Jetpack Workflow

Accounting workflow software that helps accountants, bookkeepers, and firm owners easily standardize, automate, and track client work.

[Jetpack Workflow @jetpackworkflow]

CAS pricing is complex, but not impossible. You just need to factor in the right variables: intangibles as well as numbers.

K.C. Eames of Dark Horse CPAs joined the Growing Your Firm podcast – and shared how her firm does it. Find the whole podcast episode in the comments.

[Jetpack Workflow @jetpackworkflow]

CRMs are incredible… but not for accountants. They’re too sales-focused.

In accounting, the goal is to impress clients with consistently awesome work. A traditional CRM won’t help with that.

Try a workflow management tool (like Jetpack Workflow) instead.

[Jetpack Workflow @jetpackworkflow]

Revenue is NOT the key to long-term growth.

So what is? Strategy.

That’s the lesson imparted by former Baker Tilly CEO Alan Whitman. To learn what strategic moves you should be making, check out our full podcast episode in the comments.

[Jetpack Workflow @jetpackworkflow]

Practically everyone: “The robots are coming for our jobs!” Yet 92% of accountants say they still spend too much time completing “manual tasks.”

The reality: You’re likely UNDERutilizing automation. It’s time to make those bots work for YOU!

[Jetpack Workflow @jetpackworkflow]

True or false: Tax season is stressful.

For lots of accountants, the answer is: “Duh, true!” But is it *really* true – or is it just something we’ve all come to believe?

Reframe your thoughts – and you could boost productivity while reducing stress.

#Accounting

[Jetpack Workflow @jetpackworkflow]

Which tasks should your accounting firm be automating? We’re big fans of automation (obviously) – but the answer isn’t “everything.”

Focus on tasks that are simple and repetitive – like data entry, payroll, expense processing, and workflow management.

[Jetpack Workflow @jetpackworkflow]

Do you base your accountants’ compensation on annual reports?

Careful – you could get blindsided by an industry-wide salary increase. And if you don’t have the budget to keep up? Hello, resentful accountants. 😢

Stay updated on compensation with our friends @B4Transparency.

[Jetpack Workflow @jetpackworkflow]

ChatGPT is a time-saver for accountants – but are you scared of making costly mistakes?

Our suggestion: Use ChatGPT, but only for certain tasks like summarizing meetings or converting PDFs into Excel tables.

Read our full blog post to learn more!

#accounting

[Jetpack Workflow @jetpackworkflow]

FYI: Going “virtual” can boost an accounting firm’s value – with valuations approaching 2X annual revenue!

What else adds value to a firm? Todd Steinberg gave me a list of factors, including client mix, profitability, and location.

#accounting

[Jetpack Workflow @jetpackworkflow]

Acquisitions can get messy fast. The best PE firms avoid the circus with a *slow and steady* strategy…

As Todd Steinberg puts it:

“It’s not an overnight flip. They keep the name on the door. They don’t want it to feel like a hostile takeover.”

https://t.co/j6s1DAKg5Q

[Jetpack Workflow @jetpackworkflow]

"I realized I couldn't work for anyone else." - Alyssa J. Dillon. Tune in to hear how she transformed her career and built a thriving firm by leveraging her unique skills and experiences! #Accounting #CPAs

https://t.co/ugkCi3dLRn

[Jetpack Workflow @jetpackworkflow]

From quitting her job to launching a CPA firm and developing AuditMiner, Kelly Mann's journey is nothing short of inspiring. Discover how she turned challenges into opportunities in the latest episode of Growing Your Firm #Accounting #Accountants

https://t.co/mDfdAjyQaN

[Jetpack Workflow @jetpackworkflow]

"You want to keep the first year really consistent. You don't want to rock the boat." - Marcus Dillon. Discover how to navigate client transitions and pricing strategies in our latest episode #Accounting #AccountingFirms

https://t.co/l8cVEq3U8O

[Jetpack Workflow @jetpackworkflow]

Did you know that 82% of your legacy clients will accept a fee increase? Join us on the Growing Your Firm podcast as Loren Fogelman breaks down the mindset and tactics for successfully raising your firm’s rates! #Accounting #Accountants

https://t.co/AmUk7WElmV

[Jetpack Workflow @jetpackworkflow]

Year one: $200K in revenue. Year two: Almost half a million! Michael Meihaus reveals his secrets to rapid growth in the accounting industry. Don't miss this episode for valuable tips on scaling your firm! #BusinessGrowth #Accounting #CPA

https://t.co/vGxxiLpbJf

[Jetpack Workflow @jetpackworkflow]

Did you know that FinOptimal's accountants can handle 4-5 times as many clients thanks to their automation tools? Discover how Jesse and Tom are revolutionizing the accounting industry in our latest podcast episode! #Automation #Accounting #CPAs

https://t.co/Fqrjgd1QuN

[Jetpack Workflow @jetpackworkflow]

Want to elevate your accounting practice? Shannon Weinstein discusses the power of storytelling in financial reporting and how it can transform client relationships. Tune in to learn more about her approach #Accounting #Finances

https://t.co/qZAU75Tci6

[Jetpack Workflow @jetpackworkflow]

"I never worked more than 30 hours a week during tax time." Learn how Wendy Barlin structured her firm for success and reclaimed her time. Check out the latest episode of Growing Your Firm! #TimeManagement #Accounting

https://t.co/kEXAAQNjRr

[Jetpack Workflow @jetpackworkflow]

Ready to unlock the secrets of integrated wealth management? Join us on the latest episode of the Growing Your Firm podcast with Rory Henry, where we explore how accounting professionals can elevate their services! #WealthManagement #Accounting

https://t.co/Qv9FeSspkI

[Jetpack Workflow @jetpackworkflow]

Did you know that the right private equity firm can pay north of 11x EBITDA for a well-structured accounting firm? Discover how to position your firm for maximum value in our latest episode! 💰 #PrivateEquity #AccountingFirms

https://t.co/M9hHLYzZhY