Podcasts about jetpack workflow

In 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 firm's performance. Key Takeaways: Importance of knowing and building relationships with your team members. How to assess and select the right outsourced team. Best practices for integrating outsourced teams into your firm. Join David and Laurence for a deep dive into optimizing your firm's approach to outsourcing and team management.

In 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.  Tune in to learn more about Jessica's inspiring path and the strategies she employs to help businesses thrive. The listener will learn about how Big Picture Results focuses on bringing more to the bottom line for business owners, the importance of financial management, evolving packaging and pricing in financial advisory relationships, working with service providers with a good quality brand, having a qualified team for bookkeeping, regular meetings with the CFO and COO, eliminating unnecessary tasks, and maximizing returns for accounting firms and CPAs.

On 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 accounting firms, strategies for expanding client base, importance of advising customers, and the partnership between Profit First Professional and Jetpack Workflow. Ron Saharyan is a renowned figure in the world of small business consulting and financial management. As the co-founder and managing director of Profit First Professionals, Ron has dedicated his career to helping businesses of all sizes achieve financial success through innovative methodologies.  With a decade of experience in the industry, Ron has become a trusted advisor to countless firms and entrepreneurs seeking to improve their financial health.

In 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 challenges and opportunities. The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value.  They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

Today'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 also hear about the services provided by R.S.K Tax & Consulting, focusing on small business owners and real estate investors. The importance of tax planning and strategy for small business owners, real estate investors, and individuals will also be discussed, along with insights into building a successful business with a sibling and managing personal systems effectively. Additionally, the benefits of having a morning routine, utilizing an administrative assistant, and implementing tools like Jetpack Workflow for organization and task management will be highlighted. The episode will also cover the significance of building a great team, incorporating ideas from others, and utilizing digital assistants in virtual meetings.

In 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 agents to grow their firms and increase their earnings. The episode discusses the rise of advisory services in the accounting industry, from integration in mid-market firms to adoption by smaller practices as a lucrative service offering. Listeners will learn about the importance of asking clients questions to get them talking, the benefits of adding CFO advisory services to accounting firms, and the current state of advisory services in the industry.

In 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 services from an existing accounting firm, which can lead to a symbiotic relationship between the two entities and provides opportunities for cross-marketing services. The episode aims to help accounting firms understand how they can grow by incorporating payroll services and leveraging them as a strategic tool for expansion.

In 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 utilize to manage tasks for clients, such as using Loom for video instructions and Jetpack Workflow for task management and recurring job assignments.  Tammy also recounts how a request from a tax accountant to help clean up a client's messy books led her to realize her passion for details and problem-solving, which ultimately sparked the beginning of her entrepreneurial journey. Join us as we explore Tammy's transition from full-time employment to entrepreneurship, her passion for fixing complex problems, and her commitment to developing a scalable, systemized approach to running a successful firm in the accounting and finance industry. 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 accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

In 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 accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

Show 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 technology and the methodologies behind selecting the right technology to build applications. Additionally, he elaborates on the strategic decision to collaborate with Profit First Professionals, outlining the unique benefits and value that his partnership brings to our membership. This episode promises a deep dive into Recurring Client Management Systems, technology evaluation strategies, and the significance of partnerships in enhancing business practices. David's expertise and perspective will provide invaluable insights for accounting professionals and business owners seeking effective workflow solutions.   Website:jetpackworkflow.co LinkedIn:https://www.linkedin.com/company/jetpackworkflow/ Twitter:https://twitter.com/jetpackworkflow Facebook:https://web.facebook.com/jetpackworkflow   Corporate Partner: People Process – https://peopleprocesses.com/

In 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 WorkflowAbout David:David Cristello is a game-changer, ushering new ideas into accounting, a profession that's been around for thousands of years.He's an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation.He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry.Connect with David:Listen to his podcast: Growing Your FirmConnect on LinkedInThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching

