David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners

Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have David Cristello, the Founder & CEO of Jetpack Workflow, as our esteemed guest. David delves into the concept and functioning of Recurring Client Management (RCM) Systems, shedding light on what it entails and how it operates. He emphasizes the importance of evaluating workflow platforms that suit different business needs, guiding listeners on the criteria for choosing the most appropriate technology for their entities. Drawing from his role as CEO of a software development company, David shares insights on staying abreast of cutting-edge technology and the methodologies behind selecting the right technology to build applications. Additionally, he elaborates on the strategic decision to collaborate with Profit First Professionals, outlining the unique benefits and value that his partnership brings to our membership. This episode promises a deep dive into Recurring Client Management Systems, technology evaluation strategies, and the significance of partnerships in enhancing business practices. David's expertise and perspective will provide invaluable insights for accounting professionals and business owners seeking effective workflow solutions.   Website:jetpackworkflow.co LinkedIn:https://www.linkedin.com/company/jetpackworkflow/ Twitter:https://twitter.com/jetpackworkflow Facebook:https://web.facebook.com/jetpackworkflow   Corporate Partner: Jetpack Workflow - https://jetpackworkflow.com/