Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. With a reliable flow of new clients each month, you'll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. Today's episode will cover a few tactics for creating a sound marketing strategy.

Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P's: People, Process, and Product. He'd determine where the biggest issues were and help the owners make corrections. Typically, the people (staff) were great, and when they weren't, it was obvious they needed to go. If this were the case, he'd advise the owners to get rid of them quickly so the rest of your team can perform at a higher level. From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: "Look at processes before you look at the people." Oftentimes, confusion and lack of growth within your staff isn't a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.

Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that's easy to implement and can improve profits but is often ignored—raising your prices. Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren't evaluating your prices frequently, you are likely underselling your clients. However when you implement a new pricing strategy, you'll elevate profits and your client base and have a better work/life balance as you scale.

In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.

The Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry. The CEO and founder of Jetpack Workflow, David Cristello is addressing the problem in this podcast. He'll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.

Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation. Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009. Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients. Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding. It's a big mess and a colossal waste of time. That's why we built Content Snare. It makes gathering info from your clients fast and easy. Think of it like sending a checklist, where your client can answer questions and upload images all in one place. If they don't finish everything in one go, it will send automatic reminders to make sure you get what you need fast. It's kind of like hiring a new personal assistant that does all the chasing for you, except you don't have to pay another salary. It allows you to get back to higher value work, and at the same time makes the process easy for your clients. On average, our customers spend 71% less time gathering and chasing content than they did before finding Content Snare. If you're an: ➡ Accounting firm -> Try Content Snare for client onboarding, monthly queries or end of year documentation. ➡ Digital Agency -> Use it to collect website content, images and copy. ➡ Finance or Insurance broker -> Ask your clients to upload all the documentation you need. If you're not one of these, don't stress. All kinds of companies use Content Snare, including non-profits, real estate, insurance and many more. Here's why people love Content Snare ✅ The process is *extremely* easy for your clients ✅ All your client info can be accessed in one secure location ✅ Content Snare fits right into your existing workflow Check out contentsnare.com or DM me with any questions

I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes. By way of research I am a Critical Race Theorist who investigates the experience of Black accountants in in the profession. Future research goals include expanding my research to develop critical models and conceptual frameworks of multicultural diversity of accountants in government bodies and accountancy organizations in the United Kingdom and United States.