Shows
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFirm as a Service: How Dark Horse is Transforming the Accounting Firm ModelFirm as a Service (FaaS) is a model that gives accountants the entire infrastructure of a firm technology, staffing, marketing, and support so they can focus on serving clients and scaling their practice. Unlike traditional partnerships or franchises, FaaS lets accountants retain ownership of their client base while benefiting from shared systems and resources. In a recent Growing Your Firm podcast, David Cristello, Founder of Jetpack Workflow, spoke with Chase Birky, CEO of Dark Horse, about how this approach is reshaping firm ownership.
2025-08-2248 min
The Big 4 Transparency PodcastBest Practices from 374 Firm Leader Podcasts with David CristelloIn Episode 75 of the Big 4 Transparency Podcast, David Cristello, founder and CEO of Jetpack Workflow discusses the unique needs of the accounting industry, the journey of launching Jetpack Workflow, and the importance of workflow management in accounting firms. David shares insights from his entrepreneurial journey, the role of his podcast 'Growing Your Firm' in building community and educating the market, and offers advice for accounting podcasts. The conversation also highlights common traits of successful accounting firms and the significance of focusing on a specific target audience.Check out Forwardly for a streamlined solution to invoicing and bill...
2025-07-2437 min
Building the Premier Accounting FirmRewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David CristelloJoin us as we revisit this conversation from 2020! Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a profession. Roger and David discuss both the why's and how's to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help th...
2024-10-1958 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFPOn this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes in serving physicians, dentists, and high-income families with comprehensive planning. Listeners can expect discussions on workflow, process, tech stack, AI, and more as Michelle delves into her journey from a 15-year partnership to launching her own firm. The listener will learn about Michelle Neiswender's journey in the w...
2024-09-0519 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsTalent Crunch!? This Guy Has 500 Accounting Candidates Ready for HireIn this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm. They explore criteria, best practices, and the importance of building strong relationships with team members. Tune in to gain insights on how to effectively integrate outsourced teams and enhance your fi...
2024-08-1528 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsEliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica ZoraidaIn this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedicated to helping profitable, growing businesses, particularly those operated by marginalized populations, maximize their financial outcomes. Jessica discusses her mission to support women and other marginalized groups in the business world, highlighting the services her firm offers and the types of clients they serve. ...
2024-06-0626 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsCAS vs. CAAS vs. Profit First w/ Ron SaharyanOn this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for insightful discussions and a special reveal at the conclusion! The listener will learn about Profit First Professionals, implementing the Profit First system in their business, client advisory services (CAS), subscription services in a...
2024-05-2327 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsUnlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni WhitehouseIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. Join us as we explore insights into talent acquisition and dive deep into various industry-specific ch...
2024-05-0928 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuilding a Family Firm, Tax Planning, and Process Best Practices w/ Samantha SantanielloToday's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achieving work-life balance in the accounting industry. The listener will learn about setting boundaries, systems and processes for scaling a firm, managing personal routines and juggling multiple responsibilities as a business owner and parent. They will...
2024-05-0223 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Sell Advisory Services at Your Firm w/ Adam LeanIn this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value. Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled a...
2024-04-1837 min
Accounting Firm Growth StrategiesScaling Up Without Breaking Down Workflow Strategies for Accounting Firm GrowthAs your accounting firm grows, so do the complexities of managing your workflows.
Bottlenecks, inefficiencies, and lack of visibility can quickly derail your scaling efforts and increase your teams overwhelm.
That’s why you’ll want a workflow that keeps pace with your firm’s growth.
Whether you're an accountant, tax preparer or bookkeeper, discover strategies for streamlined workflows that support growth, increased profitability, and skyrockets productivity.
Here’s what to expect during this action-packed training:
✔ How to avoid workflow bottlenecks as your firm grows
✔ Harness the power of AI...
2024-04-1140 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 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsScaling Payroll Services to 7 Figures w/ Tyler WinnIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside running Cirrus Payroll, Tyler operates a coaching business for accountants called Payroll Profits (Formally, Winning with Payroll), where he debunks the myth that payroll services are inherently unprofitable and unpleasant to manage. He discusses the benefits of separating payroll...