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 expansion. Additionally, David touches on the financial risks of hiring without a proper workflow system in place, and how it can lead to unnecessary debt. They also discuss the importance of recession-proofing your business, and how implementing a workflow system can provide a strong foundation for weathering economic downturns. If you are looking for valuable insights and practical tips for utilizing workflow management to scale and strengthen your business, then this episode is for you.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Cristello David Cristello is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps accounting and bookkeeping firms track recurring client work so nothing falls through the cracks.  Since launching Jetpack Workflow, the company has grown to serve over 6,000 professionals in 18+ countries who completed 5M+ client projects on time. In 2020, they reached the Inc5000 list as one of the country's fastest growing private companies. David is also the host of the “Growing Your Firm podcast” (over 725K downloads) and co-authored the best selling book “Double Your Accounting Firm”.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 2 Week Free Trial of Jetpack Workflow. Click this link to get this https://bit.ly/3QjHi5h Free e-book, 32 Templates Click this link to get this e-book https://bit.ly/3ZffeDZ   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Roger 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 study which routes accounting firms are taking, now that we are nearing 2023.

We'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 working and what's not.

Mark 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 your life.

First impressions matter!  For business owners, finding a great accounting professional is hard. There's so much choice, and it can be difficult to tell who is going to be good and who is going to be awful.So, set your standards high right from the outset. A bad first impression will scare your clients off in seconds. You need to make sure every first experience within your business is smooth, easy and delivers lots of value. That sets the tone for what it might be like to work with you (and you'll easily convert more clients).Then when you do sign that client up – don't stop there! Continue showing them how great it's going to be working together by making sure all your onboarding processes are quick, consistent and streamlined.Your clients are going to love you for that.And clients that love you will rave about you to everyone they know.That's the best marketing anyone could ask for.The latest episode of the Value Pricing Podcast is now available: Your System for Onboarding New Clients In today's episode you will learn:  ✅ The 7 key elements of a great onboarding system✅ 9 essential things to include in your onboarding emails✅ How to streamline your onboarding process with software✅ Top tips on onboarding from the guys behind JetPack Workflow and Practice Ignition Make your clients love you right from the outset of your relationship and you'll never have to worry about them leaving you, complaining about price, or causing you trouble. They are also sure to refer you to other great clients.

Michael 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 story.

In 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.

As 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 different ideas within our firm as 2023 inches closer. In this solocast, founder and CEO of Jetpack Workflow, David Cristello, offers five questions to ask yourself as you prepare for next year.  Some of these questions will spark mental gymnastics or already seem usual to you. Each question should challenge you to think outside the box and focus on your dedication to your firm.

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

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 more below to understand what you can do to help yourself and your firm.

Are you a business owner who is struggling to keep up with the demands of your growing business? If so, then you may want to consider investing in productivity software like Jetpack Workflow. This type of software can help you to get organized and streamline your operations, freeing up your time to focus on other aspects of your business. Don't wait until you're feeling overwhelmed to invest in productivity software. By then, it may be too late. The sooner you implement Go to:www.tech4accountants.net --- Send in a voice message: https://anchor.fm/rush-tech-support/message

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 --- Send in a voice message: https://anchor.fm/rush-tech-support/message

David 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 message: https://anchor.fm/rush-tech-support/message

