Updated: Aug 14
We’re excited to announce a new, exclusive partnership for the Succentrix Business Advisors owners; we’ve partnered with Jetpack Workflow, the leading workflow software for accounting firms, to be the exclusive workflow tool for all our SBA firms!
As a Succentrix Franchisee, you and your team will have access to a customized library of workflow and email templates, that, at the push of a button, will help you scale your firm with ease.
Meet Jetpack Workflow Founder, David Cristello
“We are excited to partner with Succentrix Business Advisors to help their franchise community stay ahead of the competition,” said David Cristello, CEO of Jetpack Workflow. “It’s clear that competition is rapidly increasing, and we’ve seen clear trends that with stronger systems, firms can position a highly profitable, scalable firm while also being able to introduce value-added advisory services. Succentrix Business Advisors have proven that they have expertise in launching new firms with ambitious operators while also including a world-class training and support structure for their group. The partnership is a win-win for franchise owners."
Alan Padgett: "We're delighted to have the leader in the industry be our exclusive partner."
“We believe that the best way for firms to grow their client base without sacrificing quality or profitability is to make sure they are using world-class applications. It’s a critical part of every firm. We’re delighted to have the leader in the industry be our exclusive partner” said Alan Padgett, Founder, and CEO at Succentrix Business Advisors. “Jetpack Workflow is the right tool to help accelerate our method and process for scaling a firm. Literally putting these two systems together is rocket fuel for any franchise owner”.
And don’t forget -- sign up using the link below to sign up for your custom walk-through and discount!