2024-03-1421 minGrowing 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 minBuilding the Premier Accounting FirmRewind : Scaling Your Business Through Workflow Management w/ David CristelloJoin us as we revisit this conversation from 2023! In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with workflow expert David Cristello as they explore the topic of Scaling Your Business Through Workflow Management. They discuss the importance of having a workflow system in place for businesses of all sizes, as it can help streamline operations and increase efficiency. They also delve into how workflow management can aid in scaling a business by creating processes that can be automated, allowing for more time to focus on growth and...
2024-02-0356 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuying Out Partners, Implementing Workflow, and Referral Systems to 2X GrowthIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and discusses how the firm expanded its staff to four members. This episode is sponsored by LiveFlow. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks ac...
2024-02-0123 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWhy You SHOULD Get Into Form 1040 Services w/ Trina RozenIn this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and finding success as a solo practitioner in South Pasadena, California. Tune in for an entertaining and informative conversation. In this episode, we talk about Trina’s experiences with tax preparation and running her firm. But we also dive into some of the following topics: ...
2023-12-0728 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsStop Buying Accounting Firms, Do This Instead w/ Stephanie MackIn this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automation and software in streamlining accounting processes and talks about the increasing number of CPAs and EAs retiring, creating opportunities for her practice. Tune in to learn more about Stephanie's unique approach to growth and her perspective on the future of the accounting industry.
2023-11-2222 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Systemize Your Firm to Take Maternity Leave w/Melissa L. Miranda, CPAIn this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business. In this episode, you will learn about Melissa Miranda's experience preparing for maternity leave as a business owner, including t...
2023-10-2620 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
2023-09-2053 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHiring Secrets from a 90-Person (Remote) Accounting FirmShauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here. Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our interview with Shauna. Check out Part 1 here. In the summary and podcast Jetpack covers Shanua’s inside look at team building and recruiting.
2023-05-1130 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Prepare for a Recession, Prioritize the "Next Thing" in Your Firm, and MoreRoger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. David and Roger discuss the abnormalities businesses were faced with during and after the COVID Pandemic. David Cristello, founder and CEO of Jetpack Workflow, offers two questions and perspectives for Roger, and the biggest takeaway here is to st...
2022-12-2927 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWhat Holiday Shopping Can Teach Us About Running an Accounting FirmWe’re back with another solocast! In this episode, David Cristello, founder and CEO of Jetpack Workflow reminds us of the importance of staying a student during the holiday season. This time of the year is crazy. On the personal front, you’re purchasing and navigating a lot of different buying experiences. You’re also factoring in changes that may be happening in 2023 as well. You’ll also start to think about these things for your business. During this time, it’s important to stay a student of your buying experiences by keeping in mind what’s worki...
2022-12-1511 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsProfit and Revenue Benchmarks for AccountantsRob Nixon has worked in the accounting industry for 28 years. He began his journey in May of 1994 when he started a seminar company in a small Australian town: Dubbo, NSW, Australia. After getting noticed by an accountant who wanted him to present his seminar to his clients, Rob decided to fully focus on accounting firm marketing for accountants. Since then, Rob has trained about 200,000 accountants and coached around 600 firms. Rob Nixon is back again in this recent edition of the Growing Your Firm Podcast! CEO and founder of Jetpack Workflow David Cristello interviews Rob Nixon, an accounting...
2022-12-0123 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Honest Conversation About What’s Holding Back Firm OwnersGeraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family. Through her experiences with coaching CPAs, Geraldine has a lot of information to help you move forward with your practices and your firm. In this Growing Your Firm Podcast, CEO and Founder of Jetpack W...
2022-11-1035 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to build 7 figure marketing funnels for your accounting firmShanita Jones is a co-owner of a childcare business and a CPA in the childcare industry. Her main goal is to help childcare business owners overcome their struggles in the industry. Other than focusing on childcare, Shanita also loves copy. She assists others with mastering their copy and messaging styles. Besides work, Shanita is a big reader and learner. In today’s Growing Your Firm Podcast, founder and CEO of Jetpack Workflow David Cristello introduces Shanita Jones--the CEO of Jones Tax and Financial Services. She recently achieved the Two Comma Club Award (reaching seven figures in her bu...
2022-10-2728 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom Burnout to Working 10 Hours/Week on his 1M FirmReza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza’s website is rezahooda.com. In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in Reza Hooda, a mentor for growing accountants. Reza discusses how he went from a struggling firm owner to only working 10 hours a week at his one million dollar firm. Reza introduces some key aspects that helped hi...
