Build a firm that runs without you.
Whether you’re in the room or not.
Bring your whole team — up to 10 per cabin. Or join as a solo camper.
Summer Workflow Camp
What is Summer Workflow Camp?
Four live sessions. Four weeks. One goal: walk away with the systems your firm needs to run without you.
Learn from firm owners and operators who’ve been exactly where you are. They’ll show you the actual workflows, delegation frameworks, and client communication systems that let nothing fall through the cracks—whether they’re in the room or not. You’ll build something real in every session — and leave with templates, checklists, and a workflow library you can use the same week.
Here’s what makes camp different
You do the work live
No passive watching. You’ll build workflows, complete checklists, and stress-test your firm’s readiness in real time.
Your whole team joins
Register as a cabin (up to 10 people) or join solo. Cabins compete on a live leaderboard for real prizes.
Real speakers, real setups
Every session is led by a firm owner showing their actual systems — not theory, not slideware.
The Summer Stress Test
Your cabin picks a real scenario — partner out, client emergency, key person on leave — and builds the full playbook to handle it. Finalists present at Session 4 for a $2,500 team retreat fund.
You leave with everything
Attend all four sessions and walk away with the complete Out of Office workflow template bundle — plus fabulous camp-themed prizes.
The camp schedule
Four Tuesdays. Four sessions. Each one builds on the last.
The Summer Audit
What’s still making you the single point of failure in your firm? Nick leads a live self-assessment where every camper identifies the real gaps in their firm. Live polling surfaces the most common pain points across all cabins. Then the big reveal — The Summer Stress Test — and cabins pick their scenario before the session ends.
Workflow Reset
Building the systems that run without you. Kellie walks through how she personally restructured her own firm’s workflows with a real before/after. You’ll build or update one live workflow during the session — mapped directly to your Stress Test scenario.
Out of Office Ready
The checklist before you step away. Alisa covers delegation structure, second-in-command setup, client communication templates, and OOO protocols — all from lived experience. You’ll complete the OOO checklist live and walk away with the full Out of Office template bundle.
Talent Show + Stress Test Finals
Four weeks of building — this is where it pays off. Finalist cabins present their Stress Test playbooks live and are judged on how well the firm holds together without the owner in the room. The rest of camp gets the mic to share their biggest wins. Final leaderboard drops. Prizes awarded.
The Summer Stress Test
Every session at camp builds toward one thing. Your cabin picks a real scenario and builds the full playbook to handle it.
Announced in Session 1, so cabins have the full four weeks to build toward it. Top three finalist cabins present live at Session 4.
- $2,500 team retreat fund
- $1,000 Financial Cents credit
- The Winner’s Cup
- The Winner’s Cup
- $750 Financial Cents credit
- The Winner’s Cup
- $500 Financial Cents credit
Prizes worth competing for
Cabins and solo campers climb the live leaderboard all summer. Here’s what’s on the table.
Cabin placement
Each member gets a campfire mug + Rumpl blanket. Cabin box: a Solo S’mores Maker + $200 DoorDash gift card.
Each member gets a campfire mug. Cabin box: a Solo S’mores Maker + Classic Stanley Thermos.
First 25 cabins to register: a campfire mug with hot cocoa shipped to your office + 25 bonus points.
Camper placement
Fjallraven Kånken backpack + Classic Stanley Thermos + campfire mug with hot cocoa.
Classic Stanley Thermos + Rumpl blanket + campfire mug with hot cocoa.
Rumpl blanket + campfire mug with hot cocoa.
Badges you’ll earn
Rack these up as you complete challenges through camp.
Camp Ready
Workflow Wizard
Coverage Hero
Client Whisperer
Stress Test Survivor
What you walk away with
- The Out of Office Workflow Template Bundle — monthly close, weekly bookkeeping, new client onboarding, emergency escalation, and more.
- A complete OOO checklist and delegation framework.
- Client communication templates — OOO notifications, response-time expectations, escalation contacts.
- A Summer Stress Test playbook built by your team over four weeks.
- One consistent system your whole team can follow—no chasing tasks across spreadsheets, email, and sticky notes.
- QA checklists, micro-SOPs, and desk-card quick guides.
- Session recordings so your team can revisit anything they missed.
Who should come to camp?
Firm owners who are still the person everything runs through—and want to change that.
Team leads & operations managers tired of being the bottleneck when someone’s out.
Small accounting & bookkeeping firms (2–30 people) running on memory, manual follow-up, and crossed fingers.
Anyone who’s ever come back from vacation to a pile of fires.
How it works
Register your cabin
Sign up your team — up to 10 per cabin, or join solo. First 25 cabins get a campfire mug kit shipped to your office.
Show up on Tuesdays
Four sessions, one hour each, 2:00–3:00 PM ET. Do the work live. Complete challenges for points.
Walk away ready
Leave camp with real workflows, a delegation framework, and the confidence to step back without things falling apart.
Your firm deserves a real summer
Four hours. Real systems. Your whole team.
Free · Tuesdays in July · 2:00–3:00 PM ET
Flying solo? No cabin needed — every solo camper is welcome at every session.
Frequently asked questions
Is this really free?
Yes. All four sessions are 100% free. No credit card. No catch.
What’s a cabin?
A cabin is your team. Register your firm (up to 10 people) as a cabin and compete together on the leaderboard and in the Summer Stress Test. You’ll pick a cabin name in Session 1 and can compete for the Grand Prize in Session 4.
Can I join without a team?
Absolutely. Solo campers earn individual points on the leaderboard and are welcome at every session. You just won’t compete in the Stress Test — that’s a cabin activity.
Do I need to be a Financial Cents customer?
Nope. Camp is open to any small accounting or bookkeeping firm. Some challenges involve building workflows inside Financial Cents, and we’ll give you everything you need to do that — whether you’re a customer or not.
What if I miss a session?
Recordings are available after each session. But you can only earn points — and get the most value — by attending live. The bonus for attending all four sessions is 200 points.
What’s the time commitment?
One hour per week for four weeks (Tuesdays, 2:00–3:00 PM ET). Challenges between sessions are optional but worth bonus points.
What’s the Summer Stress Test?
A cabin competition. You’ll get the details in Session 1. The top three finalist cabins present at Session 4 for a $2,500 team retreat fund — plus more goodies.
Get Started Today