Clear the Chaos. Find Your Calm.
A rallying call for accountants and bookkeepers to clear the chaos holding their firms back: reclaiming their time, peace of mind, and the practice they set out to build.
November 12-13, 2025 | 100% Virtual | Free to Attend
Why attend?
Two days of sessions, panels, and community designed to help you streamline workflows, empower your team, and scale your firm with less stress.
Team Track
Strategies for culture, leadership, and tools to build a thriving, sustainable team.
Client Track
Proven ways to set boundaries, strengthen trust, and make client relationships more profitable.
Workflow Track
Eliminate bottlenecks and create processes that drive clarity and efficiency.
NextGen Track
AI, automation, and smart tech to free your time and reduce stress.
Revenue Track
Grow strategically and profitably, without losing control of margins or sanity.
Workflow Champions LIVE
See Financial Cents in action as firms share the workflows, templates, and lessons driving their success, so you can make them your own.
Team Track
Strategies for culture, leadership, and tools to build a thriving, sustainable team.
Client Track
Proven ways to set boundaries, strengthen trust, and make client relationships more profitable.
Workflow Track
Eliminate bottlenecks and create processes that drive clarity and efficiency.
NextGen Track
AI, automation, and smart tech to free your time and reduce stress.
Revenue Track
Grow strategically and profitably, without losing control of margins or sanity.
Workflow Champions LIVE
See Financial Cents in action as firms share the workflows, templates, and lessons driving their success, so you can make them your own.
Agenda
Not for Financial Cents users only. All are welcome to join! *All times are in EDT.
Networking
Kick off WorkflowCon by connecting with peers in a relaxed, open networking session
Opening the Flow
Financial Cents CEO Shahram Zarshenas welcomes you with the vision behind Clear the Chaos. Find Your Calm.
With Shahram Zarshenas
Keynote
From Chaos to Clarity: Scaling Your Firm Without Losing Your Calm
Kenji Kuramoto reveals how to grow your firm without the overwhelm—balancing scale, culture, and leadership clarity.
With Kenji Kuramoto
Block 1 Sessions
Team Track: Smarter Capacity Planning for Growing Firms
A panel of firm leaders shares what really works to forecast workloads, balance busy seasons, and prevent burnout.
With Yuri Kapilovich, Chayton Farlee, Alexis Sadler and Tonya Schulte
Client Track: Boundaries That Clients Respect
Dawn Brolin answers real-world questions on scope creep, protecting margins, and keeping client trust intact.
Q&A with Dawn Brolin
Workflow Champions LIVE: Simplifying Your 1040 Tax Return Process
See how standardizing and simplifying the 1040 can save time, reduce errors, and eliminate stress.
With Steven Moos
From Numbers to Narrative: Clear the Chaos in Financial Reporting
In this session, Josh Aharonoff, a.k.a, Your CFO Guy will show you how to transform raw numbers into calm, decision-ready insights using modern reporting workflows.
With Josh Aharonoff
Break, Wellness Nook, Booths, Trivia
Recharge with wellness activities, visit virtual booths, and join our live trivia game with cash prizes.
Block 2 Sessions
Workflow Track: Workflows That Work
Learn how to combine standardization with KPIs to drive clarity, accountability, and profitability.
With Erica Goode
NextGen Track: AI in Review
Get a clear overview of the latest AI updates shaping the accounting profession.
With Chad Davis
Client Track: Workshop: When Accuracy Is Enough
Accountants often get stuck chasing perfection when clients only need clarity. In this workshop, Roman Villard challenges the obsession with reconciling every penny and shows how to shift focus from precision to accuracy. Learn practical ways to stop over-delivering on details, free up capacity, and redirect your team’s energy toward strategy, insights, and client impact.
With Roman Villard
Workflow Champions LIVE: Proposals, Billing & Workflow
Dave Kersting shows how his firm overcame bottlenecks in proposals and billing using smarter workflows.
With Dave Kersting
Block 3 Sessions
Workshop: Automating Onboarding for a Seamless Client Experience
Speaker
In this workshop, Courtney McKay will show how to design automated onboarding workflows that deliver a smooth, professional experience for clients while freeing your team from repetitive tasks.
