WorkflowCon 2023
WorkflowCon 2023 is your on-demand gateway to mastering accounting workflows, automation tools, and scalable firm processes.
This virtual event features expert-led sessions focused on streamlining accounting practice management, improving team efficiency, and leveraging technology to grow your firm. Whether you’re a solo accountant or managing a cloud-based team, these videos offer practical strategies to optimize client onboarding, task tracking, and day-to-day operations for modern accounting success.
Day 1 Workshop Sessions
Features expert-led sessions on streamlining firm operations, building efficient workflows, and setting the foundation for scalable growth.Keynote: Getting workflow management right to scale your firm
Dawn Brolin shares her no-nonsense approach to growing a thriving firm with smart workflows, tech, and accountability.Panel Conversation: Pros & Cons of Workflow Tools for Accountants
In this insightful session, discover how to transform common bookkeeping challenges into streamlined, repeatable processes that drive efficiency and client satisfaction. With practical frameworks and real-world examples, this video delivers actionable takeaways to elevate your standard operating procedures and grow a more consistent, productive practice.
Day 2 Workshop Sessions
Dive into hands-on workshops focused on optimizing workflows, boosting team productivity, and implementing systems to scale your firm.Keynote: Why you should implement end-to-end workflow automation and how to get started
Eric Green shares how to navigate IRS challenges and grow a niche firm that delivers lasting client value.
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