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116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello
Manage episode 377465576 series 3357763
In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.
In this episode you’ll hear:
- David’s inspiration behind building Jetpack Workflow
- how often you should review and tweak your processes
- how to migrate to new softwares/tools efficiently to avoid overwhelm
- the importance of understanding industry needs to tailor services and marketing strategies
Resources mentioned in this episode:
About David:
David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years.
He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation.
He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry.
Connect with David:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/se
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Разделы
1. 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello (00:00:00)
2. Introduction (00:04:05)
3. Journey to Accounting Industry (00:04:55)
4. Establishing Jetpack Workflow (00:10:31)
5. Updating Workflow Systems (00:15:11)
6. Bottlenecks and Prefectionism (00:23:04)
7. When to First Hire? (00:26:10)
8. Best Ways to Grow Your Firm (00:31:49)
9. Pitfalls in Implementing systems (00:37:53)
10. New Features in Jetpack Workflow (00:44:53)
11. Advice for New Firm Owners (00:51:27)
12. Connecting with David (00:53:04)
172 эпизодов
Manage episode 377465576 series 3357763
In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.
In this episode you’ll hear:
- David’s inspiration behind building Jetpack Workflow
- how often you should review and tweak your processes
- how to migrate to new softwares/tools efficiently to avoid overwhelm
- the importance of understanding industry needs to tailor services and marketing strategies
Resources mentioned in this episode:
About David:
David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years.
He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation.
He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry.
Connect with David:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/se
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Разделы
1. 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello (00:00:00)
2. Introduction (00:04:05)
3. Journey to Accounting Industry (00:04:55)
4. Establishing Jetpack Workflow (00:10:31)
5. Updating Workflow Systems (00:15:11)
6. Bottlenecks and Prefectionism (00:23:04)
7. When to First Hire? (00:26:10)
8. Best Ways to Grow Your Firm (00:31:49)
9. Pitfalls in Implementing systems (00:37:53)
10. New Features in Jetpack Workflow (00:44:53)
11. Advice for New Firm Owners (00:51:27)
12. Connecting with David (00:53:04)
172 эпизодов
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