Grow your practice! Register now for this action-oriented webinar to help you leverage your client relationships, expertise, and technology tools. Introducing a new service may sound resource intensive, especially for busy accounting and bookkeeping firms that already have their plates full. But what if you had a model for client advisory services (CAS) that uses the resources you already have? It could be a low-risk, high-reward game changer! Jetpack founder, CEO, and evangelist David Cristello will discuss how to scale CAS without big expenses, disruptions, or risks.
Learning Objectives:
Jetpack Workflow
CEO
[email protected]
(724) 994-7758
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.