Bookkeeping Workflow Summit

Four sessions. One goal: Help you build a centralized, system-led firm that runs with clarity.

Missed it live or want to revisit the sessions? Watch the full replay of the Bookkeeping Workflow Summit and learn how to eliminate bottlenecks, centralize your workflows, and give your team the clarity to execute with confidence.

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This free, four-session event was designed to help bookkeeping and accounting firms move away from scattered systems and into a single, streamlined workflow.

Watch the Replays:

Why Your Firm Isn’t Centralized: Identifying the Root Cause of Your Scattered Systems

Roman Villard, CPA — Founder, Full Send Accounting

Why does your firm still feel scattered, even with a talented team behind you? Roman dives into the “Patchwork Reality” many small firms face — why your tools don’t talk to each other, and how your role as the “Human Connector” is keeping your systems stuck in your head. Using a live assessment framework, you’ll identify exactly where your efforts are being duplicated and get a clear diagnosis of your firm’s current operational patterns.

What you’ll learn:

Why patchwork systems create invisible bottlenecks
How to assess your firm’s current operational patterns
The first steps to moving knowledge out of your head and into a system

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How to Stop Being Your Firm’s Bottleneck: A 3-Step Program for Your Systems

Ryan Lazanis, CPA — Founder, Future Firm

Ryan breaks down the three core reasons bottlenecks persist in small firms and provides the blueprint to dissolve them for good. You’ll learn how to move from being the “Human Hub” to leading a System-Led Firm — where your team has the clarity and tools to move work forward without needing you to bridge every gap.

What you’ll learn:

The 3 root causes of bottlenecks in small firms
How to transition from Human Hub to System-Led Firm
Practical steps your team can follow without constant check-ins

Fixing the Friction: Designing Workflows for a Patchwork-Free Firm

Kellie Parks, CPB, FCPB — Owner, Calmwaters Accounting

The secret to a firm that runs smoothly is a system that everyone speaks fluently. Kellie walks you through the “Core 5” repeatable workflows designed specifically for small teams — so you can move the knowledge out of your head and into a centralized blueprint that gives your team the clarity to work independently.

What you’ll learn:

The “Core 5” workflows every small firm needs
How to document processes so your team can execute without you
What a patchwork-free firm actually looks like in practice

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Fixing the Friction: Designing Workflows for a Patchwork-Free Firm

George Abdelmessih, Head of Sales, Financial Cents
Greg Scholten, President, On Track

Standardize your most critical recurring deliverable. George and Greg show you how to build Month-End Close workflows directly into your daily operations — so you can see real-time progress without chasing updates, and your team knows exactly what’s expected at every stage.

What you’ll learn:

How to embed the Month-End Close into your daily workflow rhythm
How to create real-time visibility without manual status updates
The system structure that makes your close predictable every month

What attendees said ❤️

Loved the presentation”

Ryan Lazanis, Founder, Future Firm, was very well prepared and has obviously been doing this for a very long time. I appreciate the resources, the shared information and experiences. Implementation of this concept still seems out of reach and time consuming to implement especially when already being stretched. Still, grateful for the share from someone who has obviously experienced this first hand.”

Very easy to follow and very practical!”

All of this was great information. As someone just getting started if ws very helpful.”

Great content with excellent slides”

It was nice to know that there is a good way to extend services. My initial plan was to get enough clients to make a nice living and work them myself. I never thought about it on a bigger scale”

I really loved the insight on pricing, however the I’d like to have more information on delegation for a single owner firm. For example, virtual assistants, partial COOs etc”

On complete overwhelm with all the incredible information provided – never thought to use Financial Cents in the manner that Kellie does – have so many new ideas!”

Very easy to follow and very practical!”

I think Ryan defined the problem and answered the question really well. I’m glad he has time for Q&R at the end of the session.”

The entire session was very informative. I really appreciate the slides showing examples and helpful resources.”

Excellent content
Great presentation – easy to follow
Perfectly timed and not rushed.”

Kellie is absolutely invaluable. The practicality of talking with a real firm owner that actually USES financial cents has opened up a whole new world for me in terms of thinking about workflows. I’ve been overthinking many of these things for a long time.”

Great overview of the steps to take – felt actionable”

Enjoyed the session a lot. Three tier pricing, delegation, how owners get in their own way – all good info.”

I liked seeing the survey results and realizing where I fit in.”

I think Ryan defined the problem and answered the question really well. I’m glad he has time for Q&R at the end of the session.”

The entire session was very informative. I really appreciate the slides showing examples and helpful resources.”

Excellent content
Great presentation – easy to follow
Perfectly timed and not rushed.”

I am newbie. No clients, just beginning. Good information to keep in mind.”

Kellie’s sessions are always jam packed. Loved it! Full of valuable take-aways!”

Love the pricing discussion and optimizing client portfolio!”

It was pretty informative, definitely walking away with a lot of new information!”

Everything worked well! you learn more than you plan to on these events.”

This should be a whole afternoon session.”

Like the persona and tool suggestions to address some of these in an effective way.”

I loved seeing the data. It made me realize I’m not alone in this and so many others business are struggling like me. It also opened my eyes to where I really need to target my efforts.”