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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/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Chapitres
1. 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello (00:00:00)
2. Introduction (00:01:57)
3. Journey to Accounting Industry (00:02:47)
4. Establishing Jetpack Workflow (00:08:23)
5. Updating Workflow Systems (00:13:03)
6. Bottlenecks and Prefectionism (00:18:19)
7. When to First Hire? (00:21:25)
8. Best Ways to Grow Your Firm (00:27:04)
9. Pitfalls in Implementing systems (00:33:08)
10. New Features in Jetpack Workflow (00:40:08)
11. Advice for New Firm Owners (00:46:42)
12. Connecting with David (00:48:19)
185 episodes
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/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Chapitres
1. 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello (00:00:00)
2. Introduction (00:01:57)
3. Journey to Accounting Industry (00:02:47)
4. Establishing Jetpack Workflow (00:08:23)
5. Updating Workflow Systems (00:13:03)
6. Bottlenecks and Prefectionism (00:18:19)
7. When to First Hire? (00:21:25)
8. Best Ways to Grow Your Firm (00:27:04)
9. Pitfalls in Implementing systems (00:33:08)
10. New Features in Jetpack Workflow (00:40:08)
11. Advice for New Firm Owners (00:46:42)
12. Connecting with David (00:48:19)
185 episodes
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