Using JetPack Workflow for project management with David Cristello
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
In this episode, we are sitting down with a special guest, David Cristello, founder and CEO of JetPack Workflow and Adam Hale, the COO at Summit CPA to talk about JetPack Workflow, a project management tool designed for recurring client management. At Summit CPA, we have found JetPack Workflow to be an extremely valuable tool to create workflows that maintain consistency and quality as we grow our business. Listen to learn about how JetPack Workflow can benefit your CPA firm and the best approach to getting started.