Season 2 Episode 19 | Recorded January 24, 2022 In this episode, Jason and Scott are joined by Shane Mason, CPA/PFS, CFP®, CPWA® to talk about mustaches, method acting, and the mastery of the myriad letters behind his name. * The obsession with credentials * Shane's accounting adventure – from education to letter collecting * Nish? Neetch? Nitching? Niched? (We still aren't sure) * Moving from PwC to NY via sailboat * Racing towards a self-sustaining business * On being necessary * Why investment advising intimidates * Behavior = ROI * Sampling workflows – what worked, what didn't * Pricing – how Brooklyn FI makes it work (hint: no tracking time) * Navigating the market crapshoot * One time on a podcast ... Shane met AJ * Why firing sucks but why it can be a necessity * On using LinkedIn Recruiter * Why Brooklyn FI fired clients * Scott says lead with your knees, no ... Niche! * The hard question – defining FI * Circling around the “Net” question * Tooth Fairy economics * Evaluating and managing PITA margins * Brooklyn FI's build of equity compensation analysis software * Looking ahead * Shane's advice – partner power Visit Shane here: https://www.linkedin.com/in/shanemasoncpacfp Check out The Liquidity Event podcast a listen here: https://podcasts.apple.com/us/podcast/the-liquidity-event/id1576748996 Shout outs: Ole Miss, Clemson, Mississippi, faceless porn stars, Brooklyn FI, PwC Austin, Mason Tax, Jetpack Workflow, TaxDome, Karbon, Jason+, Ackerman+, Apple, Tate Henshaw, Palantir, Moneysplained, Lacerte, Charlotte, The Outsourced Accountant, Ignition, Traction, XY Planning Network, Ryan Lazanis, Future Firm, and all you other fabulous people we failed to mention! --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Today, 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 ahead on a hiring strategy.  Today's episode will cover a few tactics for creating a sound marketing strategy.

Today, 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 your team can perform at a higher level.  From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: “Look at processes before you look at the people.”  Oftentimes, confusion and lack of growth within your staff isn't a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.

Today, 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.

In 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.

The 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.

Workflow 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 workflow improvement in accounting firms across the board. So, from his spare bedroom, he set out to develop simple systems for improving task management and creating visibility for better team oversight.  Since then, he and the Jetpack Workflow team have helped 6,000+ firms complete over 3 million jobs on time, saving 10 or more hours in every work week.  Here David shares with TPM CEO Nate Hagerty the two biggest productivity mistakes he sees accountants and bookkeepers make, the need for deadline automation and task triggers, and the financial benefit of creating customizable workflows. Does your firm need a workflow boost? Head over to www.jetpackworkflow.com to get your 14-day free trial and access 32 free workflow templates and the Double Your Accounting Firm book. 

Episode 33. In today's interview, "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". Key takeaways from this episode include: ➯ what has made accountants resilient and mentally strong in the challenging pandemic period ➯ How burnout has occurred for accounting professionals and what they can do to avoid it ➯ how the accounting firm workspace will change post pandemic with hybrid working ➯ why it's virtually impossible for accounting professionals to have important conversations 'in the cloud' ➯ why the full-time fully-present in-person employee in accounting firms is a thing of the past if you want to compete ➯ how turbulence affects the way professionals like accountants view work and change expectations of employment ➯ practical tips to make remote working more engaging and fun for accounting firms ➯ the best place for accounting firms to start if they want to be the employer of choice for new talent ➯ shout out to Ron Baker and Ed Kless on business models for accounting firms in the subscription economy ➯ how a subscription model gives accounting firms a massive competitive advantage ➯ the most common workflow traps that many accountancy firms fall into ➯ why introducing more people to your accounting practice increases the points of failure ➯ the two main competitors to dedicated workflow management software for accountants ➯ a critical question accountants and CPAs should be asking their clients ➯ shout out to David's Growing Your Firm podcast and how it turned into 'Double Your Accounting Firm' book https://jetpackworkflow.com/growing-your-firm-podcast/ ➯ the power for accounting firms of niching down and being able to deliver a packaged offering to clients ➯ the role of machine learning and AI in the future of practice management Outside of Jetpack Workflow, David enjoys spending time with his family, reading, and playing too much online chess. You can contact him here: https://jetpackworkflow.com (https://jetpackworkflow.com) https://www.linkedin.com/in/davidcristello (https://www.linkedin.com/in/davidcristello) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Episode XX. On this week's Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Launching the Accounting Influencers Virtual Conference." This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world. ➜ Special Guest Interview: "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". ➜ Rob & Martin offer up practical advice and tips on "What Works for Accountants With Better Service Delivery." What does putting clients first really look like for accountants, and how can you service them better? All will be revealed. ➜ Expert Interview: "Cracking the Accounting Exam Code with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. Also a reminder to check out Saturday's bonus episode from the client's perspective - "[Why They Didn't Buy Part 7 - Not Walking the Talk." Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. ******************************* Follow Accounting Influencers with Rob Brown and Martin Bissett on LinkedIn: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers)

