Financial Cents Workflow Challenge
Join me and Dawn Brolin, CPA, on a 3-day Workflow Challenge to get on top of your workflow as the year begins and tax season approaches.
You have the expertise to help your clients keep their finances on track, identify risks, optimize tax savings, and much more but you’re worried that you don’t have enough time in the day to get everything done.
You don’t know the status of half your client’s work and your firm is always in a race against deadlines.
Everything is all over the place - client updates in your notebook or sticky notes, different client documents in Dropbox and Google Drive and your staff’s computer download files.
Tax season is characterized by sleepless nights and spending little to no time with your family.
You know it shouldn’t be this way, and you want things to change.
The first step is to set up the right systems in place and systematize your workflow.