Processes and Technology Will Set You Free From Your Firm
February 25 at 1PM EST
Whatever freedom means to you—retiring hassle-free, scaling your team, selling your firm, or simply working less—processes and technology will lead you there.
📍 Virtual Event
📆 February 25 at 1PM EST
❌The Problem:
Feeling shackled to your firm?
Whether you’re overwhelmed with daily operations, struggling to scale, or unsure how to plan for retirement, the lack of documented processes and efficient technology can keep you stuck in the grind.
Without the right systems in place, you’re constantly putting out fires, unable to delegate effectively, and missing out on growth opportunities. This not only limits your business potential but also impacts your personal freedom and peace of mind.
✅The Solution:
In this webinar, Kellie Parks, CPB, will show you how to document your processes from scratch, leverage the right technology, and build a business that supports your goals—whether that’s selling your firm, bringing on a partner, or simply having more time for yourself.
You'll also see a live demo of Financial Cents, showcasing how practice management software acts as the central hub to organize, collaborate, and truly free yourself from the day-to-day grind.
✅ Freedom to Choose Your Path: Whether it's retiring, scaling, or co-firming, processes and tech pave the way.
✅ Document Your Processes with Ease: Learn how to start from scratch or use existing templates and tools.
✅ Tech That Works for You: Discover the essential tools—with practice management software at the core—to streamline your firm.
Now:
❌ Overwhelmed and tied to daily operations
❌ Limited ability to delegate or scale
❌ No clear path for retirement, selling, or growth
After the Webinar:
✅ Confident in documenting and optimizing your processes
✅ Equipped with the right tools to automate and delegate
✅ Clear strategy to achieve whatever freedom means to you
Meet Kellie Parks, CPB
Kellie is a Certified Professional Bookkeeper and process automation expert, passionate about helping accounting professionals build efficient, scalable firms. She’ll guide you through the strategies and tools that can transform your firm into a business that supports your life, not controls it.
About Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