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Launching the Accounting Influencers Virtual Conference." This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world. ➜ Wednesday: "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". ➜ Thursday: Rob & Martin offer up practical advice and tips on "What Works for Accountants With Better Service Delivery." What does putting clients first really look like for accountants, and how can you service them better? All will be revealed. ➜ Friday: "Cracking the Accounting Exam Code with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them. ➜ Saturday: a short bonus episode from the client's perspective - "[Why They Didn't Buy Part 7 - Not Walking the Talk." Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. ****************************** If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more...

Learn how to automate your accounting firm with David Cristello. 

David 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 Cristello comes in. David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software for accountants and bookkeepers. After seeing the need for task management software in the accounting industry, David created Jetpack Workflow to help thousands of accountants with their productivity and management. His company has rocketed to the top, and today he's here to tell you all about it — and share some of his favorite applications along the way. On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and CEO of Jetpack Workflow, David Cristello, about the importance of workflow applications. They discuss why David created his workflow software for accountants, what you should look for in task management software, and the importance of using the right application for your business. You won't want to miss this jam-packed episode!

Hector Garia, the Founder and Principal Accountant at Quick Bookkeeping, and David Cristello, CEO of Jetpack Workflow sat down to discuss how Hector has found success in teaching DIY training sessions, sharing content to YouTube, charging $350/hour for initial consults, and shifting his mindset about value pricing.    You can listen to the full podcast here: jetpackworkflow.com/blog/get-consulting-clients-accounting-firm-zero-marketing   #GrowingYourFirmPodcast

While 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 latest episode of The Cannabis Accounting Podcast, DOPE CFO founder Andrew Hunzicker, CPA, and David Cristello, founder and CEO of Jetpack Workflow, talk about all things accounting software, including how the right software solution can help you work smarter, not harder. You'll take away great insights like: The biggest roadblock affecting today's accountants and bookkeepers: one major reason why you might not have the client base and high fees you'd hoped for is that you're not thinking strategically (David goes into how to envision and implement repeatable client experiences where not only are your clients' needs met but ravings fans of your expertise are created) A look at the future of your role (and how to adapt): even though technology is evolving and some accounting and bookkeeping services are becoming solely automated, clients are still willing to pay hourly rates for efficient professionals over software like Freshbooks (we'll dig into how to navigate these changes in the industry, such transitioning into a cloud-enabled practice and looking for proactive solutions) Ways Jetpack Workflow can innovate your practice: learn how Jetpack Workflow can solve many issues you're currently facing as it helps you standardize the work you do, automate deadlines, and track your scheduling and progress (we'll dive into each aspect of Jetpack Workflow to help you envision how it could assist your day-to-day operations) Better efficiency and increased fees for you. Higher-level services for your client. Jetpack Workflow makes everyone's business run a little smoother. Plus, stick around at the end of the episode to get a sweet bonus offer from David and Jetpack Workflow by visiting https://jetpackworkflow.com/dopecfo. Want to see even more ways Jetpack Workflow can boost your biz? Check out www.jetpackworkflow.com. Don't miss out on Andrew's DOPE CFO program at www.dopecfo.com for ground-breaking tips and insider advice on the rapidly growing Cannabis/CBD/hemp accounting niche. Never miss an episode! Subscribe to the podcast today! --- Send in a voice message: https://anchor.fm/dopecfo/message

Driven 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.

