Is tax season running you, or are you running it? If you’re an accounting professional feeling overwhelmed by manual processes, scattered workflows, and endless stress, it’s time to make a change.

I’m Nick Boscia, CPA, EA, and I’m excited to welcome you to the Tax Season Workflow Email Course, brought to you in partnership with Financial Cents.

When I joined my family’s accounting firm in 2013, we were drowning in paper and outdated processes. Over time, I helped modernize our workflows, transforming chaos into clarity. Now, I’m sharing the exact strategies I’ve used to streamline operations, improve efficiency, and scale smarter—all while finding balance in the profession.

Over five days, you’ll learn actionable steps to build workflows that save time, reduce stress, and set you up for success this tax season and beyond.

What You’ll Learn

Day 1: From Chaos to Clarity

I’ll share how I transformed my own tax season by streamlining workflows and embracing tech-forward solutions—and how you can do the same.

Highlights:

  • My journey from overwhelmed to organized.
  • Key mindset shifts for taming your tax season.
  • A sneak peek at what’s ahead in the course.

Day 2: Mapping Workflows Made Simple

Discover how to map out your workflows in just minutes, creating clarity for your team and improving collaboration across the board.

Highlights:

  • The easiest way to document workflows.
  • Tips for identifying and fixing bottlenecks.
  • How clarity leads to better teamwork.

Day 3: Walkthrough Videos = Workflow Game-Changer

Learn how to create simple walkthrough videos that make it easy for your team to follow workflows and stay consistent during tax season.

Highlights:

  • Why walkthrough videos save time and reduce errors.
  • Tools and tips for creating your first video.
  • Real-world examples of video workflows in action.

Day 4: Adding Key Details for Seamless Workflows

Details matter! Learn how to enhance your workflows with links, resources, and step-by-step instructions that make tax season run like clockwork.

Highlights:

  • The power of adding context to your workflows.
  • How to eliminate confusion with built-in resources.
  • Tips for improving team productivity.

Day 5: Scale Smarter with the Right Workflow Tools

Wrap up the course by learning how to implement the workflow tools your firm needs to stay efficient and scalable this tax season—and for years to come.

Highlights:

  • My favorite tools for managing tax season.
  • Best practices for integrating new software.
  • How Financial Cents can help your firm thrive.

Why Join This Course?

Expert Insights
Nick Boscia, CPA, EA, brings years of experience in modernizing workflows, leveraging technology, and achieving work-life balance.

Actionable Steps
No fluff—just practical strategies you can implement immediately to make this tax season your best yet.

Tailored for Accounting Professionals
Whether you’re a solo practitioner or running a team, this course is designed to help you streamline processes, improve collaboration, and reduce tax season stress.

Completely Free
This 5-day course is 100% free. It’s our way of helping you prepare for your most successful tax season ever.

Ready to Tame Your Tax Season?

Don’t let outdated workflows slow you down. Join Nick Boscia for this free 5-day email course and learn how to streamline your processes, reduce stress, and scale smarter.

image of Nick Boscia