Financial Cents Presents
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Step into 2025 with optimized workflows and confidence in your firm's processes!
Join three accounting firm owners and workflow pros for 1-hour workflow reset workshops and a group workflow therapy session.
Meet the speakers
Dawn Brolin CPA, CFE
CEO, Powerful Accounting
Nick Boscia CPA, EA
Managing Partner, Boscia & Boscia PC
Kellie Parks CPB
Owner, Calmwaters Cloud Accounting
📍 Virtual Event
📆 Dec 10, 12, 17 and 19 2024
THE ULTIMATE RESET YOU NEED TO TURN INEFFICIENT WORKFLOWS AROUND AND OPTIMIZE YOUR PROCESSES FOR A GRAND 2025.
LED BY FIRM OWNERS LIKE YOU.
Our speakers are firm owners just like you who, through years of experience, learning, and refining, have shaped their workflows for meaningful success. Learn their frameworks, take home their tried-and-true templates, and find support for your workflow challenges in an intimate, group therapy session.
4 INTENTIONAL SESSIONS TO RESET YOUR WORKFLOWS FOR 2025:
3 Workflow Reset Workshops + 1 Therapy Session
Don’t miss this opportunity to reset and refresh your workflows with guidance from top industry leaders.
Whether you join for one session or all four, you’ll leave with actionable insights, downloadable templates, and a clear plan to make 2025 your best year yet.
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📅 Date: December 10, 2024 1PM EST
🗂️ Workshop 1: 2025 Personal & Business Tax Returns Workflow Reset
With Nick Boscia CPA, EA
Start strong with a refined approach to your tax return workflows.This session dives into step-by-step enhancements for managing both personal and business returns. Walk away with actionable strategies and practical templates to streamline your processes for accuracy, efficiency, and consistency throughout next year’s tax season.
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📅 Date: December 12, 2024 12PM EST
⚾Workshop 2: Home Run Tech Stack for 2025: How to Choose & Use Cloud Solutions That Score Big
With Dawn Brolin CPA, CFE
Ready to build a tech stack that’s a home run?Join Dawn for a deep dive into her renowned starting line-up of the top cloud solutions (Financial Cents, Jirav, Bookkeep, Liscio, Ignition, and Smartvault) that power her firm. Discover her strategies for selecting tools, the critical role each tool plays, and how she integrates her tech stack for success that serves her firm’s goals.
Get her “playing field scorecard” to help you identify, strategize, and select tech tools that work together seamlessly to save time and drive results.
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📅 Date: December 17, 2024 1PM EST
🤝Workshop 3: 2025 Client Engagement, Onboarding, and Off-boarding Workflow Reset
With Kellie Parks CPB
Elevate your client experience from the first hello to a warm send-off.
This session covers best practices and new ideas for managing client engagement workflows that foster trust and efficiency. Kellie will walk through onboarding, ongoing relationship management, and off-boarding with templates and tactics to keep every client interaction smooth and professional.
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📅 Date: December 19, 2024 1PM EST
💬 Workflow Therapy
Hosts: Dawn Brolin, Nick Boscia, and Kellie Parks
Wrap up the EOY Workflow Reset series with an intimate therapy session tailored to your unique workflow challenges.
This supportive discussion is a chance to bring your toughest workflow woes to the table. Led by seasoned experts, this session offers solutions, ideas, and encouragement in a judgment-free zone.
Gain valuable insights, share your experiences, and leave feeling ready to tackle 2025 with renewed confidence.
Please Note: To create a truly supportive and interactive environment, everyone’s cameras will be on, and this session will not be recorded.
WHO THE EOY WORKFLOW RESET SERIES IS FOR
Bookkeepers, Accountants, and Tax Pros in the public sector
Whether you specialize in bookkeeping, accounting, or tax preparation, discover strategies, get workflow templates, and identify winning tools tailored to your needs to improve accuracy, save time, and boost client satisfaction.
Start the new year with workflows designed to support success, streamline your tasks, and empower your role!
Firm Owners
Streamline your firm’s processes, set up efficient workflows, and create a foundation for growth and scalability in 2025.
Administrators
Take charge of workflow improvements and client management, ensuring your team’s day-to-day operations run smoothly and effectively.
Curious Employees
Level up your workflow skills, gain insights into industry best practices, and bring new ideas back to your team to enhance overall efficiency.
Nick Boscia CPA, EA
Boscia & Boscia PC
Nick Boscia is a seasoned tax expert with a knack for simplifying complex tax workflows. As a CPA and EA, he has spent years refining processes that help tax professionals manage personal and business returns with precision and efficiency. Nick’s tax workflow reset session will empower you with practical strategies and tem
Dawn Brolin CPA, CFE
Powerful Accounting
Dawn Brolin is not only a CPA and Certified Fraud Examiner but also a tech visionary who knows how to leverage cloud solutions to elevate firm productivity. As the powerhouse behind Powerful Accounting, Dawn is passionate about helping firms build a tech stack that drives efficiency and growth. In her tech lineup session, Dawn will reveal the cloud solutions that make a real impact and share tips for selecting and using tools that keep your firm ahead of the game.
Kellie Parks CPB
Calmwaters Cloud Accounting
Known for her expertise in cloud accounting and her dedication to client experience, Kellie Parks brings a wealth of knowledge to client engagement workflows. As the founder of Calmwaters Cloud Accounting, Kellie specializes in helping firms create smooth, structured processes for onboarding, off-boarding, and disengagement. Her session will guide you through client workflows that foster strong relationships and set your firm up for sustained success.
Each speaker brings unmatched expertise to their session, so you can walk away with insights, strategies, and templates that will set you up for success in 2025.