David 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

No matter what industry you are in, the sales piece will always play a crucial role in how you succeed. For accountants, this relates to how you deal with your clients—going through follow-ups, keeping up with deadlines, and overall making sure that you are not missing anything with them. Yet, not all of us can do everything on our own. That is why we need systems that can help, and in this episode, Michelle Weinstein brings over to the show someone who has been helping accountants become more productive and effective. She sits down with David Cristello, the CEO and founder of Jetpack Workflow, where he has the software platform that helps accounting and tax professionals track all their current work without any worries. Here, David talks about the difference between being productive and being busy as well as being effective. Join him and Michelle in this conversation as they lay down ways you can work smarter, ridding yourself from having to run around with your hair on fire.   Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

David Barrett, CEO of Expensify, emailed all 10 million users on Friday morning telling them that, “If you are a U.S. citizen, anything less than a vote for Biden is a vote against democracy.” Blake and David dive into the reactions from and impact on the accounting and bookkeeping community, including results from this week's Twitter survey. In app and fintech news, Jirav partners with CPA.com, Chase goes after Square, PayPal adds crypto, FreshBooks adds inventory, and Jetpack Workflow gets a new perspective. In news of a stranger nature, Accounting Seed makes an accounting board game, George Washington's Revolutionary War expense report. Finally, we balance the depressing political news with a spirit-boosting voicemail from another satisfied Cloud Accounting Podcast listener!

Jetpack Workflow is a company that helps accounting firm owners track down all the recurring debts and due dates to avoid losses. Dave Cristello, The CEO and founder of Jetpack Workflow realized that many accounting firms have numerous customers. However, they lacked an efficient checklist management system. The ideal Jetpack Workflow customer is any accounting, bookkeeping, payroll, and tax firm in different parts of the world.  What You Will Learn How Dave launched Jetpack Workflow  How Dave identified the pain points that accounting firms face Why did Dave start interviewing the accounting departments of various companies? How Jetpack Workflow bagged its first customer How Dave invested in website development How Dave navigated the industry with zero software experience Why accounting firms should upgrade from using spreadsheets Which platforms did Dave go searching for a technical co-founder? Why entrepreneurs should know how to pitch their ideas Find out why Dave opted to raise money The impact of well-written words on your website How businesses can benefit from summarizing podcasts into a blog post or even a book In this Episode Many accounting firms have a proper project management system. However, if they cannot keep track of deadlines, customer data, and due dates the system becomes irrelevant. Jetpack workflow helps accounting firms standardize their operations.  Dave gives Geordie a comprehensive breakdown of the pain points that Jetpack Workflow strives to solve. Jetpack strives to eliminate pain points that accounting firms face to ensure they can beat deadlines.  While Dave did not have a job before starting Jetpack, he had a strong feeling that he wanted to build something. Dave went ahead and approached different companies. He says that he began interviewing the accounting departments of these firms through trial and error. Dave wanted to establish the most time consuming, tedious, and painful problem the departments were facing daily or even weekly.  From the responses he received, Dave was able to get reflection points. Listen in as he narrates the challenges he faced when developing a website. He also tells Geordie about the expenses they incurred. During the development process, Dave was working as a marketer and channeling all his earnings to the developers. The first year Jetpack managed 600 MRR, but Dave says their product was horrible.  What kept them going is the fact that the earliest adopters appreciated the product because it solved their pain points. When Jetpack workflow was at 5,000 MRR, Dave was experiencing a crazy relationship with his developer. He also felt that his product was terrible, even though some people were still using and appreciating it.  Many competitors were beginning to get into the market as well. To scale his company and stay ahead of competitors, Jetpack’s early investors advised Dave to bring onboard a technical co-founder. Listen in to find out how challenging finding a co-founder was. At some point, Dave’s advisors told him to hire somebody to drive the company, failure to which it would tumble down.  Dave narrates to Geordie how he managed to raise money to hire a professional in 2016 who is still with the company to date. During one of the meet-ups with other entrepreneurs, Dave noticed that nearly everybody was talking about the importance of Facebook ads. He decided to invest some money in Facebook ads just to see the outcome.  Listen as Dave narrates his journey with Facebook ads and how he pumped in more money on the project. In his opinion, Dave says companies that identify a reliable channel have a high chance of accelerating growth. However, he is quick to mention that there are downsides that come with accelerated growth.  Between Jetpack’s 5,000 to 30,000 MRR, Dave’s product was doing well. They were deleting some features and doing everything they could to clean their website. The company was enjoying some visibility, Dave managed to post content consistently, and they even launched a podcast. The team was also writing blog posts, sharing content, doing webinars, and running ads to market the company.  Geordie sought to find out what worked for Dave out of all the strategies he was using. However, he (Dave) was unable to pinpoint a single strategy that worked comprehensively. Instead, he says the company posted results from using a combination of all the strategies. Dave highlights the fact that he and his team were generating lots of content in a bid to develop a database. He is happy that this strategy worked to attract organic traffic to the website. His breaking point was when he discovered Facebook ads. Listen as Dave speaks about his breaking point at depth. Dave’s mantra is, “believe in yourself, and you will be able to achieve anything you want.”  Resources Dave Cristello Linkedin Dave Cristello Twitter Jetpack Workflow

