Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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:

  1. Secure a margin of safety for your firm.
  2. Secure opportunities to serve existing and new clients.
  3. Secure your own wellness and goals.

Read the full summary on our blog at

Direct download: End_of_year_recap.m4a
Category:general -- posted at: 5:00am EDT