2022-10-1327 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals5 Non-Obvious Tax Saving Strategies for Your Accounting ClientsMark Myers is the founder of Peak Profit Solutions, and he’s a Tax Savings Architect. As stated on his website, “Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.” In this “Growing Your Firm” podcast, CEO and founder of Jetpack Workflow, David Cristello, discusses five tax-saving strategies for accounting clients. He interviews Mark Myers, the founder of Peak Profit Solutions. During this interview, Mark gives insight into several different ways to save on taxes in y...
2022-09-2933 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Escape the CPA Firm Rat RaceMichael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael Frost to speak about the ups and downs of the CPA firm owner rat race. Although Michael found success in his firm, there was also struggle. Nonetheless, Michael is here to share his s...
2022-09-1537 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsCompliance Isn’t Dead…Here’s What IsIn this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn’t dying, but some factors of the artform are going away. As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. David thinks that this anti-tech mindset is nonsense. Learning more about compliance will help you understand more about your practice and the direction of your business.
2022-09-0109 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsQuestions to Get Your Firm Ready for 2023As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. We’ve also made exceptional progress and produced innovative ideas for our firms. Now, it’s time to reflect on what we’ve done and see how we can edit, change, improve, or keep working on diffe...
2022-08-1712 min
The Tech Talk for Accountants Show"Jetpack Workflow: The Automated Process That Will Make You a More Efficient Manager"If you're looking for a way to become a more efficient manager, Jetpack Workflow is the answer. With its Sat method, you can automate processes and delegate tasks, avoiding the constant firefighting mode. As a result, you'll have better visibility over what's going on with your team and be able to make more informed decisions.
Go to: www.tech4accountants.net
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Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
2022-08-0502 min
The Tech Talk for Accountants Show"Jetpack Workflow: The Automated Process That Will Make You a More Efficient Manager"If you're looking for a way to become a more efficient manager, Jetpack Workflow is the answer. With its Sat method, you can automate processes and delegate tasks, avoiding the constant firefighting mode. As a result, you'll have better visibility over what's going on with your team and be able to make more informed decisions. Go to: www.tech4accountants.net --- Send in a voice message: https://anchor.fm/rush-tech-support/message
2022-08-0502 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsIs a Recession Happening? What Do You Need to Focus On?In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its current state. If you find yourself stuck in this recession, David offers three areas to focus your efforts: Systems Clients Referrals What can you do to create a more resilient firm? Read mor...
2022-08-0414 minThe Tech Talk for Accountants Show"Jetpack Workflow: The accounting, bookkeeping, payroll, and tax firm's best friend"If you manage a small to medium-sized accounting, bookkeeping, payroll, or tax firm, Jetpack Workflow can help you streamline your work processes and free up your time to focus on what you do best. With Jetpack Workflow, you can automate recurring deadlines and due dates, as well as designate when certain tasks need to be completed by specific team members. Jetpack Workflow also provides a set of views and reports to help you track your progress and ensure
Go to: www.tech4accountants.net
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Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
2022-08-0202 minThe Tech Talk for Accountants ShowDavid Cristello-All About Project Administration for AccountantsDavid Cristello is the CEO and Founder of Jetpack Workflow and is originally from Pittsburgh, Pennsylvania. He is driven to work with intelligent, motivated, and compassionate people to solve problems. David has experience in marketing, particularly for startups, small firms, and business owners.
Thousands of accountants in more than 18 countries use Jetpack Workflow to help them organize their client work more effectively and complete their tasks on time. Jetpack Workflow is an award-winning Saas, and it was defined as the "recurring client management" software category in professional service firms.
Go to: www.tech4accountants.net
2022-08-0139 minThe Tech Talk for Accountants ShowDavid Cristello-All About Project Administration for AccountantsDavid Cristello is the CEO and Founder of Jetpack Workflow and is originally from Pittsburgh, Pennsylvania. He is driven to work with intelligent, motivated, and compassionate people to solve problems. David has experience in marketing, particularly for startups, small firms, and business owners. Thousands of accountants in more than 18 countries use Jetpack Workflow to help them organize their client work more effectively and complete their tasks on time. Jetpack Workflow is an award-winning Saas, and it was defined as the "recurring client management" software category in professional service firms. Go to: www.tech4accountants.net --- Send in a voice...