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 them run their business.  Listen in to this great conversation and be prepared to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Cristello David is CEO and Founder of Jetpack Workflow.  He has a motto: Driven to solve painful problems with smart, passionate, and empathetic people   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Jetpack Workflow - Simple Client & Workflow Management.  Join 16,382+ Accountants who started using Jetpack to help Never Misplace Client Work: Never again recreate or lose sight of client work Gain Full Visibility: Track the progress of your team, run reports within seconds, and never lose sight of deadlines Grow Without Worry: We've tracked over 5,000,000 tasks in 16+ countries (ranging from small accounting firms to the Top 10) Offers: Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountants library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Episode 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 a focus on analytics to paid advertising. Sarah talks about some of her new skills she’s been able to build - email marketing, content planning and customer engagement. Jetpack Workflow services accounting firms, CPAs, bookkeepers that typically employ anywhere from 10-15 employees. For the most part, the company focuses on accountants who have “big four” experience but have decided to strike out on their own. According to Sarah, the number one thing about her target audience is that they want to make sure they do not miss deadlines - and that’s where Jetpack Workflow comes into the picture. When scaling a small operation, it’s important for her target audience to ensure work doesn’t fall through the cracks - especially during time periods where seasonal staff are introduced within the operation. From a demand generation perspective, the company has a range of paid advertising in place - including software review platforms. The ultimate goal for the target audience is to start a 14-day free trial and then a nurturing sequence kicks in. The company has a flagship “grow your firm” course that’s used to educate the customer base. The company has a relatively short sales cycle (7-14 days) for smaller firms and larger firms require more of an engagement with the sales team. Right now, outbound is something that the company is testing as a majority of the pipeline is established through inbound marketing efforts and paid channels. Key Points: Sarah mentioned “So some of the things that I learned in the first few months here was...things that I thought worked well for one industry doesn't mean they're going to work well for another. Best practices that you thought you knew on the back of your hand might have to go out the window because you're talking to a completely different audience.” Sarah talked about some of the new exposure she’s had to email marketing, “I've really enjoyed learning the email side of things. It's something that I never really thought I'd be super interested in learning and owning. But as I've gotten more comfortable in this role in the last year that's the one area where I'm like, okay, I just can't wait to really dig into understanding these sequences and how can we improve it and how can we better segment our audience.” Resources: Sarah Peduzzi: LinkedIn Jetpack Workflow: Website Motion: Ultimate Thought Leadership Course for B2B Tech Companies

David Cristello is CEO & Founder of Jetpack Workflow, a software company built to help accounting firm owners manage deadlines without client work falling through the cracks. Since launch, Jetpack Workflow served thousands of firm owners in 17+ countries and helped them complete millions of tasks monthly.https://jetpackworkflow.com/In today's episode, we discuss:The method David used to come up with the idea to start Jetpack Workflow.The various challenges he faced when scaling his business including sales.Building and managing a growing team, the importance of clear communication when setting goals.The secret that gives him the Staying Power to move forward despite all the obstacles in his way.And more!To learn more about the Staying Power Collective, a group for aspiring and current virtual firm owners on a mission to grow their firms, visit https://www.stayingpowercollective.com/ To read the show notes, guest contact information, and impactful quotes, visithttps://www.stayingpowercollective.com/blog

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 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 smaller firms to adapt to a JetPack WorkflowSummit CPA's approach to maintaining their JetPack WorkflowWhat new things are coming from JetPack Workflow in the future Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netJetPack Workflow - https://jetpackworkflow.com/

Driven 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.

