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Freedom to scale

Hosted by Financial Cents

Unlock Your Firm’s Potential for Operational Freedom and Profitable Growth.

100% virtual.

Not for Financial Cents users only. All are welcome to join!

Catch the replays

📍 Virtual Event

📆 October 22 & 23, 2024

🕒 10:45am - 4:15pm EST daily

Proud Sponsors of WorkflowCon

What our #WorkflowCon2023 attendees had to say

“I thought the idea was great! I liked the engagement across the event, the ease to jump in and out of events. I also thought the fact that it was free was underrated.”
Curtis
“I liked hearing from actual people in the same industry as me. It was fun and a good learning experience.”
Genesis Rogers
“There was some very good information and gave a deeper look into Financial Cents and workflow.”
Denise Huntsman
“I saw that I was not alone, but also saw the great options that can help shape up my firm.”
Melissa Jean-Baptiste
“Sessions were in smaller time slots, with very actionable steps. VERY engaging content and speakers.”
Melissa Jean-Baptiste
WORKFLOWCON 2024

What can you expect?

This year's WorkflowCon theme is about helping you:

  • Remove yourself from the day to day routine to stop being the bottleneck in your firm.
  • Systematize your firm so it can run without you, giving you the freedom to focus on scaling.
  • Standardize your processes to empower employees and improve client satisfaction.
  • Scale your firm (whatever that means for you hiring new staff, preparing for an acquisition, working only 10 hours a week and traveling, or hitting $1m in revenue).
Speakers
Agenda

Master workflows & maximize efficiency

Deep-dives into topics around managing and improving your workflow

Register and get connected to firm-owners like you in a private facebook group to share your workflows

Hear from speakers who know what they’re talking about

Varying session types from panel discussions to breakout sessions
and workshops

Unbiased conversations
you’ll benefit from

Get all your burning workflow questions answered

Confirmed speakers

⭐ Keynote Speaker ⭐

Dawn Brolin, CPA, CFE

CEO, Powerful Accounting and Author, The Designated Motivator

Kellie Parks, CPB

Owner, Calmwaters
Cloud Accounting

Linda Lee Hahn

Partner at Olsen Hahn
Accounting Ltd

Brandon Hall, CPA

CEO & Managing Partner,
Hall CPA LLC

Blake Oliver, CPA

Co-host of the Accounting Podcast
and Founder of Earmark

Nancy McClelland, CPA

Founder, Nancy McClelland, LLC
aka The Dancing Accountant

Megan Comer

Business Coach,
Leslie Liorndas CPA PLLC

Chad Davis, CPA

Co-founder,
LiveCA

Deb Defer

Director of CAAS Services,
WOODARD Consulting

Zane Stevens CA

Founding Partner, Protea Financial

Sabrina Parris, CPA

Owner, Sabrina P. Cook CPA

Kelly Rohrs, CPA

Founder, Kelly A. Rohrs CPA P.C.

Keila Hill-Trawick

Owner, Little Fish Accounting

Shahram Zarshenas

Co-founder & CEO, Financial Cents

Ryan Lazanis, CPA

Founder, Future Firm

Logan Graf, CPA

Owner, The Graf Tax Co PLLC

Roman Villard, CPA

Partner and CEO, Full Send Finance

Brad D. Messner, EA

Vice President, M & J Tax Service

Alicia Katz Pollock

Founder, Royalwise

Erica Goode, CPA

CFO & Owner, Erica Goode, CPA

Nick Boscia

CPA, Partner at Boscia & Boscia P.C.

Eric Green

Founder, TaxRep Network and Partner at Green & Sklarz LLC.

Justine Lackey

Coach & Mentor for Bookkeepers & Accountants
Founder, Good Cents Management & JL Media

Randy Crabtree

Co-founder and Partner of
Tri-Merit Specialty Tax Professionals

Catch the Replays

Tracks

Independent account strategies

Solo Firms

This track is dedicated to helping solo practitioners streamline their operations, leverage automation, and create efficient workflows. Learn how to remove yourself from daily routines, focus on growth, and achieve the freedom to scale your practice

Scaling mid-sized firms

Growing Firms

Tailored for firms with 2 to 19 team members, this track focuses on building a scalable infrastructure. Discover strategies for systematizing your firm, empowering your team, and standardizing processes to drive operational efficiency and client satisfaction.

Scaling large firms

Large Firms

Designed for large firms with 20+ employees, this track offers insights into advanced workflow automation, strategic long term planning, and effective leadership. Learn how to manage large teams, nurture client relationships, and sustain profitable growth.

