{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2F33cfa5d8-ba21-4dd3-bb6f-f5d08ce85080","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"","title":"Workflow Best Practices for Accountants with David Cristello","description":"Episode 33. In today's interview, \"Workflow Best Practices for Accountants with David Cristello.\"\n\nDavid is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of \"Growing Your Firm\" podcast and co-author of \"Double Your Accounting Firm\". \n\nKey takeaways from this episode include:\n\n\u27af what has made accountants resilient and mentally strong in the challenging pandemic period\n\n\u27af How burnout has occurred for accounting professionals and what they can do to avoid it\n\n\u27af how the accounting firm workspace will change post pandemic with hybrid working\n\n\u27af why it's virtually impossible for accounting professionals to have important conversations 'in the cloud'\n\n\u27af why the full-time fully-present in-person employee in accounting firms is a thing of the past if you want to compete\n\n\u27af how turbulence affects the way professionals like accountants view work and change expectations of employment\n\n\u27af practical tips to make remote working more engaging and fun for accounting firms\n\n\u27af the best place for accounting firms to start if they want to be the employer of choice for new talent\n\n\u27af shout out to Ron Baker and Ed Kless on business models for accounting firms in the subscription economy\n\n\u27af how a subscription model gives accounting firms a massive competitive advantage\n\n\u27af the most common workflow traps that many accountancy firms fall into \n\n\u27af why introducing more people to your accounting practice increases the points of failure \n\n\u27af the two main competitors to dedicated workflow management software for accountants\n\n\u27af a critical question accountants and CPAs should be asking their clients\n\n\u27af shout out to David's Growing Your Firm podcast and how it turned into 'Double Your Accounting Firm' book https://jetpackworkflow.com/growing-your-firm-podcast/\n\n\u27af the power for accounting firms of niching down and being able to deliver a packaged offering to clients\n\n\u27af the role of machine learning and AI in the future of practice management\n\nOutside of Jetpack Workflow, David enjoys spending time with his family, reading, and playing too much online chess. You can contact him here:\n\nhttps://jetpackworkflow.com\n\nhttps://www.linkedin.com/in/davidcristello\n\nNOTE TO LISTENERS:\n\nThe Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.\n\nEvery Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.\n\nEvery Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. \n\nEvery Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.\n\nFinally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.\n\nMartin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/0a4380ac-48fd-4002-b97e-1dfe18d6517d/OxXwS5aroVs8iDAFaBEwJu2T.jpg"}