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 put a question out to my audience last week about - without downplaying the seriousness of this crisis - what are the gifts to you in this time.  And without a doubt, the single biggest gift people mentioned was time.  More time with family + kiddos,  More time to take a step back and reevaluate priorities Take care of projects around the house Take care of projects in your business.  So I thought now would be a good time to share this episode with David Cristello, and talk about how to design better workflows in your business.    Designing better workflows can help you Save time and reduce redundancy Create a better quality product More consistent product - when everyone in the office does it the same way Scale more easily Be more profitable.    These are my key takeaways from our conversation:  Document all versions of the existing process as it currently exists, by all people What can we remove What needs editing or updating What needs adding   Remember: That designing workflows is not one-and-done. You can revisit and improve workflows over time.  To keep it simple, and To include your client’s experience in the process.  Software:  https://jetpackworkflow.com/   Podcast:  Jetpack Workflow Blog: Strategies for Growing Your Firm https://jetpackworkflow.com/blog/   Book:  Double Your Accounting FIrm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit https://www.amazon.com/Double-Your-Accounting-FIrm-Stronger/dp/1521814139/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= Download ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/

Leveraging YouTube for Marketing Accounting Services (From JetPack Workflow Podcast)

I 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.

Happy 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 his company. It helps small and medium business owners prepare, embrace and overcome what's coming in 2019. During this interview, you'll discover... Upcoming happenings that will affect bookkeepers and accounting firms in 2019 The concept of being 1% better a day for 72 days Characteristics to help you persevere To find out more about David Cristello, visit https://www.thesuccessfulbookkeeper.com.

Learn how David decided to focus on workflow, a particular pain point for most accounting owners.

Self-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.   Do not miss this interview.   Never miss one of our best episodes by subscribing to the newsletter.   Bryan’s Challenge; Choose a day of the week where you commute and do not use your phone.   Connect with Bryan LinkedIn Website   Underwritten by Piper Creative A digital agency that provides strategy, delivery, and analysis specializing in a few key service offerings. Documentary-as-a-Service (Vlogging 2.0) Instagram Content Production & Account Building Podcast Production, Strategy Consulting, and Guest Acquisition   If you aren’t creating or curating content regularly, your clients and customers might forget you’re open for business. YouTube Instagram   If you liked this interview, check out other interviews with tech CEOs like Niche.com’s Luke Skurman, RE2 Robotics Jorgen Pedersen, and Jetpack Workflow’s David Cristello. Subscribe on iTunes | Stitcher | Overcast | PodBay

David 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 miss one of our best episodes by subscribing to the newsletter.   David’s Challenge; Go sell something in the next 24 hours. An old item around the house, a service you want to offer, or anything you can think of.   Mentioned Dan Kennedy John Carlton Gary Halpert   Connect with David LinkedIn Twitter Website david@jetpackworkflow.com   Connect with Piper Creative YouTube Facebook Instagram Twitter Website   If you liked this interview, check out our interviews with other software entrepreneurs like Andy Rachleff, Dennis Mortensen, and Mark Leslie. Subscribe on iTunes | Stitcher | Overcast | PodBay

Chaos. 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 systemizing your bookkeeping business. During this interview, you'll learn... Why it's important to download your brain into a Google Doc Why the quality of your product is dependent on the quality of your process Why you should include your staff in the creation of your systems To find out more about David, visit https://www.thesuccessfulbookkeeper.com.