Quote

“Project management tools are built for a defined sprint of work, but there is a big gap in recurring client management tools.” - David Cristello

The finer details of this episode 

• David’s background and how he started JetPack Workflow
• Why JetPack Workflow is a valuable project management tool for CPA firms
• How to set up JetPack Workflow in your firm
• When a firm begins to migrate into JetPack Workflow
• Why JetPack Workflow is more effective than other project management tools
• How JetPack Workflow has moved the needle on Summit CPA’s gross profit
• The best way for smaller firms to adapt to a JetPack Workflow
• Summit CPA’s approach to maintaining their JetPack Workflow
• What new things are coming from JetPack Workflow in the future

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• JetPack Workflow - https://jetpackworkflow.com/