Financial Cents Workflow Reset Workshop: Client Onboarding & Disengagement

Reset, refine and rev up your workflows for 2025!

Step into 2025 with optimized workflows and confidence in your firm's processes!

Join myself and two other accounting firm owners and workflow pros for 1-hour workflow reset workshops and a group workflow therapy session.

The ultimate reset you need to turn inefficient workflows around and optimize your processes for a grand 2025.

December 17, 1-2pm Eastern is the onboarding workshop with me.

December 19th, 1-2pm Eastern is the workflow group therapy session with Dawn, Nick and myself.

Creating a Great Presentation: Marketing, Sales, and Speaking Engagements Slide Decks

Your marketing, sales, and speaking content pitches are great, but now it's time to create the collateral to accompany them. In this session, we will run through all the details so you can create wow slide decks and ancillary materials. Great content needs to be presented in a professional, consistent, high-quality manner, or your message will be diluted or lost.

This is an actionable workshop where you will leave with the knowledge to up your presentation creation game.

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Insightful Accountant Presents: Practice Management Apps - Internal Use And Client-Facing

Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content. 

1. Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals

2. Practice Management Apps - Internal Use And Client-Facing

3. Discovery and Onboarding, Re-engagement and Dis-engagement Tech

4. Cloud Accounting Apps

Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm. 

You can access all recordings and teaching materials if you missed a previous session in the series.

October 15 Webbie 3:00 PM Eastern

October 16 Interactive Deep Dive 3:00 PM Eastern 

October 17 Interactive Deep Dive 3:00 PM Eastern

Financial Cents Workflow Roast

The Workflow Roast is where firms' workflow strategies are reviewed, and solutions are given right on the spot. Join Roman and myself as we take on the challenge of improving a bookkeeping and accounting firm's workflow in real time!

If you've ever wondered how to enhance efficiency and avoid common mistakes in your business processes, this video is for you.

In this live critique, you'll see us break down the firm's current practices, identify areas for improvement, and suggest actionable solutions.

Perfect for bookkeepers, accountants, and business owners looking to refine their workflow and boost productivity.

Elevate Your Value Through Speaking Engagements: Writing Solid Submissions For Conferences And Events

Speaking engagements empower you to speak at niche (or accounting conferences) events to build your subject matter expert profile (SME), develop networks, and grow personally and professionally. But getting started is daunting; knowing why you would want to speak at what events, deciding what topics to cover and writing submissions that get you invited are often stopping points.

This session is all actionables on defining your whys' for engagements and topics, getting organized to submit proposals, writing great proposals, discovering how to get expenses covered and get paid for engagements, and staying organized for the events you are invited to.

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Discovery Form Roast - The Bookkeeping Side Hustle

Kate Johnson and I will be looking at BSH Community members client intake form and roasting them LIVE. This fun live-stream will show us the good, the bad, and the ugly of client intake processes. Come watch and join the fun.

Financial Cents Workflow Roast

The Workflow Roast is where firms' workflow strategies are reviewed, and solutions are given right on the spot. Join Roman and myself as we take on the challenge of improving a bookkeeping and accounting firm's workflow in real time!

If you've ever wondered how to enhance efficiency and avoid common mistakes in your business processes, this video is for you.

In this live critique, you'll see us break down the firm's current practices, identify areas for improvement, and suggest actionable solutions.

Perfect for bookkeepers, accountants, and business owners looking to refine their workflow and boost productivity.

Standardize Your Tech Stack - With Dext and Financial Cents

Are you struggling with fragmented systems and disjointed workflows? In today's dynamic digital environment, a standardized tech stack is no longer a luxury, it’s a necessity. Businesses that adopt standardized technologies experience improved efficiency, enhanced collaboration, and significant cost savings. 

Join me as we walk through the benefits of standardization:

• The core components and structure of a standardized tech stack

• How standardization reduces redundancy and streamlines operations

• How to eliminate bottlenecks and improve workflow efficiency

• The financial advantages of a standardized tech stack

• How a unified tech stack fosters better consistency and collaboration across teams

Don’t miss this session on the importance of standardizing your tech stack and how it can transform your business.

