Workflow Live: How I Close the Books w/ Jenna Lee
(Webinar On-Demand)
Watch the Webinar
About the Webinar
Jenna Lee screenshares her actual Financial Cents account and walks through her exact month-end close workflow, step by step.
You’ll walk away with:
- A real-world look at how a firm structures month-end close inside FC — templates, task sequencing, automations, and all
- Jenna’s before-and-after: how much time she saved and what changed
- Practical tips you can apply to your own close process right away
About the session
No slides, no scripted demo—just a real practitioner showing how she structures close tasks, assigns work across his team, tracks progress across clients, and uses automations to make sure nothing falls through the cracks.
Jenna will share an honest look at what month-end close used to look like (the spreadsheets, the scrambling, the missed deadlines) and how it works now. Nick from Financial Cents hosts and moderates live Q&A throughout. Bring your questions!
Whether you’re exploring Financial Cents or already using it and want to tighten up your month-end workflow, this one’s worth an hour.
Lindsey Denson
CEO, Gutsy Money
About Jenna
Jenna Lee helps bookkeeping firm owners build scalable operations so they can grow their firms without getting stuck in day-to-day work. Through her work at Gutsy Money, she teaches firm owners how to document processes, empower their teams, and create systems that support long-term growth.
Ready to take the next step?