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WorkflowCon 2025: Clear the Chaos. Find Your Calm.
WorkflowCon 2025 brought together experts, practitioners, and innovators for two days of practical strategies, real firm examples, and future ready tools.
From AI to team culture to sustainable growth, these sessions were designed to help you clear the chaos and build a firm that runs with clarity and confidence. Whether you are catching up or revisiting your favorite sessions, you will find everything you need right here.
Day 1 Keynote: From Chaos to Clarity
Kenji Kuramoto shares the real story behind scaling Acuity, unpacking hard lessons from rapid growth, misaligned systems, and layoffs, and how clarity finally came by building structure that matched firm culture and values.
Day 01 Overview
Start your WorkflowCon experience with energy and a focus on peace over pressure. Day 1 opens with connection time, a welcome from Shahram, and a keynote built to help you grow without losing your sense of calm. You will explore capacity planning, client boundaries, reporting workflows, and the systems that keep firms running smoothly.Between sessions, recharge with wellness activities, visit interactive booths, and join our live trivia game for a chance to win prizes. The day ends with the Workflow Showdown, a fun and thoughtful showcase of real firm challenges and real solutions.
Opening the Flow: Welcome to WORKFLOWCON 2025!
Yuri and Sharam Zarshanas kick off WorkflowCon 2025, setting the stage for two days of workflow insights, CPE, and firm growth strategies.
Numbers to Narrative: Josh Aharonoff’s Blueprint for Transforming Financial Reporting in the Age of AI
Josh Aharonoff from Mighty Digits discusses transforming monthly reporting for accounting firms.
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Smarter Capacity Planning for Growing Firms
Tonya Schulte, Alexis Sadler, and Chayton Farlee share why protecting team capacity, not just billable hours, drives sustainable firm growth.
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Boundaries Clients Respect
Dawn Brolin shares a practical framework for setting client boundaries, protecting scope, and keeping your firm’s time, team, and sanity intact.
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Simplifying Your 1040 Tax Return Process with Financial Cents
Steven Moos walks through his end-to-end 1040 tax workflow, showing how a solo firm manages volume, communication, and accountability with Financial Cents.
Financial Cents’s Month End Close Release + Roadmap Vision
The Financial Cents team previews the next 12 months of product updates, highlighting major workflow automation and quality-of-life improvements.
The Calm Corner: Virtual Wellness Nook (Sound bath)
Danielle Hall leads a calming sound bath meditation, guiding attendees through breathwork, relaxation, and mindfulness to reset after a busy day.
Who Wants to Be an Accounting Millionaire – Day 1
Drew Carrick hosts the first live “Who Wants to Be an Accounting Millionaire,” testing global accounting trivia in a fun, high-energy game show.
AI in Review: What’s Now & What’s Next
Chad Davis breaks down the latest AI and automation updates, explaining what new tools from OpenAI, Microsoft, and others mean for accounting firms.
Workflows That Work: Standardization + KPIs for Firm Success
Erica Goode challenges firms to define success first, then choose KPIs that align with real workflows, profitability, and sustainable growth.
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When Accuracy Is Enough
Roman Villard challenges perfectionism in accounting and shares a blueprint for shifting from reconciliation to value-driven CAS advisory.
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Client Portal Training: Simplify Client Collaboration in Financial Cents
Anthony walks through Financial Cents’ client portal, showing how firms streamline collaboration, automate requests, and reduce admin work.
Building a Five-Star Culture for Remote and Hybrid Teams
Nancy McClelland shares how to build a five-star remote culture through trust, clear expectations, accountability, and intentional team rituals.
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Stop the Leak: Plugging Revenue Gaps in Your Firm
Ron Baker outlines a value-based pricing roadmap, showing firms how to move beyond hourly rates and eliminate scope creep.
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Automating Onboarding for a Seamless Client Experience
Joelle Kindret shares a 4-step framework for building scalable, stress-free client onboarding that creates capacity and stronger client relationships.
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Day 2 Keynote: Winning and Learning
Burnout expert Lauren Baptiste reveals how setbacks become stepping stones for sustainable success. Discover a resilience strategy that brings both calm and confidence to your leadership.
To learn more about Lauren Baptiste and her firm, Acheloa Wellness, visit AcheloaWellness.com
Day 2 Overview
Return for a day filled with resilience, modern tools, and scalable approaches. Day 2 opens with time to reconnect and center yourself, followed by a keynote on leading with calm in a high pressure profession.You will explore client advocacy, standardization, communication, automation, revenue expansion, and leadership development. Enjoy moments of pause in the Wellness Nook, visit our virtual booths, and take part in guided networking that turns quick conversations into lasting connections.
