Workflow LIVE logo white
Live webinar, Tue, July 21 @ 12PM-12:45 PM

How I Close the Books w/ Jenna Lee Dillon

Jenna Lee screenshares her actual Financial Cents account and walks through her exact month-end close workflow, step by step.

You’ll walk away with:

note svgrepo com
A real-world look at how a firm structures month-end close inside FC — templates, task sequencing, automations, and all
pencil svgrepo com
Get a personalized action plan. Not generic advice — specific next steps based on your firm size and pattern.
magnifying glass svgrepo com
The specialist before-and-after: how much time she saved and what changed
bulb outline svgrepo com
Practical tips you can apply to your own close process right away

Register free

About the session

No slides, no scripted demo—just a real practitioner showing how she structures close tasks, assigns work across his team, tracks progress across clients, and uses automations to make sure nothing falls through the cracks.

Jenna will share an honest look at what month-end close used to look like (the spreadsheets, the scrambling, the missed deadlines) and how it works now. Nick from Financial Cents hosts and moderates live Q&A throughout. Bring your questions!

Whether you’re exploring Financial Cents or already using it and want to tighten up your month-end workflow, this one’s worth an hour.

Jenna Lee Dillon

Lindsey Denson
CEO, Gutsy Money

About Jenna

Jenna Lee helps bookkeeping firm owners build scalable operations so they can grow their firms without getting stuck in day-to-day work. Through her work at Gutsy Money, she teaches firm owners how to document processes, empower their teams, and create systems that support long-term growth.

Ready to take the next step?