116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello

The Ambitious Bookkeeper Podcast

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:

• Jetpack Workflow

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:

• Listen to his podcast: Growing Your Firm
• Connect on LinkedIn

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Chapters

1. 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello (00:00:00)

2. Introduction (00:04:34)

3. Journey to Accounting Industry (00:05:24)

4. Establishing Jetpack Workflow (00:11:00)

5. Updating Workflow Systems (00:15:40)

6. Bottlenecks and Prefectionism (00:21:57)

7. When to First Hire? (00:25:03)

8. Best Ways to Grow Your Firm (00:30:42)

9. Pitfalls in Implementing systems (00:36:46)

10. New Features in Jetpack Workflow (00:43:46)

11. Advice for New Firm Owners (00:50:20)

12. Connecting with David (00:51:57)