2022-08-0139 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals3 Hidden Profit Optimizers for Your Tax & Accounting PracticeJassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy®, taxfirms.com, and the co-founder of the software startup Prolaera. He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm. In this book, Jassen gives advice to his readers concerning growing their firms. In the podcast, Jassen talks about three of the twelve steps he created to assist entrepreneurs with growing their firms. From managing workflow to practicing salesmanship, Jassen is giving the...
2022-06-3035 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Secret Leverage Behind Workflow AuditsWhat is the secret leverage behind workflow audits? In this solocast, Jetpack Workflow Founder and CEO David Cristello will help you elevate your firm and become a critical thinker when conducting your workflow audit. He focuses on how you can build a metaphorical engine to help you execute more efficiently and effectively. If you designate yourself in the “I do it” bucket or rely on your employees, take a step back and think of a different way to approach your audit. If you want to create an enterprise or develop an “engine” that will build up your f...
2022-06-2310 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHate Marketing? Start HereToday, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. With a reliable flow of new clients each month, you’ll have more accurate forecasting and can measure your capacity and get ahea...
2022-05-1913 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Process and Outputs Come FirstToday, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P’s: People, Process, and Product. He’d determine where the biggest issues were and help the owners make corrections. Typically, the people (staff) were great, and when they weren’t, it was obvious they needed to go. If this were the case, he’d advise the owners to get rid of them quickly so the rest of y...
2022-05-1208 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe Hidden, Simple Growth Lever in Your FirmToday, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that’s easy to implement and can improve profits but is often ignored—raising your prices. Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren’t evaluating your prices frequently, you are likely underselling your clients. However when you implement a new pricing strategy, you’ll elevate profits and your client base and have a better work/life balance as you scale.
2022-05-0508 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsDo This ONE THING Right After Busy SeasonIn this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.
2022-04-2811 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHiring Post Tax SeasonThe Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry. The CEO and founder of Jetpack Workflow, David Cristello is addressing the problem in this podcast. He’ll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.
2022-04-2114 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsCreating A Great Client Experience With Content SnareIf you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients. Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding. It's a big mess and a colossal waste of time. That's why we built Content Snare. It makes gathering info from your clients fast...
2022-04-0721 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 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom Spreadsheets to Workflow SanitySpecialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!
2021-10-1422 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWorkflow Queen’s Must-Have Tools & Tactics for Growing Your FirmI teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time! Are you wondering how this became my life? After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up. I hit a wall...
2021-08-2631 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals250th Celebration EpisodeDriven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Stay on Target + Serve with Humility I have a background in (lean,cost effective, measurable, value driven) marketing, specifically for small businesses, entrepreneurs, and startups.
2021-08-1955 min
Systems SimplifiedThe Importance of Workflow Software in Any Industry with David CristelloDavid Cristello is the Founder and CEO of Jetpack Workflow, a workflow software that helps accountants and bookkeepers hit deadlines and improve their task management. David has a background in marketing and was previously a Technical Marketing Consultant at his own firm. David is also the host of the Growing Your Firm Podcast and co-author of the book Double Your Accounting Firm. In this episode: Millions of companies in a variety of industries use some form of workflow software. However, one industry was getting overlooked that may have needed it the most. That's where David...
2021-08-1326 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals3 Examples of LinkedIn (and TikTok?!) Posts for Accounting Firm OwnersI help you cut through the noise so the right customers reach out to work with you. ✅ Capture attention ✅ Build trust as the expert in your industry ✅ Grow revenue It’s hard to stand out and trying to cut through all the noise is overwhelming. It doesn’t need to be this way. I spent 12 years building a tech company with 2.6 million in annual revenue―one of Inc. Magazine's fastest growing companies. After selling that company―I looked back and realized I could have done it faster. So I got clear on...
2021-07-2927 min
The Cannabis Accounting PodcastEp. 68: Work Smarter, Not Harder: Innovating Cannabis Accounting Solutions with JetPack Workflow SoftwareWhile it’s fun to see the rewards that working hard brings us as accountants and bookkeepers, those rewards never seem to come without a bit of struggle. Sometimes, we need a little bit of help. (And that’s okay!) A great way to give yourself the assistance you need is to utilize intuitive software solutions. These streamline processes and maximize efficiencies so you continue to provide higher-level services to each of your clients. Not only does this streamlining make your life easier, but it also increases the value of your services...and your fees.
On the late...
2021-06-0728 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsYou’re No Fool This Tax Season: 5 Ways to Stay SaneDriven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Stay on Target + Serve with Humility I have a background in (lean, cost-effective, measurable, value-driven) marketing, specifically for small businesses, entrepreneurs, and startups.
