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:
Rhamy Alejeal: People Processes - Partnership with Profit First Professionals
RJon Robins: Profit First For Lawyers
Mike Milan: Cash Flow On The Go!
Crista Grasso: Simplifying How You Scale Your Business
Stacy Tuschl: How to Create Efficient Remote Teams
Michelle Grecni: Avoiding Burnout and Staying Motivated
Patty Block: How The Broken Cookie Effect® Is Blocking Your Growth
Kelley Brubaker: Reframing Sales Calls With Great Success
Annette de Lancey: Using Profit First to Bring Clarity to Manufacturing Companies
Kasey Anton: Helping Restaurant Owners to be More Intentional and Profitable
Wally Malesh: Applying Profit First to the Real Estate Team Business Space
David Steininger: Self-Employment Sidekick
David Furth: The Value of Automating Your Financial and Accounting Processes
Shweta Patel: Women's Health and Wellness
Christina Springstead: Doing It Scared
Melissa Morris: Is Your Overwhelm an Ops Issue?
Mike Milan: Cash Flow Strategies
Fady Hawatmeh: Being a CFO
Stevyn Guinnip: Health and Wealth
Hilary Hendershott: The Profits Pyramid
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