Jetpack Workflow @jetpackworkflow
Accounting workflow software that helps accountants, bookkeepers, and firm owners easily standardize, automate, and track client work. jetpackworkflow.com Pittsburgh, PA Joined February 2014-
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Discover how Jordan Sublette transformed a legacy firm into a cloud-centric powerhouse with offshore talent. Listen to his insights on the latest Growing Your Firm podcast episode #AccountingFirm #Accounting bit.ly/4aUYaJe
Join us as we welcome @jetpackworkflow to the Alliance community. Jetpack is focused on helping accounting firms become more efficient to help them scale their business, in addition to solving their workflow and project management challenges. #bdoalliancewelcomes
Dive into the world of advisory services with Adam Lean, CEO and Co-founder of the CFO Project. In the episode, you’ll learn about adding CFO services at your firm and much more. #Accounting #CFO bit.ly/49AklTm
Discover the potential impact of AI on the accounting profession and more in our latest episode with insights from Daniel Hood, Editor in Chief of Accounting Today. 🤖💼 #AI #Accounting bit.ly/3UbFaAh
From rapping to running a successful accounting firm, Scotty Scarano shares his unique journey on the Growing Your Firm podcast. Tune in to learn about his approach to building a profitable practice and pursuing his passions. #Accounting #AccountingFirm bit.ly/3TJr9rT
Dive into the world of outputs, procedures, and team management with John Seiffer on the Growing Your Firm podcast. Gain valuable insights to grow your firm more effectively. #Accounting #Productivity bit.ly/4cvTLxg
Are you ready to grow your firm's payroll arm? 📈 Tyler Wynn shares his journey to building a seven-figure payroll business on Growing Your Firm. Get inspired and learn the secrets to success #PayrollExpertise #AccountingFirm #Accounting bit.ly/3TwoP8O
Stream the latest episode of the Growing Your Firm podcast with Fred Tate, Managing Director of CFO Shield. We discuss their consultative approach to client services, automation, and how they prioritize client needs. #FinancialServices #Bookkeeping bit.ly/3PdgVyx
Industry leader Kane Polakoff joins us on the Growing Your Firm podcast. He shares more about his 28 years of experience in business process outsourcing and client advisory services. Stream the episode here: bit.ly/3Tf570Z #Accounting #ClientAdvisoryServices
As firms prepare to put in 50+ hours of work each week from now until the #tax deadline has passed, it is possible to maintain a delicate balance that will keep your team productive without causing exhaustion and burnout. Here are our tips ⤵️ jetpackworkflow.com/blog/busy-seas…
🌿 Diving into the #CannabisAccounting niche? Tammy talks about her experience and growth in this complex industry on our latest podcast episode. Learn how she navigates federal regulations and team management. Listen now! #AccountingFirm #Accounting bit.ly/3wfGEjp
Reminder for this Thursday 🗓 We are hosting a live panel discussion with Kane Polakoff and Deneen Dias covering a Behind the Scenes Look of High Performing CAS Practices. Learn more about our topic & save your spot ⤵ us02web.zoom.us/webinar/regist… #Accounting #AccountingServices
🌱 "If it's not in Jetpack Workflow, it won't get done." Learn how Jenny Ryan uses Jetpack Workflow to minimize admin time & maximize client engagement. Get the productivity tips you need on the Growing Your Firm podcast! #Accounting #WorkflowManagement bit.ly/3HGWIgr
How can automation help strengthen your practice? Tune into our Accountant’s Flight Plan Podcast episode with Jetpack Workflow CEO David Cristello for the details. 🎧 Listen now: bit.ly/30Ths2o @jetpackworkflow
If you’re a new firm owner starting to — or struggling to — grow your tax business, you may wonder what scaling a firm actually looks like in practice. The experts share their thoughts to how they grew their own successful firm. #Tax #Accounting jetpackworkflow.com/blog/growing-t…
It's that time of year again... TAX SEASON 🙃 Here's a little throwback video from the Jetpack Workflow vault. And we hope your 2024 tax season goes well, your client deadlines are met, and your workflows are streamlined. #AccountingAndAccountants #Taxes #CPAs
In this episode of Growing Your Firm, we chat with Brad Schuchardt, founder of BTBK Accounting Services. They discuss Brad's journey into his niche, marketing strategies, and scaling up his firm 📈 #Accounting #AccountingServices bit.ly/49fKg39
Heyward CPA Principal Associate James E. Heyward was a guest on @jetpackworkflow's Growing Your Firm podcast, discussing our go-to business #technology for virtual operations & how we found the apps, etc. that work for us. Watch now on YouTube: loom.ly/8DGJq9E #RemoteWork
Why firms look at accounting workflow software as a necessary technology: 1. Experiencing Rapid Growth 2. Firm is Remote or Going Remote 3. Need Confidence to Handle Recurring Work 4. A Big Change is Coming to Their Business 5. A Personal Life Change #AccountingFirm #CPA
Jetpack Workflow frees accountants, bookkeepers, and firm owners from repetitive tasks, removes deadline stress, increases productivity, and grows firm revenue. Learn why we are the preferred accounting workflow solution: jetpackworkflow.com/why-jetpack/ #CPAs #Accounting #Accountants
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Darla Mercado, CFP® .. @Darla_Mercado
9K Followers 3K Following Markets editor, @CNBC. Mom. CERTIFIED FINANCIAL PLANNER™. OK at bikes. A regular shmegular degular girl from The Bronx. 🇵🇷🇵🇪@CryptoCPAguy We use @jetpackworkflow. We have some tweaking to do in the set up, but overall, I like it.
