to the genesis of Jet Pack....2019-10-0851 min

The Successful Bookkeeper PodcastEP121: David Cristello - Big Ideas For A Successful Business in 2019Happy New Year!! I have a question for you. Are you always striving to be LEGOS? Well, if not, you might want to consider it. Here’s what it stands for. L: Leave it better than you found it E: Execute G: Grow O: Ownership S: Serve There is a new level of competition in 2019, especially in tech enable and tech focus firms. Our returning guest, David Cristello, who is the founder and CEO of Jetpack Workflow, has followed LEGOS with hi...2019-01-0132 min $Accountant\'s Flight Plan$ Accountant's Flight PlanA conversation with the founder of Jetpack Workflow, David CristelloLearn how David decided to focus on workflow, a particular pain point for most accounting owners.2018-06-2644 min

Going Deep with Aaron Watson298 Painting the Software Startup Blueprint w/ David CristelloDavid Cristello had no background in accounting. He’s not a coder. Yet, he is the founder of a fast-growing accounting software startup called Jetpack Workflow. How’d that happen? David diligently interviewed business owners until he found an untapped opportunity, then struck with full force. He’s driven to solve painful problems with smart, passionate, and empathetic people and is building his company in Pittsburgh. Jetpack Workflow is used by thousands of accountants in 12+ countries to help them better manage their client work. Never mi...2018-04-0236 min

The Successful Bookkeeper PodcastEP40: David Cristello - Why Your Process Will Keep Your Bookkeeping Clients HappyChaos. No one likes that in their bookkeeping business. But, when you don't have a trusted process or system in place for staff to follow which details how your operation works, a tornado of destruction will likely ensue. This could happen because clear instructions are not given on how things get done, so others will come up with their own solutions which can lead to disaster including some angry clients. Today, our guest David Cristello, who is the founder of Jetpack Workflow, will offer some suggestions to get you started on...2017-06-1336 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Turn Your Networking Into New Accounting Clients With David FisherDavid Fisher, keynote speaker, author and coach, has seen all the mistakes financial professionals like you have made when networking for accounting clients. Most spend zero time networking or they don’t spend their time correctly when networking for accounting clients. David’s built a catalog of books you can use to learn more advanced networking strategies whether you’re a : freelancer, business owner, Linkedin user and more. On this episode of the Grow Your Firm Podcast, David Cristello and networking guru David Fisher dissect: The best way to network without doing “traditional networking” How just a...2016-09-1547 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Massively Profit on Your Expertise With Seth DavidI'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another. Attention Small Business Owners, Sage Users, QuickBooks Users, Xero Users, Bookkeeping Professionals, Tax Attorneys, and CPAs! I take the complex and make it simple. I'm a teacher and I know how to make it easy...2016-09-0853 min