SOLO
WORKFLOW
BOOTCAMP
Calling all solo accounting and bookkeeping firm owners!
Join this hands-on boot camp to document your firm's processes and create your workflow in real time.
📍 Virtual Event
📆 August 27, 2024
🕒 1 pm - 3:15 pm EST
Solos, are you tired of juggling tasks without a clear system in place? Do you struggle to document your processes and build efficient workflows? It’s time to transform the way you work.
Join Nayo Carter-Gray, EA, for an exclusive hands-on Boot Camp designed just for you!
In this interactive BootCamp, you won’t just learn about workflows – you’ll build them in real-time, tailored to your firm’s unique needs. This is your chance to get your processes organized, reduce stress, and boost your efficiency with expert guidance every step of the way.
- Step-by-Step Guidance: Nayo Carter-Gray will walk you through documenting your firm's processes and creating workflows that work.
- Interactive Sessions: Engage in real-time exercises, group discussions, and Q&A sessions to ensure you leave with actionable results.
- Personalized Support: Get direct feedback on your workflows and processes from an industry expert.
- Practical Tools: Gain access to templates, checklists, and resources that you can implement immediately.
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1: 00 pm EST (1:30h)
Build out your workflow live with Nayo!
Cameras on! Join Nayo Carter-Gray, EA, for an exclusive hands-on, instructor-led session just for you! Building out your processes together in real-time, Nayo will show you how to outline your steps in the simplest way so you don't get overwhelmed. She'll also provide feedback and answer your questions.
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02.30PM EST (15 MIN)
Workflow Speed Networking
Match & converse one-on-one with other solos like you, swap workflows and learn from each other. Ask questions, get support, and make new friends!
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02:45pm EST (30 MIN)
Everything You Need to Know About Financial Cents' New Solo Plan
Financial Cents has a new solo plan! Join this session to learn everything you need to know about the plan - cost, features, and everything in between. This will be a live demo and Q/A.
Nayo Carter-Gray EA
Founder, 1st Step Accounting
Nayo has garnered over 25 years of tax and accounting experience both in the public and private sector, a certified “techie”, she wanted to help save the planet so she decided that a virtual, paperless accounting practice would be the most efficient way, along with recycling. With this practice she gets to explore cloud-based solutions that make running a small business possible from anywhere you can connect to the internet.
She is licensed by the US Treasury as an Enrolled Agent, a QuickBooks Online Advanced Certified Proadvisor, a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.
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.
