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

I 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 and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime!

Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!

Direct download: 2021-08-26_Interview_Alyssa_Lang_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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.

Direct download: 2021-08-19_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. 

Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience.

Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.

Direct download: 2021-08-12_Interview_Jason_Parr_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT


IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST.

We serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your accounting firm you actually fattened your wallet? My firm does just that.

Yes, we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business.

We are certified in the Profit First method, have direct hands-on experience increasing profits for multiple businesses, and have access to profit specialists throughout the globe. What his means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting right now.

Our commitment to each of our clients is simple. We take the accounting, payroll and tax filing worries off of you, so you can spend your time growing your business. We provide business and financial consulting services.

Direct download: 2021-08-05_Interview_Gretl_Siler_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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