A three part Webinar Series

What you will learn

Creating Your Ideal Client Profile

Defining the elements of an Ideal Client Profile.
Identifying how an Ideal Client Profile creates effectiveness for your workflows.
Defining how an Ideal Client Profile will guide you in creating your Ideal Tech Stack
You will receive an Ideal Client Profile Worksheet, and we will work through it together.

watch Recording

Creating an Ideal Tech Stack

Defining the elements of an Ideal Tech Stack.
Defining how an Ideal Client Profile will guide you in creating your Ideal Tech Stack.
You will receive an Ideal Tech Stack Worksheet, and we will work through it together.

Watch Recording

Creating Ideal Workflows and Systems

Defining the elements of a workflow.
Defining how an Ideal Client Profile will guide you in creating your Ideal Workflows.
Creating workflows in Financial Cents.
You will receive an Ideal Workflow Worksheet, and we will work through it together

Watch Recording

The Hosts

Kellie is a relentless organizer and believes cloud financial technology is key to organization. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients. She now spends much of her day educating accounting firms and SMBs, but loves keeping her head firmly in her bookkeeping clients’ day to day accounting needs as well.

Shahram Zarshenas spends his time helping accountants get visibility across their firm to prevent things from falling through the cracks. Prior to Financial Cents, he founded an investment banking firm that helped software companies scale and exit their business.