Kellie's Workshop - Seven Simple Systems For Security Strength

Data and device safeguarding measures you can implement - right now.

As more and more processes and documentation become cloud-based and collaborative, security systems among stakeholders are a must-have. It is essential for your business and your clients’ businesses.

When crafting up your security policies and trying to convince your team to adhere to them even if they are somewhat cumbersome, engage with this little thought:

Hackers, though incredibly sophisticated, often behave like petty thieves. They will try to find the unlocked doors, the accessible keys, the wallet in the back pocket, the unattended phone…

Put as many friction points in their way as possible, lock your virtual doors, and they may move on to the next victim. Security breaches are often crimes of opportunity unless the intended targets are big fish with big wallets, so a series of annoying-to-them practices act as deterrents.

Let’s noodle through what systems you can implement right now. The most important thing to keep in mind is that every one of the suggestions will be inexpensive and simple to get moving on, so let's get them implemented for you and your firm ASAP!

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Past Workshops - resource materials available in Realize

Tuesday, March 19, 2024 - Form Building to Craft Seamless Information Gathering

Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications

Tuesday, May 14, 2024 - Implementing A Password Manager App

Tuesday, July 11, 2024 - Chrome Identities, Themes & Customization – How To Create Insane Work Efficiency In The Cloud

Thursday, July 11, 2024 - Optimizing Chrome Browser

Insightful Accountant Presents: Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals

Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content. 

1. Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals

2. Practice Management Apps - Internal Use And Client-Facing

3. Discovery and Onboarding, Re-engagement and Dis-engagement Tech

4. Cloud Accounting Apps

Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm. 

You can access all recordings and teaching materials if you missed a previous session in the series.

July 30 Webbie 3:00 PM Eastern

August 1 Interactive Deep Dive 3:00 PM Eastern 

August 6 Interactive Deep Dive 3:00 PM Eastern

Get Schuff Done Workshops; Chrome Identities, Themes & Customization – How To Create Insane Work Efficiency In The Cloud

Five workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.

Workshop Five - Chrome Identities, Themes & Customization – How To Create Insane Work Efficiency In The Cloud

The cloud accounting and business software that many accounting professionals are embracing, learning about – or are scared of – is internet-based.

Your browser setup and user habits largely dictate your cloud technology experience.

Optimizing your Chrome browser makes the cloud app user experience more productive and less frustrating and can save you huge amounts of time.

In this workshop, we will optimize your Chrome browser.

We will walk through setting up identities and themes, adding extensions, and using folders with bookmarks to move through actions. You will also learn how to synch your “now perfect browser” across multiple devices—work from everywhere, anytime, using a system you love.

We will demo how you can quickly set your team and clients up with their own custom browsers so they can collaborate with you more efficiently. You will make their day as efficient as yours!

In particular, we will set up QBO navigation and deep links - you will love how quickly you can move through your QBO actions!

Just because it’s simple does not mean it’s easy!

It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.

So commit! Join us! Let’s get schtuff done!

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Past Workshops - resource materials available in Realize

Tuesday, March 19, 2024 - Form building workshop

Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications

Tuesday, May 14, 2024 - Implementing A Password Manager App

Tuesday, June 11th, 2024 - Rocking An Online Scheduler

ACCOUNTING WORKFLOW AUTOMATION: KEY TO BOOSTING FIRM PRODUCTIVITY

Unlock the secrets to maximizing your firm's efficiency and productivity through automation at our virtual, one-day summit.

Transform Your Firm with Workflow Automation

Are you ready to transform your accounting or bookkeeping firm with cutting-edge workflow automation techniques? Join us for the Financial Cents Virtual Workflow Summit, a one-day multi-session event designed to help you set up, manage, and maximize your workflows. This is your chance to learn from industry experts and engage in hands-on workshops that will revolutionize your firm's productivity.

I’m hosting the kick-off session at 10:00 Eastern.

Setting Up Workflows and Processes, Pre-Automation.

Learn how to lay the foundation for automation by setting up robust accounting processes and workflows.

I am part of the closing panel and Q&A.

Along with two fabulous automation experts, Courtney McKay and Heather Satterly.

Engage with a panel of experts, ask your burning questions, and get personalized advice on implementing workflow automation in your firm.

