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Financial Cents Workflow Workshop: Client Onboarding & Disengagement

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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.


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Accountex Toronto

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January 14

Insightful Accountant Presents: Discovery and Onboarding, Re-engagement and Dis-engagement Tech