Thu, 28 April 2022
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.
Thu, 21 April 2022
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.
Thu, 14 April 2022
Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation.
Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.
Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.
Thu, 7 April 2022
If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients.