The accounting and bookkeeping profession is inundated with deadlines, ramping teams up and down, changing tax laws, and more. How do practitioners manage deadlines without tasks falling through the cracks—all while increasing profitability and scalability?
There are options beyond Excel spreadsheets, sticky notes, and calendar reminders. Join this session to learn more about how a software workflow management system will help you to solve your biggest pain points.
David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 industries, and co-founder at Pittsburgh Startup Weekend.