078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack Workflow

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application.   He's also the host of the "Growing Your Firm" podcast, an interview series that highlights best practices and trends in team management, metrics, M&A, marketing and more. David is also the co-author of the best selling book "Double Your Accounting Firm". His work has been featured in Forbes, AccountingToday, and AccountingWeb.  I put a question out to my audience last week about - without downplaying the seriousness of this crisis - what are the gifts to you in this time.  And without a doubt, the single biggest gift people mentioned was time.  More time with family + kiddos,  More time to take a step back and reevaluate priorities Take care of projects around the house Take care of projects in your business.  So I thought now would be a good time to share this episode with David Cristello, and talk about how to design better workflows in your business.    Designing better workflows can help you Save time and reduce redundancy Create a better quality product More consistent product - when everyone in the office does it the same way Scale more easily Be more profitable.    These are my key takeaways from our conversation:  Document all versions of the existing process as it currently exists, by all people What can we remove What needs editing or updating What needs adding   Remember: That designing workflows is not one-and-done. You can revisit and improve workflows over time.  To keep it simple, and To include your client’s experience in the process.  Software:  https://jetpackworkflow.com/   Podcast:  Jetpack Workflow Blog: Strategies for Growing Your Firm https://jetpackworkflow.com/blog/   Book:  Double Your Accounting FIrm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit https://www.amazon.com/Double-Your-Accounting-FIrm-Stronger/dp/1521814139/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= Download ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/ Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

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