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Free cpe webinars
How to Run a Workflow Diagnosis to Improve Margins and Clarity

HOW TO RUN A WORKFLOW DIAGNOSIS TO IMPROVE MARGINS AND CLARITY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With the constant crush of deadlines and client demands—all as you try to grow your business—it’s easy to lose sight of the big picture. But how do you cut through the chaos? Join Jetpack Founder and CEO David Cristello to learn about the value of reviewing your workflow. He’ll share crucial tips that will help you gain clarity on what matters—from the biggest pain points to the most profitable services. Whether you are a Jetpack Workflow user or not, you’ll leave this webinar with valuable insight.

Learning Objectives:


  • Recognize the tendency to lose sight of the big picture while managing day-to-day demands

  • Determine the value of reviewing workflow 

  • Identify crucial tips that will help you gain clarity on your biggest pain points, most profitable services, and more

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 industries, and co-founder at Pittsburgh Startup Weekend.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.