Get Schuff Done Workshops; Rocking An Online Scheduler

Four workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.

Workshop Four - Rocking An Online Scheduler

Let's get you set up in one of the most efficiency-creating apps in existence - the automagical online scheduler.

Manage your time without wasting your time managing it, have your boundaries enforced for you, get paid for out-of-scope meetings and "I just need to pick your brain a little" asks.

It doesn’t matter what scheduler you want to set up - 17Hats, Acuity, Book Like A Boss, Calendly, TidyCal … they are all great. What matters is you join us to get one set up.

This workshop will make you accountable for subscribing to a scheduler and starting the set-up process.

“Putting on your shoes is the hardest part of going for a run.”

Let’s take it to the next level, even if you already use a scheduler. This workshop will make you sit down and add/enhance your booking slots by creating new boundaries and clearer expectations using key forms and questions.

The process is the same for all online schedulers, so let’s do it together so it gets done!

Just because it’s simple does not mean it’s easy!

It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.

So commit! Join us! Let’s get schtuff done!

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Upcoming Workshop

Thursday, July 11, 2024 - Optimizing Chrome Browser

Past Workshops - resource materials available in Realize

Tuesday, March 19, 2024 - Form Building to Craft Seamless Information Gathering

Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications

Tuesday, May 14, 2024 - Implementing A Password Manager App

Building a Strong Culture in Accounting Firms Webinar

Join me as I moderate a 1-hour webinar focused on building a strong culture within accounting firms. This session will explore the critical elements of a positive workplace culture and how it can drive success, enhance employee satisfaction, and improve client relationships. Ideal for accounting professionals, firm leaders, and HR specialists, this webinar will provide practical insights and actionable strategies to cultivate a culture that supports growth, innovation, and excellence in your firm.

Key Concepts:

Understand the Role of Culture

• Gain a comprehensive understanding of the impact of workplace culture on employee engagement, productivity, and client satisfaction

Identify Key Cultural Elements

• Learn about the essential components of a strong culture, including leadership, communication, values, and collaboration

Develop and Implement Strategies

• Discover effective strategies for developing and implementing cultural initiatives that align with your firm’s goals and values

Enhance Employee Engagement

• Explore ways to foster a positive work environment that motivates and retains top talent within your firm

Dext & Financial Cents Present Reduce Manual Work and Scale Your Firm Faster with Tech

This webinar is for firm owners who feel like they should be doing more towards scaling their firms but feel stuck in the day-to-day.

They work IN their firms instead of ON their firms.

Manual, admin tasks keep them from strategic tasks that bring in the $$$?

They want to learn how to effectively use software to break free from manual, day-to-day, mundane tasks.

Break free from manual work and gain back time to put towards scaling your firm:

• Identify what tasks you should be automating

• Select the right software to help you achieve your goals

• See a live demo of how to automate manual tasks

• Understand how to channel the gained back time into scaling your firm

Don't let manual work hold you back. Register now and reclaim your time.

CPB Canada Webinar - Making Your Workflows Work For You: Crafting workflows that create efficiency and joy in your day.

• Sponsored by Financial Cents - redefining how bookkeeping firms get work done

As more and more processes and documentation become cloud-based and collaborative, security systems among stakeholders are a must-have. It is essential for your business and your clients’ businesses. But where do you start? In this session, we will go through the systems you can implement right now and how you can engage your team and clients in the processes.

This session will cover:

• Defining the outcome of your workflows

• Creating a decision matrix on what workflows to create

• Setting up workflows in spreadsheets to make them quick to design and implement

• Setting up workflows as milestones and tasks

Get Schuff Done Workshops; Going All In On A Password Manager App

Five workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.

Workshop Four - Going All In On A Password Manager App

It can seem daunting to go all in on a password manager; to let go of the ease of using Chrome to store your login details, to not use your pet/child name and “1234!” at the end of those names (not that anyone does that)and to give up control of knowing your passwords.

This was me. I knew I had to adopt a password manager. My password “system” stank - it was insecure and frustrating. But it was the enemy I knew.

