Accounting Influencers Roundtable


Workflow Best Practices for Accountants with David Cristello

Episode 33. In today’s interview, “Workflow Best Practices for Accountants with David Cristello.”

David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He’s also the host of “Growing Your Firm” podcast and co-author of “Double Your Accounting Firm”.

Key takeaways from this episode include:

➯ what has made accountants resilient and mentally strong in the challenging pandemic period

➯ How burnout has occurred for accounting professionals and what they can do to avoid it

➯ how the accounting firm workspace will change post pandemic with hybrid working

➯ why it’s virtually impossible for accounting professionals to have important conversations ‘in the cloud’

➯ why the full-time fully-present in-person employee in accounting firms is a thing of the past if you want to compete

➯ how turbulence affects the way professionals like accountants view work and change expectations of employment

➯ practical tips to make remote working more engaging and fun for accounting firms

➯ the best place for accounting firms to start if they want to be the employer of choice for new talent

➯ shout out to Ron Baker and Ed Kless on business models for accounting firms in the subscription economy

➯ how a subscription model gives accounting firms a massive competitive advantage

➯ the most common workflow traps that many accountancy firms fall into

➯ why introducing more people to your accounting practice increases the points of failure

➯ the two main competitors to dedicated workflow management software for accountants

➯ a critical question accountants and CPAs should be asking their clients

➯ shout out to David’s Growing Your Firm podcast and how it turned into ‘Double Your Accounting Firm’ book

➯ the power for accounting firms of niching down and being able to deliver a packaged offering to clients

➯ the role of machine learning and AI in the future of practice management

Outside of Jetpack Workflow, David enjoys spending time with his family, reading, and playing too much online chess. You can contact him here:


The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus ‘from the client’s perspective’ episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week’s episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical ‘here’s what works’ tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services – the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don’t buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

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