Accounting Workflow Club
Workflow Processes to Build a Profitable FirmJoin a committed community of accountants, bookkeepers, and tax pros who know that continuous workflow improvements lead to a profitable firm.
Elevate your firm’s success with the power of consistent, efficient workflows—are you ready?

The AWC Membership
Gives You Insider Access to
Key workflow strategies, ready-to-use free templates, and invaluable education to streamline your processes. Elevate your firm’s success with the power of consistent, efficient workflows—are you ready?
Workflow
Academy
Newsletter
Every 2 Weeks
Facebook
Community
Biweekly
Accountability Calls
Virtual 2-Day Workflow Conference
50+ Template
Checklists
16+ Hours
On-Demand Education
5 Day Email
Workflow Course
3 Day Workflow
Challenge
2 Primary
Research Reports
1 Firm Workflow
Diagnostic
Accounting Workflow Club
This is the ultimate private club for accountants, bookkeepers, and tax pros ready to discover how better workflows can simplify everything! Here, we don’t just work—we connect, collaborate, and create workflows together. Get ready to spill about what you’re learning in the Academy, ask and answer eachothers workflow questions, and gear up for the full-throttle experience at Workflow CON. This membership is about transforming your workflow game to build a profitable firm.
Build your accounting workflow management skills & get work done
Basic to advanced knowledge, learn everything about building, managing, and optimizing your accounting workflow for peak productivity on the Accounting Workflow Academy.
“On point. Great job keeping all the information simple and organized in a way that is easy to digest.”
Ileana V
WorkflowCON
An exceptional Conference focused on helping you streamline and maximize your accounting workflows to get work done.
100% virtual. All are welcome!
“I saw that I was not alone, but also saw the great options that can help shape up my firm”
Melissa Jean-Baptiste
Get Exactly What You Need
50+ Free Checklist Templates
We equip you with ready-to-use checklist templates to streamline and standardize your processes.
Access NowFacebook Group
Real-time access to 3.6k club members to crowd source questions, chat about the Workflow Academy courses you’re in, and be inspired to build your workflows.
Join HereGet Work Done Newsletter
Down-to-earth insights that cut through the complexities, helping you streamline processes. Delivered to your inbox every 2 weeks.
Scroll Past IssuesAccounting Workflow Academy
Build your accounting workflow management skills for peak productivity with these on-demand expert led courses.
4 hours of Education
Enroll NowWorkflowCon
An exceptional virtual-conference focused on helping you streamline and maximize your accounting workflows to get work done. 2 Days with experts you want to learn from.
Enroll Now5 Day Workflow Course
An email course designed to educate, inspire, and equip you with the tools and knowledge to overhaul your workflows.
Start the CourseCounting on You Call
Tackle a single workflow task in a dedicated 1-hour group work session. This call provides a focused time slot to accomplish tasks you’ve been putting off. Get down to it every 2 weeks.
Get an Invite HereAWC Members Ask:
A peer-led problem solving call. This virtual table-talk style discussion allows you to bring a challenge or a workflow you need to solve. Each month receive feedback, and share advice.
Get an Invite Here3 Day Workflow Challenge
Over 500 members have gone through this 3-day on-demand challenge. Each day Kellie Parks, CPB, and Dawn Brolin, CPA, CFE will take turns showing you how to systematically document your processes and develop your workflow.
Commit to the ChallengeBecome An Accounting Workflow Member Register now!
And we’ll send you the Workflow meter to diagnose what your firm needs to succeed. See where you stand among your peers. And we’ll curate the best Accounting Workflow Resources just for you!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!