If you’re an owner that wants to run a more profitable firm, or struggling to manage the increasing complexity of growing a firm, then this webinar is for you. Workflow is a fundamental element in running a practice that does not require your constant time and attention. We’ll cover what’s currently working in the market so you can focus on the business (not just in it), achieve better balance, and regain control so that client work doesn’t fall through the cracks.
How the three P’s of firm growth drive sustainable success
Exactly how other firm owners are implementing workflows that grow their firm
How to avoid (or fix) the 4 Workflows Mistakes that Cripple Firm Owners
The Jetpack solution to automating tasking in accounting firms
David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 industries, and co-founder at Pittsburgh Startup Weekend.