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How to Standardize Your Workflows Using Jetpack Workflow

HOW TO STANDARDIZE YOUR WORKFLOWS USING JETPACK WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 4, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

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.

Learning Objectives:


  • Determine how to use automation to manage recurring deadlines

  • Practice using drag-and-drop capacity planning

  • Identify what client work needs to be completed with only a few clicks

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.