2021-04-0108 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals[SOLOCAST] Predictions for 2021 in AccountingDavid Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner. In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year: Secure a margin of safety for your firm. Secure opportunities to serve existing and new clients. Secure your own wellness and goals. Read the full summary on our blog at jetpackworkflow.com/blog/prepare-for-2021-in-accounting
2020-12-3113 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Get Referrals Without AskingWHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in growing your business and allows you to be seen as the expert, not the always hustling salesperson. WHY IT WORKS: For decades the advice on how to generate referrals...
2020-09-1034 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThe 6 Little White Lies CPAs Tell ThemselvesBoth solo and partner CPAs are burnt out and fried from a killer tax season. They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load. Fewer clients, greater income. Here's how: ✅ Shift from hourly to value-based fees ✅ Specialize inside a vertical to increase expertise and stand out from the crowd ✅ Create their Signature Framework to get better and more consistent result...
2020-09-0335 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Use a Book to Build a 7+ Figure BusinessChandler is the author of 6 bestselling books including “Book Launch” and his most recent book titled “Published.”. He’s also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he’s helped thousands of people on their journey to writing their first book. Chandler was bitten by the entrepreneurial bug at an early age. While his friends were off searching for jobs, he was out starting businesses. He began early (age 11) by selling his personal snacks at scout camp and, by age 17 he...
2020-08-2734 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom Nearly Closing Their Doors to a 25% Profit Increase in 6 WeeksI am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses. E-Commerce bookkeeping is hard! We are on a mission to help make it easier for online sellers and the accounting professionals that love them! Let us tell you how we can streamline your processes and allow you access to your business information from your phone...
2020-08-2029 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Save 10 Hours per Week With Smart Workflow SystemsA software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!
2020-08-1320 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow Systems Allow for More Creativity in Your Firm ►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself? If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, your shiny business isn't as functional as it looks from the outside; it's unorganised, inconsistent and key-person dependent. The good news is, I can help. I run a company called SYSTEMology and we have developed a proven, step-b...
2020-08-0636 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Grow a $1M Firm in 3 Years An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies. Chris holds a BS in Finance from...
2020-07-3042 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Improve Your Accounting Team Productivity by 20%In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting... Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book: From 6 to 7 Figures Get it free here: 6to7Book.com/FREE At 2X, we help 6 and 7-figure entrepreneurs optimize their operations and team, get free from the day-to-day grind, and SCALE faster than ever. We know that the best path to what you want from your business — the freedom, the income, the gr...
2020-07-2331 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals3 Simple Cybersecurity Tips to Protect Your Accounting FirmPartnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.
2020-07-1619 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Make Partnerships Your Key Growth LeverBrian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed...
2020-07-0931 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow DOWNTIME Helps You to Increase Your Firm’s ProductivityAs a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within our company. I also enjoy the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences. I am passionate about...
2020-07-0239 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals5 Questions to Help You Reach $1M in Profit for Your Accounting FirmDiscover how to dramatically boost your accounting firm profits while working less hours. ► Do you want to grow your accounting firm, increase profits and create efficiencies? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive advantage in growing your business. I work with Accounting partners in 1-3 partner firms to drive EXPONENTIAL business growth. Click here >>> https://robnixon.com/ ► What do you need help with? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✔️ Make More than $1M per year ✔️ Reduce Partner Hours ✔️ Grow your accounting firm ✔️ Improve workflow ✔️ Attract A-class Clients ✔️ Optimise your Accounting Team ► What is our offer? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬...
2020-06-2536 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsFrom Panic Attacks to Running a Remote Firm on 20 hours Per WeekTaxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us. I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move. Let's work together to get your unique situation figured out, so you can carry on to your next adventure.
2020-06-1842 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals5 Steps to a Successful & Authentic Sale for Accounting FirmsA RADICALLY DIFFERENT WAY OF APPROACHING SALES Sales is about relationships, and relationships are the new currency. Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services. Sales is my “zone of genius.” That wasn’t always the case. Like many people, I am an introvert. So, the thought of traditional “selling” used to make me uncomfortable. Very uncomfortable. And since my first job...
