Jetpack Workflow
Workflow and Project Management Software for Ambitious Firms
- Website
- jetpackworkflow.com · all feeds from this site
- Feed URL
https://jetpackworkflow.com/feed/
Read it in your FeedListing reader
Or add to: Feedly Inoreader Raw feed
Latest posts
-
Accounting Client Onboarding: AJ Zepeda on Building a Repeatable 45-Day Process
Signing a new accounting client is an important milestone. But getting that client ready for ongoing bookkeeping, tax, and advisory services is where the real operational work begins. Missing bank access, incomplete financial records, unclear service expectations, and…
-
CPA Firm Acquisitions: Toby Kommer on Buying 35 Firms and Scaling to 250 Employees
Acquiring a CPA firm is one thing. Acquiring approximately 35 firms, bringing them into one organization, and growing to roughly 250 employees is an entirely different challenge. And what makes Toby Kommer‘s story interesting is that he did not originally set out to build a…
-
Accounting Firm Sales: Shane, Marcus & Roman on Turning Prospects Into Better-Fit Clients
Growth is not just about getting more leads. For an accounting firm, the wrong client can create more problems than the revenue is worth. They miss deadlines. They ignore your processes. They struggle with your technology. They consume more team capacity than expected.…
-
AI Automation for Accounting Firms: Preston Cardwell on What to Automate First
AI is moving fast enough that accounting firm owners can easily feel like they are already behind. Every week there seems to be another model, AI agent, automation platform, or feature promising to transform the profession. The natural reaction is to start asking which tool your…
-
Accounting Firm Operations: Amy McCarty, AJ Zepeda & Melanie on Fixing Workflow Bottlenecks
Growing an accounting firm creates an interesting problem. The systems that worked when you had a handful of clients usually do not work forever. More clients create more recurring work. More employees create more handoffs. More services create more complexity. Before long, firm…
-
How to Grow a Solo CPA Firm: Angel Zhen on Scaling Past $500K Without Hiring
Most accounting firm growth stories follow the same basic formula. Win more clients. Add more work. Hire more employees. Add another layer of management. Repeat. Angel Zhen chose a different path. After launching Angel Zhen CPA in 2020, he built a solo practice serving roughly…
-
Value Pricing for Accounting Firms: Ron Baker on Why AI Is Killing the Billable Hour
For decades, accounting firms have tied price to time. A job takes five hours, ten hours, or twenty hours. The firm calculates the labor involved, applies an hourly rate or builds a fixed fee around the expected effort, and sends the client a bill. Artificial intelligence is…
-
AI Use Cases for Accounting Firms: Jan Haugo on What Firms Should Automate First
Artificial intelligence is moving quickly across the accounting profession. But for many firms, the biggest challenge is no longer understanding that AI exists. It is figuring out where AI actually belongs in the firm’s day-to-day operations. Should you start with bookkeeping?…
-
CPA Firm Valuation Multiples in 2026: Insights From Geoff Bruskin
The accounting firm M&A market is active, but the old rule of valuing every practice at roughly one times revenue no longer tells the whole story. Firm size, profitability, recurring revenue, client concentration, service mix, leadership depth, technology, and the terms of the…
-
AI Accounting Workflows: Four Practitioners Share What Actually Works
Four accounting practitioners joined Jetpack Workflow founder David Cristello to explain how they are using Claude Cowork in real firm operations. Their examples covered invoice automation, year-end file reviews, general ledger imports, payroll tie-outs, process documentation,…