With Joelle Kindret
Client Track: Peer Therapy: The Document-Chase Spiral
A collaborative session sharing strategies to stop endless chasing and keep projects moving.
With Nayo Carter-Gray
Roundtable - Building a 5-Star Culture in Hybrid & Remote Teams
Join peers in an interactive roundtable to uncover what truly makes a 5-star culture thrive in hybrid and remote teams.
Swap strategies, solve challenges, and walk away with practical ideas to strengthen your firm’s culture anywhere.
With Nancy McClelland
Revenue Track: Stop the Leak
Ron Baker reveals how firms can plug hidden revenue leaks and improve cash flow.
With Ron Baker
Booths & Flow Conversations
Engage with exhibitors and connect one-on-one in guided networking sessions. Win $250 in Financial Cents daily booth raffle.
The Workflow Showdown
Watch firms go head-to-head as they showcase their best workflows, with one crowned champion live at WorkflowCon.
Speakers
Keynote Speakers
Founder & CEO, Acuity
Burnout Expert, Coach & Speaker
Speakers
Managing Partner, Kapilovich & Associates, LLC
Founder, Moos Tax & Accounting, PLLC
Founder, Realize | Creator
Founder, Erica Goode, CPA PLLC
Co-Founder, LiveCA LLP
Ownerm Capovario
CEO, Powerful Accounting | Author, The Designated Motivator
Author & Founder, VeraSage Institute
CEO, Turner Business Solutions
Founder & CEO, Good Cents Management
Co-Founder, The CFO Project
CEO, Steadfast Bookkeeping
Automation Consultant | Co-Founder, Opzer
Co-founder, VOS Accounting & Tax
Founder, 1st Step Accounting
Owner, The Dancing Accountant
Founder, Calmwaters Cloud Accounting | Workflow Expert
Firm Principal, Proctor & Assocs. Tax, Accounting, and Payroll Services
Owner, Creative Minds Accounting
Founder, K. Rohrs CPA P.C.
Founder, Fix My Flows | Professional DJ
Owner, Kin Collaborative Virtual Solutions
Partner, ConvergenceCoaching, LLC
CEO, Accounting . Therapy Inc.
Accounting Associate, Actuate Cloud Professional Accounting
Founder, The Profit Constructors
Founder, Full Send Accounting
Who Wants To Be An Accounting Millionaire
CEO at Verito
Your CFO Guy
Learning meets connection
Our event isn’t just about learning, it’s about connection, celebration, and balance. From networking and wellness to games and parties, here are the experiences designed to make your time unforgettable.
The Workflow Showdown 2025
The ultimate test of workflow mastery is here. Accounting and bookkeeping firms from all over the world will go head-to-head, showcasing their most creative, efficient, and impactful workflows. A panel of judges will review entries and crown the 2025 Workflow Champion live at WorkflowCon.
Whether you submit an entry or simply cheer on the contenders, you’ll walk away with fresh ideas and proven systems you can apply in your own firm.
Get more than just sessions: Unlock the WorkflowCon Resource Vault
Your ticket doesn’t just give you access to two days of sessions — it opens the door to the WorkflowCon Resource Vault. This exclusive collection is packed with tools and insights you can only get as an attendee, designed to help your firm work smarter long after the event ends. Inside the Vault, you’ll find:
- Hundreds of FREE Workflow Templates from firm owners like you to standardize and scale your processes
- Playbooks and checklists with step-by-step guidance for firm operations
- Session recordings and slide decks to revisit takeaways on your own time
- Research and reports, including insights from the 2025 State of Workflow & Automation
- Interactive tools like the WorkflowMeter and pricing calculators to put ideas into action
Giving back, together
WorkflowCon isn’t just about improving our firms — it’s also about making an impact beyond the profession. This year, we’re coming together as a community to support a nonprofit cause through our Virtual Fundraiser. Here’s how it works:
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Participate
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Celebrate
Even small contributions add up to big change — and this is our chance to show the power of the accounting community in action.