Welcome Back & Setting the Day’s Flow
Yuri and the Financial Cents team open day two of WorkflowCon 2025 with games, giveaways, and a look at what’s ahead for firm workflow success.
Contractor Chaos: Security Workflows for Temporary & Outsourced Staff
Jatin Doran outlines a practical framework for securing contractors, helping firms protect client data during onboarding, access, and offboarding.
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Panel: Turning Clients into Advocates
Kelly Rohrs and Peter Piluk share practical strategies for building strong client relationships, clear boundaries, and turning clients into advocates.
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The Client-Ready Financial Audit—From PBC to Opinion (Using Financial Cents)
Jennifer Robinson walks through her firm’s audit workflow, showing how Financial Cents helps streamline every phase from kickoff to final reporting.
Standardizing Processes Across the Firm
Justine Lackey shares her four-F framework for building and maintaining SOPs that support scalable, well-run accounting firms.
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Ask Us Anything: Live Q&A with Shahram & Abdullah
Financial Cents cofounders Shahram and Abdullah answer live questions on the product roadmap, AI features, and upcoming workflow improvements.
The Calm Corner: Virtual Wellness Nook (Guided Meditation)
Jessica leads a guided meditation session, combining breathwork, mindfulness, and self-inquiry to help participants reset and reconnect.
Who Wants to Be an Accounting Millionaire Live
Drew Carrick hosts a high-energy accounting trivia game show, testing famous accountants and pop-culture facts in a fun WorkflowCon showdown.
Q&A: Smarter Client Communication with AI
Jason Staats explores practical AI workflows for accounting firms, showing how better communication, training, and automation drive efficiency.
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Driving Change Through Effective Communication
Tamera Loerzel breaks down how to lead change through clear communication, helping firms reduce resistance and drive adoption.
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How to Launch and Scale a CFO Advisory Service That Clients Pay For
Adam Lean breaks down how firms can launch and scale CFO advisory services to boost revenue, value, and recurring monthly income.
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Billing Training: Get Paid Faster with Financial Cents
Anthony walks through Financial Cents’ billing tools, showing how firms invoice, collect payments, and improve cash flow with automation.
Bring Calm to Year-End Reviews with Financial Cents
Malia White shares how structured year-end workflows in Financial Cents helped her firm hit earlier deadlines and create calmer, more predictable close processes.
Coaching Your Team for Leadership
Tony shares coaching strategies for accounting leaders, breaking down how to develop teams using the skill-will matrix and smarter delegation.
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Custom Automations That Save 10+ Hours per Week
Isaac Perdomo shares real-world automation use cases, showing how accounting firms can save time, reduce errors, and scale with custom workflows.
Intentional Client Design: Aligning Services with Joy and Growth
Andrea MacDonald shares how redesigning her client base helped transform an overwhelmed practice into a more profitable, joyful firm.
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The Workflow Showdown – Winner Announcement
WorkflowCon hosts announce the winner of the Mexico trip contest, showcasing standout Financial Cents workflows and celebrating creative firm processes.
The WorkflowCon 2025 After Party!!!
Yuri closes WorkflowCon 2025 with thanks, special offers, and a virtual dance party celebrating two days of learning and community.
Explore 2025 Tracks:
Team Track
Strategies for culture, leadership, and tools to build a thriving, sustainable team.
Explore Track
Client Track
Proven ways to set boundaries, strengthen trust, and make client relationships more profitable.
Explore Track
Workflow Track
Eliminate bottlenecks and create processes that drive clarity and efficiency.
Explore Track
NextGen Track
AI, automation, and smart tech to free your time and reduce stress.
Explore Track
Revenue Track
Grow strategically and profitably, without losing control of margins or sanity.
Explore Track
Workflow Champions LIVE
See Financial Cents in action as firms share the workflows, templates, and lessons driving their success, so you can make them your own.
Explore Track
Financial Cents Track
Unlock the full potential of Financial Cents. Master advanced features and best practices to streamline your operations, achieving maximum efficiency and clarity.
Explore Track
The Workflow Template Showdown
See real firms share their most effective workflow templates in a fast, practical session. The top five finalists presented live at WorkflowCon 2025, and one winner earned a full trip to Mexico with flights, resort stay, transport, and credit included.Watch how different teams structure their processes, remove bottlenecks, and create templates you can adapt right away. It is an inspiring way to discover new ideas and improve the way your firm works. 🏆 Get Mélyssa’s Winning Template
Want to sponsor WorkflowCon next year?
Interested in partnering with us for the upcoming edition? Get in touch and we’ll share all the opportunities available.What attendees said ❤️
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