Jetpack Workflow

Jetpack Workflow Jetpack helps accounting and bookkeeping pros manage client work & staff progress. Check us out with a 14-day free trial at www.jetpackworkflow.com

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

10/30/2026

Some clients see a premium monthly fee and assume it covers everything. AJ Zepeda, founder and COO of Maverick, says his firm got burned by a couple of clients like that in its first year. His advice is to put your guardrails up early and bill for out-of-scope work the first time it happens, because waiting doesn’t make the conversation easier later.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/28/2026

Most firms try to onboard new clients as fast as possible. AJ Zepeda, founder and COO at Maverick, does the opposite. His firm takes 30 to 45 days to onboard a new client. Billing starts the day the client signs, and the accounting team won’t touch the books until every legal document and bank login is in. If 10 of 12 logins come in, they still wait. Here’s how he sets that expectation with clients from the start.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/24/2026

Once a firm passes 100 people, the owner can no longer have a one-on-one relationship with everyone. Toby Comer, owner of Hagel Comer, felt himself losing touch with the emerging leaders one level below his direct reports. So he built a Leadership Academy that he runs himself. A few times a year, the group meets for two days. They read a book before each session, spend the first day pulling out its principles, and spend the second day applying them to the firm.

If you’re growing past the point where you know everyone, this is a practical way to keep your next generation of leaders close.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/22/2026

Toby Kommer, owner of Haga Comer and CEO of Aspire Bank, spent close to 20 years in banking. When he set out to build a one-stop shop of banking, insurance, wealth management, and accounting, he assumed the bank would be at the center. It didn’t take long to find out he was wrong. In this clip, Toby explains why a banker’s influence with clients is nothing compared to a CPA’s, and why he moved the whole model to put the accounting firm at its center.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/20/2026

Most accounting firms still reward their people based on hours. Toby Comer, owner of Hagar Comer, does it differently. If someone prepares a $2,500 tax return in five hours instead of ten, he sees that as more valuable work, not less. His firm still tracks time to see whether clients are profitable, but pay is based on what each person contributes to the work that goes out the door. In this clip, Toby explains why he thinks people should be rewarded for what they produce, not how long they’re at the office.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/18/2026

Two people with the same tenure and experience can make very different money at Haga Kommer, and neither one can argue with it. Toby Kommer explains why: everyone’s pay is tied to the same transparent measure, production and efficiency, not hours logged. He also explains why A players love the model and C players don’t last long in it.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/16/2026

At Toby Comer’s firm, everyone sees the numbers, from the location P&L to the whole organization’s, and that includes the admin assistant. Toby, owner of Haga Comer, explains why he built that kind of transparency in from the start and how it ties into the firm’s plan to become employee-owned. He also makes a direct point about culture: if you want to attract A players, look at who you’re keeping around.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/15/2026

Do accounting firms really need service packages if clients aren't buying based on them? Shane, co-founder of Nimble, explains how his firm uses packages: to qualify leads, give the team a pricing matrix so people other than the founders can price accurately, and set a baseline for the discovery call. He's also clear that packages aren't what closes the deal. Clients are looking for a partner who understands their entrepreneurial journey.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/13/2026

Shane, co-founder of Nimble, explains why most referral partnerships never produce anything and why accounting firms shouldn't over-invest in them early on. He also shares the type of partner that's working best for Nimble right now: seasoned CFOs who want nothing to do with the bookkeeping but need someone they trust to handle it, so they can be the hero for their clients. The best partnerships are the ones where both sides actually create value for each other.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

10/13/2026

Toby Comer owns 100% of Haga Comer, which makes it the largest singly owned CPA firm in the nation. He explains why that structure lets the firm run differently: clients and employees get the look and feel of a small firm, even though it serves some much larger accounts, including a commercial real estate developer with 75 entities. The firm’s real focus is still small businesses with $10M or less in revenue and 25 or fewer employees.

Subscribe to the Growing Your Firm channel for more conversations and insights for accounting professionals.

Address

5831 Forward Avenue #1097
Pittsburgh, PA
15217

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Website

Alerts

Be the first to know and let us send you an email when Jetpack Workflow posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category

Nearby computer & electronics services

Other Software Companies in Pittsburgh

Show All