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

As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. 

We’ve also made exceptional progress and produced innovative ideas for our firms. 

Now, it’s time to reflect on what we’ve done and see how we can edit, change, improve, or keep working on different ideas within our firm as 2023 inches closer.

In this solocast, founder and CEO of Jetpack Workflow, David Cristello, offers five questions to ask yourself as you prepare for next year. 

Some of these questions will spark mental gymnastics or already seem usual to you. Each question should challenge you to think outside the box and focus on your dedication to your firm.

Direct download: Questions_to_get_your_ready_for_2023.m4a
Category:Accounting,accountant,CPA -- posted at: 8:43am EDT

In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession

While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its current state.

If you find yourself stuck in this recession, David offers three areas to focus your efforts:

  1. Systems
  2. Clients
  3. Referrals

What can you do to create a more resilient firm? Read more below to understand what you can do to help yourself and your firm.

Direct download: Is_a_Recession_Happenning__Heres_what_to_focus_on.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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