Save Your Seat Now
FAQs
Yes — 100% free and completely virtual. No hidden costs.
Not at all. WorkflowCon is open to all accountants, bookkeepers, and firm staff.
Yes. All registrants will receive recordings after the event so you can catch up or rewatch.
Yes. Encourage your team to attend — each person should register individually to access sessions and resources.
You’ll receive an email with access links before WorkflowCon begins. Just click to join from your computer or tablet.
Absolutely. Since it’s virtual, anyone can join. Session times are listed in U.S. Central Time, but recordings will help if you’re in another time zone.
WorkflowCon brings together solo practitioners, growing firms, large firms, bookkeepers, accountants, and operators. Whatever your size, you’ll find a track for you.
t’s designed specifically for accounting professionals, mixing practical education with fun and community. Expect sessions, networking, live games, wellness breaks, and prizes.
Yes. All attendees get access during the event to exclusive templates, playbooks, reports, and tools — only available at WorkflowCon.
Yes. Live participation is required for raffles, trivia, and the Workflow Contest announcement.
Don’t Miss WorkflowCon 2025
Two days. Five tracks. 20+ sessions. 30+ speakers. 100% free.
Meagan Green
Overall good content and great engagement from presenters and the audience. Great platform for hosting a virtual conference. Can’t believe it was free. It was free right? Especially when compared to Intuit Connects ridiculous conference fee. I remember when it was half price he cost. I would have paid $100 for this conference. Just saying.
Liz Lopez
Super professional. Very well done
Beth Wiggins
Fun, high energy, Airmeet platform was excellent, great speakers.
Hassana Blackwell
That it was virtual, hosted during “off-season” dates, with multiple tracks and session to choose from.
Peter Piluk
It was great to see the community FC is building come to life.
Marielle Klapp
THE ENERGY!!!
Meagan Green
Overall good content and great engagement from presenters and the audience. Great platform for hosting a virtual conference. Can’t believe it was free. It was free right? Especially when compared to Intuit Connects ridiculous conference fee. I remember when it was half price he cost. I would have paid $100 for this conference. Just saying.
Liz Lopez
Super professional. Very well done
Shawn Hanlon
The FC classes were amazing and helped us use the system better.
Betty Moss
First, I am not the accountant; however, her assistant, & I have several years of experience in marketing, sale, customer service, & some QB. I attended most of the sessions, & they were all outstanding! I think the best for our team was the workflow streamlining & detail about Financial Cents. We look forward to accessing the entire Webinar on UTube. Thanks!
Cassandra Sliter
The candidness of the speakers
Meagan Green
It’s was very easy to move around virtually and find the sessions that suited me best. Great mix!
Dustin Pruett
An amazing chance to be part of a great community and hear about how others use and see the benefit of workflow tools.
Shawn Hanlon
The FC classes were amazing and helped us use the system better.
Betty Moss
First, I am not the accountant; however, her assistant, & I have several years of experience in marketing, sale, customer service, & some QB. I attended most of the sessions, & they were all outstanding! I think the best for our team was the workflow streamlining & detail about Financial Cents. We look forward to accessing the entire Webinar on UTube. Thanks!
Cassandra Sliter
The candidness of the speakers
Diane Danna
Tough decision…but I have to say the fabulous say all speakers wove FC into their presentations. Really helped me wrap my head around how I need to implement FC.
Raegan Doucet
I loved all the opportunity to hear and see how others work.
Aileen Gilpin
It was focused on the growth of business not neccessarily about accounting 101
Denise Kirk
Online makes it more accessible on a budget, breakout rooms made it easy to choose sessions, saving the recordings made it great to watch the sessions I wanted to so I didn’t feel like I missed out on anything.
Manpreet Rakhra Dhaliwal
It was very informative and I learned a few things that can help
Diane Danna
Tough decision…but I have to say the fabulous say all speakers wove FC into their presentations. Really helped me wrap my head around how I need to implement FC.
Raegan Doucet
I loved all the opportunity to hear and see how others work.
Aileen Gilpin
It was focused on the growth of business not neccessarily about accounting 101