So, although I signed up for 1Password, I was not engaged in it. I didn’t love it - in fact, I loathed it. But I made a deal with myself to dive in, I set a deadline to get my act together and go all-in on it. It was intense, frustrating and painful - but only for a few days. When it was all set up a wonderful thing happened. Once I went all in, it turns out I loved using my 1Password.

I did not see this coming. Before I went all in, I was fully committed to not embracing this change. Now, I want to help you experience loving a password manager. 

This workshop is dedicated to giving you the actionable steps to get this done and dusted!

Just because it’s simple does not mean it’s easy!

It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.

So commit! Join us! Let’s get schtuff done!

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Upcoming Workshops

Tuesday, Jun 11, 2024 - Implementing/Improving An Online Schedule

Thursday, July 11, 2024 - Optimizing Chrome Browser

Past Workshops - resource materials available in Realize

Form Building to Craft Seamless Information Gathering

Building Slide Decks To Craft Communications

Making Your Workflows Work For You - Crafting Workflows That Create Effeciency And Joy in Your Day

Realize Community - Practice Management Ask Me Anything

Choosing Practice Management software is such a big decision for you as a firm owner and there are so many tools to choose from.

Jason Staats is hosting a Practice Management Ask Me Anything session.

The panellists are his Advisors In Residence*, with expertise using tools like Canopy, Financial Cents, Karbon, Keeper and TaxDome.

Jason is going to be asking us about everything - from features to support, onboarding, client/team adoption, and whatever else you want to pop in here.

Please join us for this special Realize meetup, where we can pick the group's brain for an hour.

• What is each PM tool best at right now?

• What are they not great at right now?

• What new stuff are you most excited about?

• How is the onboarding process?

• How has adoption been with clients and team members?

• Client portal wins and woes?

This session will be recorded *and run as a live stream inside the community.** So simply come to this event page to join the fun (no Zoom links).

*Realize members have the opportunity to book a 50-minute session with each of his advisors once/quarter as part of your membership fee - super valuable perk.

**This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Get Schuff Done Workshops; Building Slide Decks To Craft Communications

Five workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.

Workshop Two - Slide deck building for communicating

Let’s build some beautiful communications together. Engaging communications create engaging relations; slide decks (Google Slides, Microsoft PPT…) are a powerful yet simple medium to craft your communications.

We will run through how to build communications to create harmonious relationships. From client collaboration guides to employee handbooks to firm standard operating process manuals, strong slide decks create enagaging mediums for you and your audience to share and collaborate.

This session will explore the necessary elements of great slide deck communications - how to leverage the features of slide decks to create brand consistency, readability and engagement. We will build the base elements of a client collaboration guide in Google Slides and Microsoft PPT.

Just because it’s simple does not mean it’s easy!

It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.

So commit! Join us! Let’s get schtuff done!

These live sessions will be recorded, and workshop materials will be downloaded and referred to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Upcoming Workshops

Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications

Tuesday, May 14, 2024 - Implementing A Password Manager App

Thursday, July 11, 2024 - Optimizing Chrome Browser

Past Workshop - resource materials available in Realize

Tuesday, March 19, 2024 - Form building workshop

Get Schuff Done Workshops: Form Building For Seamless Information Sharing

Four workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.

Tuesday, March 19, 2024 - Form building

Let’s build some beautiful forms together. Engaging forms create engaging relations and are often the first point of contact - and first impressions matter.

We will run through how to craft forms to create harmonious relationships and manage boundaries. From vetting to information gathering to surveying, strong forms create seamless ways for you and your audience to share and collaborate.

This session will explore the necessary elements of great forms, features to look for in form-building apps and how to leverage them, and we will build a client survey form in Google Forms (Google forms can be imported to almost every form app).

Just because it’s simple does not mean it’s easy!

It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.

So commit! Join us! Let’s get schtuff done!

These live sessions will not be recorded due to the sensitivity of some sharing (and caring) that will happen. But there will be workshop materials to download and refer to.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

Upcoming Workshops

Wednesday, April 24th, 2024 - Building Slide Decks To Craft Communications.

Tuesday, May 14, 2024 -  Implementing A Password Manager App

Tuesday, June 11th, 2024 - Implementing/Improving An Online Scheduler