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Small Firms and Bookkeepers: How to Design Your Accounting Workflows Using KIICK

SMALL FIRMS AND BOOKKEEPERS: HOW TO DESIGN YOUR ACCOUNTING WORKFLOWS USING KIICK

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Do you find yourself struggling to keep up with the flood of deadlines and client requests? During this session, discover how you can use a software workflow automation tool, such as Kiick, to drive project updates for services or specific client projects with new tasks, assignees, information (and more) within seconds; know exactly what the scheduled workload is for your firm; zero in on the next month, quarter, or year and see all the work that has been planned; instantly identify what project is “stuck” and is likely not to get done on time without intervention; and view everything on the go (e.g., mobile, tablet) for you and your team.

Learning Objectives:


  • Determine how Kiick could be a benefit to your firm

  • Evaluate exactly what the scheduled workload is for your firm

  • Identify what project is “stuck” and is likely not to get done on time without intervention

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.