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Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall.

That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk.

At WorkflowCon 2024, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”

Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency.

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You didn’t start your business to work 80 hours a week. 

You didn’t leave your 9-to-5 to be chained to your inbox. So why does growth feel like dragging you away from the life you wanted to build?

If you’ve ever wondered how to grow your business without losing yourself, Keila Hill-Trawick of Little Fish Accounting delivered the blueprint at WorkflowCon 2024. Keila’s approach isn’t about hustle. It’s about intention.

In this episode, you'll explore her seven-step framework, which will help you grow on purpose, design a business that reflects your values, and live a life that actually feels like freedom. 

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Imagine trying to cook a five-star meal in a kitchen crammed with unused cookware, mismatched utensils, and multiple versions of the same pans. 

Would you feel calm, focused, and in control, or overwhelmed and inefficient?

According to Kellie Parks, CPB, Owner of Calmwaters Accounting, that’s exactly how your tech stack can either make or break your accounting or bookkeeping practice. 

At WorkflowCon 2024, she shares battle-tested strategy for building a streamlined, optimized tech stack designed specifically for bookkeepers and accounting professionals.

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The divide between bookkeepers and tax preparers isn’t just frustrating; it’s costly. Miscommunication, duplicated work, and last-minute scrambles waste time and money. 

Worse, they leave small business clients with disorganized books and tax headaches.

If you’ve ever found yourself muttering, "Why didn’t the bookkeeper clean this up?" or "Why does the Tax Pro keep changing my numbers?" this episode is for you.

In this episode,  Nancy McClelland, CPA, founder of The Dancing Accountant, broke down why this disconnect exists and how to fix it. 

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At WorkflowCon 2024, Erica Goode—a CPA, solo firm owner, and productivity strategist—shared a framework that flips the traditional 40-hour workweek. Erica runs a profitable, six-figure accounting firm and works 15 hours a week.

No burnout. No endless to-do lists. No hustle-for-hustle’s-sake.

Her strategy isn’t about shortcuts or working faster. It’s about planning—knowing exactly what to do, when, and why it matters.

This system isn’t reserved for accountants. Whether you’re a freelancer, entrepreneur, or solo business owner juggling client work, admin tasks, and personal responsibilities, her framework applies to you.

Tune in now!

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Scaling your accounting firm requires strategy, structure, and a system that evolves with you.

It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives.

At WorkflowCon 2024, three industry leaders—Megan Comer, Roman Villard, CPA, and Chad Davis, CPA—came together to share their hard-earned insights on frameworks.

They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t).

Grab your headphones and tune in!

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Do big projects leave you feeling stuck?

In this episode of the Accounting Flow Podcast, we’re chatting with Justine Lackey about her easy 3-step framework to make even the biggest tasks feel doable.

She covered how to break projects into smaller steps, stay focused, and get things done without stress. 

Whether you’re managing your business or just trying to organize your day, this episode will give you tools you can use right away.

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Ready to conquer tax season without losing your mind?

In this episode, Roman Villard, CPA, sits with Brenda S. Cannon, CPA, to break down the ultimate workflow for organizing and scheduling tax preparation with clients—without the headaches.

Brenda shares her go-to strategies, tools, and tips for staying on top of appointments, streamlining communication, and keeping things smooth as tax season ramps up. 

What you’ll learn in this episode:
✅ How to create an efficient scheduling process for tax prep
✅ Tools for staying organized
✅ Tips for handling no-shows, reschedules, and client follow-ups

Tune in and make your tax prep scheduling flow this season!

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The Accounting Flow Podcast is bringing the heat this week! 

Host Roman Villard, CPA, welcomes the dynamic duo Dave Kersting and Tonya Schulte to reveal the co-firming hack that’s about to shake up your accounting world. 

We’re talking less chaos, more flow—because who doesn’t want to make firm life easier? 

Whether you're buried in tasks or just trying to keep the lights on, this episode is your ticket to smoother firm operations. T

une in, laugh a little, and get ready to change the way you work!

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Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼

Roman Villard, CPA, will walk you through:

- Why branding matters in the accounting industry (hint: it’s not just about a logo!).
- How to define your firm’s unique value proposition.
- Tips to identify and attract your ideal clients.
- Proven strategies for positioning your firm as the go-to expert in your niche.

Whether you’re just starting out or looking to refresh your firm’s image, this episode is packed with practical advice you can start using today. 

Tune in to learn how to stand out in a crowded market and grow your firm like never before! 🎧✨

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WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. 

October 22 & 23, 2024. 

100% Free and Virtual.

Sign up here: https://workflowcon.com/ 

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