Show Summary
In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluating workflow platforms that suit different business needs, guiding listeners on the criteria for choosing the most appropriate technology for their entities.
Drawing from his role as CEO of a software development company, David shares insights on staying abreast of cutting-edge technology and the methodologies behind selecting the right technology to build applications. Additionally, he elaborates on the strategic decision to collaborate with Profit First Professionals, outlining the unique benefits and value that his partnership brings to our membership.
This episode promises a deep dive into Recurring Client Management Systems, technology evaluation strategies, and the significance of partnerships in enhancing business practices. David's expertise and perspective will provide invaluable insights for accounting professionals and business owners seeking effective workflow solutions.
Website:
jetpackworkflow.co
LinkedIn:
https://www.linkedin.com/company/jetpackworkflow/
Twitter:
https://twitter.com/jetpackworkflow
Facebook:
https://web.facebook.com/jetpackworkflow
Corporate Partner:
Hope Blankenship: Small Business Growth and Entrepreneurial Story
Stacey Seguin: Redefining Rules in Life
Dan Richards: PracticeWIN
Stacy Herman Lang: Acquiring a Book of Business
Val Duvick: Bringing Profit to the Creative Space
Melissa Lynn Miranda, CPA: 2023 Top 50 Woodard Accounting Firm
Nicole Bendig-Lamb: Baking Your Way To The Top: How to Start & Grow Your Own Home-Based Baking Business
John Drawdy & Kristen Griffin: Profit First in a Larger Business
Judie McCarthy: Process Documentation and Workflow Development For Your Practice
Lori Mercaldi: Transitioning From Compliance to Profit First Consulting
Lou Clarke: The Energetics of Money
Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly
Donna Leyens: Business Growth Coaching
Chris Burns: Why Choosing the Right Cybersecurity Partner Is Your Biggest Business Decision for 2024
John Briggs: 3.3 Rule
James Masotti: First 90 Days of Buying a Bookkeeping Business
Alison Lukin: Officially Social Content Calendars
Laurence Whittam: Optimizing Outsourcing/Offshoring
Fady Hawatmeh: Use of AI in Accounting and Finance
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