2020-06-1137 min
Tech QualifiedAgency Veteran Turned B2B Tech Marketer with Sarah Peduzzi of Jetpack WorkflowEpisode Summary During this episode of Tech Qualified, Tristan Pelligrino and Justin Brown chat with Sarah Peduzzi, the Director of Marketing at Jetpack Workflow. During the podcast episode, Sarah talks about her past experiences with agencies and how she applies a lot of that knowledge to her current role at a tech company. Sarah also covers how she likes getting a little deeper with one company versus working with several different companies while at an agency. Episode Highlights At first, Sarah breaks down some of her past roles within various agencies - ranging from...
2020-06-0930 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsSeth David on Firm Automation and GrowthI'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, 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 for you...
2020-05-2842 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow This Firm Owner Saved 16 Hours By Asking 3 Simple QuestionsIntuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy. Bring back the nerds and unsung heroes of math translation. The bookkeeping professional. Let us guide the small business through the next transition of technology with the new educated and highly developed Bookkeeping Professional.
2020-05-2128 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals5 Zapier-Based Automations You Can’t Live WithoutLet's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process. My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time...
2020-05-1428 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThese 3 Frustrations Are Keeping You From Growing Your FirmFounder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.
2020-05-0724 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals3x Your Clientele Using One Sentence
2020-04-3033 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 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsKrishna Pendyala on How to Avoid Burnout in 2020★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★ ✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety? ✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?” ✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries? I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad...
2020-04-2332 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsRemote Work Tactics Your Firm Needs Today, Next Week, and In a MonthTimeDoctor.com is one of the worlds leading time tracking softwares for remote teams. We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity. Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them. Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.
2020-04-1615 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsChange Your Role: Transform From Accountant To Profit AdvisorAs an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor! As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks. With my team, I train accountants and accountants...
2020-04-0935 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBONUS: Will “BigBox Tax” survive COVID-19? & Other Undercover DiscoveriesDriven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Stay on Target + Serve with Humility I have a background in (lean,cost effective, measurable, value driven) Marketing, specifically for small businesses, entrepreneurs, and startups.
2020-04-0311 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Work Smarter Not Harder to Make $1.2 Million With No OvertimeThe Accountant Success Formula™ is the Path to Freedom. This is the formula I developed in my own accounting practice and now share with accountants around the world. If you are tired of: • The outdated model of trading dollars for hours • Working endless overtime • Working with unappreciative clients • Feeling frustrated that your hard work has unmatched rewards ...then this formula will liberate you. It is a step-by-step system that outlines the exact strategies needed to make significantly higher profits, attract only the best clients and work far less hours so accountants can...
2020-04-0242 min
Business Strategy for CPA's078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack WorkflowGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’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...
2020-03-2536 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsStuck at Home? Five Cloud-Based Apps to Improve Your Accounting Business from AnywhereAttention Small & Medium Businesses and Accounting Firms! I Don’t Coach Your Traditional Accountants, Bookkeepers and Business Owners. I collaborate with future thinking professionals who believe in the mightiness of online accounting. I specialize in Cloud Accounting education and coaching. I would love to introduce Cloud Accounting SaaS to you and your clients! LOVE TO! Not like to, love to. When I educate people about cloud accounting, it’s always rewarding. For me, for you, for your team and clients. I am friends with many great cloud prog...
2020-03-1933 min
Create & AutomateEpisode 005 | How to Automate your Bookkeeping and Meet your GoalsToday on Create + Automate, we’re joined by Dondrea Owens of The Creatives CFO. Dondrea is a Certified Public Accountant (CPA) who helps high-level entrepreneurs and creatives achieve clarity and confidence with their money. Her core mission is to educate and empower business owners to make better financial decisions through knowing their numbers.
During the episode, you’ll learn:
Why she has tools in her business that she doesn’t know how to use,
How she justifies walking up in the middle of the night to write content,
How she hacks Dubsado & Q...
2020-02-2540 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 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow Workflow Improvements Helped This Firm 2X Clients and 3X Revenues!Money Smarts Inc strive and specializes in small business accounting. Our success is measured by the success of the great company's we work with.
2019-12-2639 min
Hector Garcia CPA's PodcastLeveraging YouTube for Marketing Accounting Services (From JetPack Workflow Podcast)Leveraging YouTube for Marketing Accounting Services (From JetPack Workflow Podcast)
2019-08-0543 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsGetting Your Feet Wet With Jetpack Workflow – John BowmanI head up all of our customer facing efforts here at Jetpack Workflow and oversee our Success and Support Teams. We work with thousands of customers in 18+ countries and I love every one of them. I'm passionate about building long term relationships, solving problems, and bringing value to the world.
