If recurring client work is at the core of a business, it’s time to automate to innovate. During this session, see how practitioners can implement a workflow management tool into tech stacks and never go back to the manual mode of managing with spreadsheets, Post-it Notes, and email. With a single view into everything that matters, anyone can future-proof workflow with ease. Edit the way you work, make changes on the fly, or schedule tasks into the future.
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.