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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: 

  1. Document all versions of the existing process as it currently exists, by all people
  2. What can we remove
  3. What needs editing or updating
  4. What needs adding


  • 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. 



Jetpack Workflow Blog: Strategies for Growing Your Firm

Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit

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