EXCELLENCE IN FINANCIAL MANAGEMENT

Bookkeeping Specific

This track focuses on the unique challenges and opportunities in the bookkeeping profession. Explore best practices for streamlining bookkeeping processes, utilizing technology, and delivering exceptional client service to scale your bookkeeping practice.

INNOVATION & GROWTH

Accounting Specific

Dedicated to accountants, this track delves into innovative accounting practices, technology adoption, and strategic growth initiatives. Gain insights into creating standardized processes, managing client relationships, and scaling your accounting firm for long term success.

BUILDING A HIGH-PERFORMANCE TEAM

Employees & Operators

This track is designed for employees and operators within accounting and bookkeeping firms. Focus on developing skills and best practices to excel in your role, from mastering workflow systems to improving client interactions. Learn how to contribute to your firm's success by embracing standardization, utilizing technology, and fostering a collaborative work environment.

Agenda

Not for Financial Cents users only. All are welcome to join! *All times are in EDT.

DAY 1 (OCT 22)
10:45 AM
10:45 AM

Event opens for pre-entry

Move around the fluid space to meet with firm owners, employees, and operators like you and chat. Make new friends and re-connect with existing ones.
11 AM - 11:15 AM
11 AM - 11:15 AM

Welcome message

Join this session for a special welcome to WorkflowCon, the Financial Cents way. Get excited about these two days and know what to expect. You may also find yourself dancing to Shahram's music of the day.

With Shahram Zarshenas
11:15 AM - 11:45 AM
11:15 AM - 11:45 AM

Keynote

The Freedom & Profitability You Desire are Achievable

Get motivated by the designated motivator herself as she paints a picture that shows you just one thing that the operational freedom and firm profitability you desire are within reach.

With Dawn Brolin
11:45 AM - 12:30 PM
11:45 AM - 12:30 PM

Growing firms

Panel session: Using Frameworks to Grow Your Firm:

Discover how to leverage powerful frameworks to scale your accounting, bookkeeping, or tax firm efficiently. Our expert panel will share strategies for implementing these frameworks to streamline operations, improve client services, and drive growth.

Panelists: Megan Comer, Roman Villard, CPA, and Chad Davis CPA
12:30 PM - 1:00 PM
12:30 PM - 1:00 PM

Break
1 PM - 1:30 PM
1 PM - 1:30 PM

Breakout sessions

Solo firms

Solo Success: Optimize Your Schedule for a 15- Hour Week (with Erica Goode CPA)

Learn how to create a sustainable work-life balance as a solo practitioner. Erica Goode, CPA, shares her strategies for optimizing your schedule to work 15 hours a week while still achieving client satisfaction and business growth. Perfect for solo accountants seeking time freedom.

 

Growing firms

How to Focus on Meaningful Growth While Having a Balanced, Fulfilling Life (with Keila Hill Trawick CPA)

Discover how to grow your firm without sacrificing your personal life. Keila Hill-Trawick, CPA, offers insights on focusing on meaningful growth, maintaining work-life balance, and fostering a fulfilling career. Learn practical steps to expand your business while prioritizing what truly matters to you.

 

Large firms

Masterclass: The Fundamental Leadership Skills to Scale Up Your Firm (with Brandon Hall CPA)

Join Brandon Hall, CPA, in this masterclass on developing essential leadership skills for scaling large firms. Learn how to inspire your team, implement effective strategies, and drive sustainable growth. This session provides valuable insights for firm leaders looking to elevate their management capabilities and expand their practices.

 

All Tracks

Tear Down The Wall: Workflows for Bookkeeper and Tax Preparer Collaboration (with Nancy McClelland, CPA)

Enhance collaboration between bookkeepers and tax preparers with streamlined workflows. Nancy McClelland, CPA, shares practical approaches to breaking down silos and improving communication for better results. This session is ideal for firms seeking to foster a cohesive, efficient work environment that enhances productivity and client satisfaction.

