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

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How to Design Better Workflows in Your Business

Today’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=