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Financial Cents WorkflowCon 2024


  • https://workflowcon.com/ (map)

Financial Cents WorkflowCon 2024

A first-of-its-kind conference focused on helping you streamline and maximize your accounting workflows to get work done.

What can you expect?

  • This year's WorkflowCon theme is about helping you:

  • Remove yourself from the day to day routine to stop being the bottleneck in your firm.

  • Systematize your firm so it can run without you, giving you the freedom to focus on scaling.

  • Standardize your processes to empower employees and improve client satisfaction.

  • Scale your firm (whatever that means for you hiring new staff, preparing for an acquisition, working only 10 hours a week and traveling, or hitting $1m in revenue).

And learn from a stellar speaker line-up!

Including my sessions:

On October 22nd, at 3:00 - 3:30 Eastern, I will do a Workflow Roast with Roman Villard, CPA. We will be giving real-time feedback on firm’s processes and workflows.

Oct 23rd, 12:20 - 1:00 Eastern, I am doing Standardize to Optimize: The Benefits of a Streamlined Tech Stack.

Are you struggling with fragmented systems and disjointed workflows? In today's dynamic digital environment, a standardized tech stack is no longer a luxury; it’s a necessity. Businesses that adopt standardized technologies experience improved efficiency, enhanced collaboration, and significant cost savings.
Join me as we walk through the benefits of standardization:

  • The core components and structure of a standardized tech stack

  • How standardization reduces redundancy and streamlines operations

  • How to eliminate bottlenecks and improve workflow efficiency

  • The financial advantages of a standardized tech stack

  • How a unified tech stack fosters better consistency and collaboration across teams

Don’t miss this session on the importance of standardizing your tech stack and how it can transform your business.


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October 15

Insightful Accountant Presents: Practice Management Apps - Internal Use and Client-Facing

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October 22

Creating a Great Presentation: Marketing, Sales, and Speaking Engagements Slide Decks