The Unified Firm: Scaling Beyond the Patchwork

Wednesday, March, 25th Time: 12:00PM – 16:00 PM CST 100% Virtual Free

Stop managing the “space between tools” and start running an efficient, Review-Ready practice.

For many bookkeeping firm owners, growth feels like a “trap”. As you add more clients and team members, you often find yourself acting as the “Human Workflow”—the manual glue trying to connect a patchwork system of disconnected tools.

The Bookkeeping Workflow Summit is a free, four-session event designed to help you reclaim your time and architect a firm that operates with total clarity. Whether you want to grow to a team of 20 or remain a high-efficiency boutique, this summit provides the blueprint for a practice that doesn’t depend on your constant intervention.

Why Attend?

Most firms hit an operational “ceiling” because their internal expertise is trapped in the owner’s head, leading to a constant cycle of firefighting and manual oversight. Whether you want to grow your team or simply reclaim your time, this summit provides the blueprints to move from a solo-operator mindset to a Unified Firm model.

You’ll learn how to transform your firm into a self-correcting system where the workflow—not the owner—is the standard-setter. This isn’t just about scaling; it’s about building a practice that is “Review-Ready” and efficient enough to run smoothly whether you are at your desk or off the grid.

Register for the Bookkeeping Workflow Summit

The Summit Agenda

The Patchwork Diagnosis 12:00PM – 13:00PM CT Presenter: Roman Villard, CPA, Full Send

Self-diagnose your operational patterns using the Patchwork Personas (The Slack Archaeologist, The Tool Collector, etc.) and recognize how managing disconnected apps is preventing your scale.

How to Break The Bottleneck: 
A 3-Step Program for Firm Owners 13:00PM – 14:00PM CT Presenter: Ryan Lazanis, Future Firm

Learn how to move critical expertise out of your head and into a system that executes without you, transforming your practice from an owner-centric bottleneck into a scalable, Institutional Asset.

Mini-break 14:00PM – 14:15PM

Enjoy a quick mini-break or hop into our virtual networking rooms to meet and mingle with other attendees.

Fixing the Friction: 
Designing Workflows for a
Patchwork-Free Firm 14:15PM – 15:15PM CT Presenter: Kellie Parks, CPB, Cloud Accounting Blog

A master class in building the “Core 5” repeatable, scalable workflows. Move away from perfectionism and toward a single “Standard of Excellence” for every client.

Mastering the Embedded
Month-End Close 15:15PM – 16:15PM CT Presenter: George Abdelmessih, Greg Scholten

Standardize your most critical recurring deliverable. We’ll show you how to build Month-End Close (MEC) workflows directly into your daily operations so you can see real-time progress without chasing updates.