Running Lean and Loving It: Operations, Tech & the Art of Doing More with Less
This session is about the systems, tools, and mindset shifts that let small teams operate like something much bigger.
Register free
Hear from firm owners on
What a typical week looks like operationally — and how long it took to get there
The one tool or process change that had the single biggest impact on their capacity
How they protect their own time while running a client-facing business
What they’d automate first if they were starting over today
The people in the room
Five firm owners who don’t sound like consultants. Honest about what worked, what didn’t, and what they’d do differently. Moderated by a CPA who’s been in the trenches with them.
Shahram Zarshenas
CEO
Financial Cents
Angela Jenkins
Owner
Mindfull Money Matters
M. Kate Helle
Owner
Scaled Accounting Solutions
Christine Salvatore
Bookkeeper
InLine Management
Dave Kersting
CEO
Capovario
The Proudly Small Sessions
Four weeks. Four conversations. Just the conversations small firm owners can’t get anywhere else. Register for the others while you’re here.
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Charge What You’re Worth and Keep Clients: Pricing, Positioning & Onboarding
How you price signals your value. How you onboard proves it. Real firm owners on charging confidently and turning new clients into long-term ones.
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How We Got Our Name Out There: Marketing for Firms That Hate Marketing
How you price signals your value. How you onboard proves it. Real firm owners on charging confidently and turning new clients into long-term ones.
Panelists: aNGELA Jenkins, M. Kate Helle, Christine Salvatore Sign up
Running Lean and Loving It: Operations, Tech & the Art of Doing More with Less
How you price signals your value. How you onboard proves it. Real firm owners on charging confidently and turning new clients into long-term ones.
Panelists: aNGELA Jenkins, m. Kate Helle, Christine Salvatore
Proudly Small isn’t just a webinar series. It’s a magazine, a documentary, and a Wall of every small firm that chose independence. Your firm belongs on it. It takes 30 seconds.
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