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Episode 116: [SYSTEMS] Jetpack Workflow with David Cristello

Sep 19, 2023

In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.

In this episode...
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Episode 115: [SYSTEMS] Onboarding with Alyssa Lang

Sep 12, 2023

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for...

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Episode 114: [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main

Sep 05, 2023

In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations.

In this episode you’ll hear:
  • How Ashley & Katie created their...
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