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Workflow Secrets From 7 & 8 Figure Firm Owners
Business Management and Organization

WORKFLOW SECRETS FROM 7 & 8 FIGURE FIRM OWNERS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 28, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Small Business Owner
Course Description

Growing your firm takes fierce focus from the whole team, not just the owners. Jetpack Founder and CEO David Cristello will show you how to get out of your own way to hit your milestones with confidence and control. David reveals the secret to scaling your firm while keeping productivity and profits high. It’s all about how you standardize, automate, and track workflow. Join this webinar to learn more.

Learning Objectives:


  • Identify how to get out of your own way so that you can achieve your goals with confidence

  • Recall the secret to scaling your firm while keeping your firm’s productivity and profits high

  • Recognize how to standardize, automate, and track workflow

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Cristello

Jetpack Workflow
CEO
[email protected]
(724) 994-7758

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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.