David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software that helps accountants and bookkeepers hit deadlines and improve their task management. David has a background in marketing and was previously a Technical Marketing Consultant at his own firm. David is also the host of the Growing Your Firm Podcast and co-author of the book Double Your Accounting Firm.
Here’s a glimpse of what you’ll learn:
- David Cristello discusses the history of his company, Jetpack Workflow, and why he saw the need for a workflow software for accountants
- What are the top qualities to look for in a task management software?
- David shares some of his favorite applications and explains why task management software is so powerful
- The main KPIs David recommends for accounting firms
- Why David named his company Jetpack Workflow and how the name encapsulates his core goals
- What inspires David?
In this episode:
Millions of companies in a variety of industries use some form of workflow software. However, one industry was getting overlooked that may have needed it the most. That’s where David Cristello comes in.
David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software for accountants and bookkeepers. After seeing the need for task management software in the accounting industry, David created Jetpack Workflow to help thousands of accountants with their productivity and management. His company has rocketed to the top, and today he’s here to tell you all about it — and share some of his favorite applications along the way.
On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and CEO of Jetpack Workflow, David Cristello, about the importance of workflow applications. They discuss why David created his workflow software for accountants, what you should look for in task management software, and the importance of using the right application for your business. You won’t want to miss this jam-packed episode!
Resources mentioned in this episode:
- Adi Klevit on LinkedIn
- Business Success Consulting Group
- David Cristello on LinkedIn
- Jetpack Workflow
- Growing Your Firm Podcast
- Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit by David Cristello and Joe Cassandra
- sweetprocess.com/Adi
- Salesforce
- Asana
- monday.com
- ClickUp
Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.
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So, what are you waiting for? Do yourself a favor, and cut the chaos out of your business.
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