2019-06-2720 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsJetpack Interview with Veronica WasekAre you looking for a trusted and reliable financial team who care about you, your business, and your vision for your business? ► HOW I CAN HELP YOU ◄ I help owners of modern service-based companies to free themselves from the hassle of dealing with the numbers side of their business. My services include: ♦ Cloud accounting and bookkeeping using QuickBooks Online ♦ QuickBooks Online set up and conversions ♦ Regular QuickBooks checkups ♦ QuickBooks cleanup (from small to colossal) ► CLIENTS I WORK WITH ◄ ♦ Modern service-based companies ♦ Creative and innovative businesses ♦ Veterinarians ► IS THERE VALUE...
2019-05-3028 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsWorkflow Tools Which Will Save Hours of your Time with Kellie ParksAttention Small & Medium Businesses and Accounting Firms! I WOULD LOVE TO INTRODUCE YOU TO CLOUD FINANCIAL TECHNOLOGY (CFT) to your accounting clients, your small or medium business, or your employees! LOVE TO! Not like to, love to. WHEN I EDUCATE PEOPLE about cloud accounting options, it's always rewarding. For me, for you, for your business and clients. I AM FRIENDS with many great cloud programs and they are cool and fun. Granted it's fun in an accounting sort of way. Not an intro'ing people to a new craft beer kind of fun, but a "...
2019-04-2526 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Manage Workflow And Ditch Working Until 7PM
2018-12-2019 min
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 Watson306 Building a Self-Driving Car Company w/ Argo AI CEO Bryan SaleskySelf-driving cars are coming. Ford is betting $1 billion dollars over five years that Argo Ai can make it happen. CEO Bryan Salesky calls upon his experience leading the software engineering for Tartan Racing, Carnegie Mellon’s winning entry in the DARPA Urban Challenge as he tries to build the future. He also was on the Google self-driving car team. While at Google, Bryan was director of hardware development, and was responsible for development and manufacture of Google’s portfolio of hardware, which included self-driving sensors, computers and several vehicle development programs. ...
2018-04-3032 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 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals3 Steps To Take Your Accounting Firm To The Next LevelCo-founder of Business Success Consulting Group, started off as a teacher actually. After finding her love for helping small-to-medium-sized business owners grow their business, she dove headfirst into consulting. For years she learned as VP at a consulting company. Then, when she was ready, in 2011 she hung out her shingle co-founding Business Success Consulting Group. Where she really focuses on inside a business is the processes and management systems of the business. This means she's looking at every process in your business from soup-to-nuts. That's whether we're talking about: business development, tax return workflow, efficiency...
2017-10-1236 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAccounting Firm Merger: What A CPA Should Know About a Firm Merger (Including the ONE Key to Its Success)If your looking at growing fast for your CPA firm, would you consider a firm merger? Rob Cameron started his first firm in 1989 and since then has expanded his practice across Central Illinois through a firm merger with new partners. Sometimes, you may have to merge when unforeseen circumstances arise…Rob tells about his. In this episode of the Grow Your Firm Podcast, with Jetpack founder David Cristello, Rob walks you through: What is the most important piece in determining the success of a merge [it’s not what you think] The timeline for a me...
2016-07-2930 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsApplying Lean Six Sigma to Your Workflow: The Dustin HostetlerOn Dustin: "The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. Providing expert Master Black Belt consultation to professional service and transactional processes as well as to small and mid-size manufacturers. I focus on applying practical concepts with a plan that is uniquely customized to each organization. Real process change happens when you have a combination of the right tools, with the right faciliation and team leadership, utilizing practical improvement ideas. This helps to ensure more complete and timely buy in within th...
2015-09-2438 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBuilding Operational Efficiency & Practice Workflow w/ Jeff Borschowa Jeff Borschowa is the founder of Business Evolution Consulting Inc. He is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process. Jeff’s journe...
2015-06-2356 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsSetting up your firm Workflow - Damien Greathead Part 2Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around the country helping them grow and manage their firms. Damien doesn't believe in a cookie cutter approach but tries to help firm owners achieve what they want out of their business. With 400+ member firms around the country Damien shares the best practices to help firms be more efficient, deliver a great range of services and offer a quality and challenging workplace. Damien regularly speaks to state and national accounting groups around the world on topics...
2014-11-1321 min