 

Employees & operators

Financial Cents Must-Use Automation Features (with Kasey Cunnington, Senior Account Executive at Financial Cents)

Explore Financial Cents powerful automation features that can help streamline your firm's operations. Kasey Cunnington highlights essential tools to boost productivity, reduce manual tasks, and improve client management. Perfect for employees and operators looking to leverage technology to optimize workflows and scale their firms effectively.
1:30 PM - 2:25 PM
1:30 PM - 2:25 PM

Special Halloween Edition: Trick or Treat

Streamline Your Workflow Creation Process with Template Sharing

Creating workflow after workflow can be a tedious and time-consuming task. Imagine all the hours you spend crafting a workflow. As you create one, you suddenly realize you need 10 more. It s exhausting and inefficient. We ve got the perfect solution! Join us for the Workflow Swap session and swap templates with your peers.
2:25 PM - 2:40 PM
2:25 PM - 2:40 PM

Comedy break

Joe has appeared on America's Got Talent, and his popular blog, Man with a Baby, is read and enjoyed by many. If you haven't seen him kill it on stage, you might have heard Joe on the nationally syndicated The Bob & Tom Show or seen him in television appearances on The Tonight Show's Laugh Squad, Laugh on FOX, Gotham Comedy Live, and on the Speed Channel. He's even found time to fit in an appearance in the film Stand-Up 360. Get ready to laugh away your stress during his session at WorkflowCon.

With Joe Larson
2:40 PM - 3:00 PM
2:40 PM - 3:00 PM

Booth visit and fluid spaces
3:00 PM - 3:30 PM
3:00 PM - 3:30 PM

Breakout sessions

Accounting

Security Tips for the Growing Firm: Increased Security Doesn t Have to Frustrate Clients with the Right Systems (with Brad D. Messner, EA)

Learn how to enhance your firm's security without compromising client experience. Brad D. Messner, EA, provides actionable tips on implementing robust security measures that protect sensitive data and streamline client interactions. Discover the right systems to maintain trust and compliance while growing your accounting practice.

 

All tracks

Workflow Roast (with Roman and Kellie)

Get ready for a fun, interactive session where Roman and Kellie provide real-time feedback on your firm's workflows. Learn how to identify inefficiencies, improve processes, and enhance productivity. This session is perfect for anyone looking to refine their firm's operations for optimal performance.

 

Employees & operators

Financial Cents Best Practices, a Training Session for Firm Employees (with Anthony Guevera, Head of Customer Success at Financial Cents)

Unlock the full potential of Financial Cents in your firm. Anthony Guevera provides a comprehensive training session on best practices, showcasing how to utilize Financial Cents features to enhance productivity, manage tasks, and streamline workflows. Ideal for firm employees aiming to boost operational efficiency.

 

Large firms

How to Build a Million Dollar Practice (with Eric Green, Founding Partner, Green & Sklarz Inc and Founder, Tax Rep Network)

Discover how to grow a million-dollar practice by specializing in tax representation. Eric Green shares proven strategies for attracting clients, handling complex tax issues, and building a profitable niche. Learn how to leverage tax representation to differentiate your firm and drive substantial revenue growth.
3:30 PM - 4:00 PM
3:30 PM - 4:00 PM

FC Champions Awards Ceremony

Celebrate the achievements of outstanding Financial Cents users who have excelled in optimizing workflows, enhancing processes, and leveraging automation. Join us to recognize these trailblazers for their innovative approaches and commitment to excellence in their firms, setting a new standard for success in the accounting and bookkeeping industry.
4:00 PM - 4:15 PM
4:00 PM - 4:15 PM

Speed networking

Expand your professional network quickly in our speed networking session. Meet other accountants, bookkeepers, and tax firm professionals in a fastpaced, engaging format designed to foster new connections. Share insights, exchange ideas, and build valuable relationships in just 15 minutes. Don't miss this exciting opportunity!

Register to watch the replays

(and get the resources)

Want to explore Financial Cents ?

Financial Cents is accounting workflow software that helps you track client work, centralize client information and documents, organize your work, and meet your deadlines. Firms like Powerful Accounting, Honest Buck Accounting, Badger CPA, Calmwaters Cloud Accounting, and other firms like yours-from solo to midsize and large teams-use Financial Cents.

Book a demo
Start a free trial

94% said they’d recommend #WorkflowCon

“All the speakers said the things I have been saying to my team. It only reinforced that I am on the right track!”
Crystal Willis
“There was a great focus on improving efficiencies from different perspectives.”
Josh Streimer
"Real world examples, not just theory."
Christine Howard
“Everything was purposeful and useful.”
Crystal Willis
“All too often the information you get from the websites on apps are just marketing info and very little insight into how the app actually WORKS, what it does for you. I have actually seen the process of navigating and using the apps AND that it’s not ALL about Financial Cents. There were conversations about related apps as well and how they can integrate into a functioning tech stack.”
Leslie Billings

Catch up on all the #WorkflowCon2023 sessions

2023 sessions
Catch the Replays

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