Jetpack Workflow

Jetpack Workflow

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Jetpack Workflow lets you automate recurring tasks and projects, duplicate across clients, and track staff progress.

The Secret Scaling Systems from the Tax Goddess 06/06/2023

Want to scale your accounting firm but not sure where to start? The solution is here! Check out this podcast for the secret scaling systems used by Shauna Wekherlien, The Tax Goddess.

The Secret Scaling Systems from the Tax Goddess Podcast Summary On Today’s Podcast You’ll Find… The Tax Goddess Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and invest...

Accounting Fee Increase Letter: Sample Template & Tips 05/30/2023

⚠️ Worried about announcing a price increase to your clients? We've got you covered! There's a better way to approach this important conversation. 💼💬 Discover the art of communicating your higher rates in a respectful and understanding manner. Our blog post provides valuable tips and a sample letter that will help you navigate this transition with grace.

Accounting Fee Increase Letter: Sample Template & Tips Learn how to effectively communicate an accounting fee increase to your clients with our free sample template and expert tips.

Sample Letter to Terminate Accounting Services with a Client 05/18/2023

Terminating a client's contract can be challenging, but it's an important part of running a successful firm. Our latest blog post offers guidance on how to write a termination letter that ends the professional relationship on a positive note:

Sample Letter to Terminate Accounting Services with a Client Need to terminate accounting services with a client? Check out our sample letter for guidance on the process, including steps to take, tone to use, and key information to include.

The Secret Scaling Systems from the Tax Goddess 05/10/2023

Are you struggling to scale your accounting firm? There's a better way! Check out this podcast for the secret scaling systems used by the Tax Goddess, Shauna Wekherlien.

The Secret Scaling Systems from the Tax Goddess Podcast Summary On Today’s Podcast You’ll Find… The Tax Goddess Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and invest...

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