Proudly Small Series
Small firms run lean, serve hard, and often feel invisible in an industry that celebrates the Big 4. Over four weeks, we’re handing the mic to the people running the firms that keep the small business economy moving.
No slides. No demos. No product pitches. Just honest, unfiltered conversations small firm owners can’t get anywhere else — and a single signup that gets you into all four.
Register for the series
Four topics every small firm owner has opinions on
Each session is its own moderated, candid panel — one signup gets you into all four, plus the recordings. Built for firm owners running solo, with a partner, or with a team of twenty.
02. Tax season & small change.
The incremental shifts firm owners made between tax seasons that actually moved the needle — and how to run a post-season debrief that leads to action.
02. Pricing & onboarding.
Charging confidently, moving away from hourly, and turning a yes into a long-term client relationship through onboarding done well.
03. Marketing your firm.
Charging confidently, moving away from hourly, and turning a yes into a long-term client relationship through onboarding done well.
04. Operations & tech.
Charging confidently, moving away from hourly, and turning a yes into a long-term client relationship through onboarding done well.
The people in the room
Five firm owners who don’t sound like consultants. Honest about what worked, what didn’t, and what they’d do differently. Moderated by a CPA who’s been in the trenches with them.
Dawn Brolin
Certified Public Accountant
Powerful Accounting Inc.
Ron Baker
Co-Founder
Threshold
Shahram Zarshenas
CEO
Financial Cents
Charlotte Hannington
Marketing & Operational Director
The Designated Motivator
Angela Jenkins
Owner
Mindfull Money Matters
Christine Salvatore
Bookkeeper
InLine Management
M. Kate Helle
Owner
Scaled Accounting Solutions
Laraine Hutcherson
CEO
Strength In Numbers Co.
Dave Kersting
CEO
Capovario
The Proudly Small Sessions
Four weeks. Four conversations. Sixty minutes each. Just the conversations small firm owners can’t get anywhere else.
Small Change, Big Impact
Tax season is the crucible of every small firm — and most owners already know what went wrong. This session is about the small shifts that made the biggest difference.
Moderator: Dawn Brolin
Panelists: Angela Jenkins, Christine Salvatore, M. Kate Helle and Laraine Hutcherson
Charge What You’re Worth and Keep Clients: Pricing, Positioning & Onboarding
How you onboard proves it. Real firm owners on charging confidently and turning new clients into long-term ones.
Moderator: Ron Baker
Panelists: Angela Jenkins, Christine Salvatore
How We Got Our Name Out There: Marketing for Firms That Hate Marketing.
Most small firm owners became accountants, not marketers. How real firms built their reputation, filled their pipeline, and grew their brand without a marketing team.
Moderator: Charlotte Hanington
Panelists: Angela Jenkins, M. Kate Helle, Christine Salvatore
Running Lean and Loving It: Operations, Tech & the Art of Doing More with Less
Small firms don’t have operations teams or IT departments. This session is about the systems, tools, and mindset shifts that let small teams operate like something much bigger.
Moderator: Shahram Zarshenas
Panelists: Angela Jenkins, M. Kate Helle, Christine Salvatore
People love Financial Cents’ virtual events, we guarantee you will too ❤️
Proudly Small Webinar Series FAQ
The Proudly Small webinar series is built for owners of small accounting and bookkeeping firms. Whether you’re running solo, with a partner, or leading a team of twenty, these are the conversations your firm needs.
Sessions are hosted on Airmeet, an interactive virtual events platform that’s easy to join from any browser.
Yes. Every session is recorded and sent to you after it airs, so you can revisit the conversations even if you can’t make it live.
Yes. One signup gets you into all four sessions plus the recordings. Register at the top of this page to reserve your spot in the full series.
Proudly Small isn’t just a webinar series. It’s a magazine, a documentary, and a Wall of every small firm that chose independence. Your firm belongs on it. It takes 30 seconds.
#ProudlySmall
Great presentation – easy to follow
Perfectly timed and not rushed.