Join us as we welcome @jetpackworkflow to the Alliance community. Jetpack is focused on helping accounting firms become more efficient to help them scale their business, in addition to solving their workflow and project management challenges. #bdoalliancewelcomes
Client Onboarding Ease: Simplify onboarding with @karbonhq & @jetpackworkflow, automating tasks and communication. Impress clients with a smooth, efficient onboarding experience.
How can automation help strengthen your practice? Tune into our Accountant’s Flight Plan Podcast episode with Jetpack Workflow CEO David Cristello for the details. 🎧 Listen now: bit.ly/30Ths2o @jetpackworkflow
Thanks to @DavidCristello @jetpackworkflow for the opportunity to appear jetpackworkflow.com/blog/top-apps-…
Heyward CPA Principal Associate James E. Heyward was a guest on @jetpackworkflow's Growing Your Firm podcast, discussing our go-to business #technology for virtual operations & how we found the apps, etc. that work for us. Watch now on YouTube: loom.ly/8DGJq9E #RemoteWork
Standing room only for @BlakeTOliver "How AI will save #Accounting" session at #QBConnect
@andreamacdcpa @jetpackworkflow We're also JetPack users. Good product. We're migrating to their new product, Getkiick, which we like even more in terms of interface and fitting to our needs.
We use @jetpackworkflow for not only task tracking but also to track the “getting to know you” info we collect from our clients. Game changer. It makes sending little random gifts so much easier. What does your firm use to track this stuff? #taxtwitter
Thanks for having me as your guest!
It’s time to stop, reflect and think about how to find calm in your accounting firm. Check out this episode of the Grow Your Firm Podcast with @AmyVetterCPA to learn more! bit.ly/3EMhXw4
@taxtwitter, I'm thinking of making a change. Who is using @jetpackworkflow?? Do you love it?? Pros and Cons??
@MikeSyl36625988 Pick your poison with tax software. For client support and sales CRM, @HubSpot , which we’re incredibly happy with. For tax workflow, @jetpackworkflow has allowed us to have dependent tasks and detailed subtasks/checklists to help w quality. Terrible reporting tho.
Accounting is the language of business But, it’s FILLED with incoherent jargon Here are 8 of the most confusing terms explained in plain English:
Partner Highlight: @jetpackworkflow will join us at #LivePlanBootcamp - how great is that! They'll teach during our "Level Up!" day about how workflow impacts firm growth, and how Jetpack works with The LivePlan Method. They'll be there! Will you? bit.ly/LPSummerBootca…
✨So much has happened since 2018🙃jetpackworkflow.com/blog/heather-s…
What’s chunking, and what does it matter when choosing applications to implement for your firm? Find out in our Growing Your Firm Podcast recast episode with @HSatterley! bit.ly/35nHUQL
How's this for a #throwbackthursday?! @jetpackworkflow What I love though is that these tenets are still true today even though the environment has changed, and is changing, in dramatic new ways. jetpackworkflow.com/blog/how-to-be…
We're so excited for our partners to TEACH at #LivePlanBootcamp! You'll learn how they make practices more efficient using the LivePlan Method, and so much more: bit.ly/LPSummerBootca… @AeroWorkflow @karbonhq @ignitionapp @jetpackworkflow @wickersonabike @GustoHQ #advisory
Checkout @jetpackworkflow's interview with @PoeGroupAdvisor on their latest podcast jetpackworkflow.com/blog/brannon-p…
Join Mitch Holliday, General Manger of @TOAGlobal North America, and @DaveCristello, CEO & Founder of @jetpackworkflow, for a FREE 60-minute live webinar to help you make the right hiring decisions to take your business to the next level. Register NOW: bit.ly/3bDEH2O
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