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Jetpack workflow

4 WORKFLOW MISTAKES THAT CRIPPLE ACCOUNTING FIRM GROWTH

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 7, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

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.

Learning Objectives

  • 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

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.