Dyanna Salcedo
CEO, The CFO Project · Moderator
Dyanna brings 20 years of leadership across Wall Street, growth-stage consumer brands and the U.S. Army. She leads The CFO Project, which trains accountants and CPAs to launch CFO Advisory practices.
Free live panel
From firm strategy to execution
Building a more efficient, scalable accounting firm
Your firm is being asked to do more with less while giving clients a better experience. Four companies walk through the whole chain in one hour, from the business decisions at the top to the workflow, automation and compliance work that carries them out.
Hosted by The CFO Project with Financial Cents, GruntWorx and FileForms
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Why this panel
Why does your firm feel busier every year?
Most firms take on new clients faster than they improve how the work gets done. Deadlines live in spreadsheets and inboxes, and your team types numbers off client documents by hand. Entity filings depend on someone remembering them. All of that holds up until you get busy, and then that’s where things slip.
Each of the four panelists covers one of those areas: how you price and plan the work, how you track it, how you cut the manual data entry, and how you keep client entities in good standing. You’ll hear what each one looks like when it runs well and where most firms should start.
More clients won’t help if the work is already slipping.
How the hour runs
One conversation, four handoffs
Each panelist covers one part of running your firm, then hands off to the next.
- 01 · Strategy
Start with the business
Profitability, capacity, pricing and advisory. How to run the firm as a more valuable business.
- 02 · Workflow
Build the workflow
Repeatable processes, deadlines, visibility and accountability, so work stops stalling between people.
- 03 · Prep
Automate the work
Organize source documents and populate 1040s and K-1s without the manual pass.
- 04 · Filing
Stay ahead of compliance
Annual reports, registered agents and foreign qualifications in all 50 states, without new admin work.
The last 15 minutes · Open panel
Save My Seat Then all four panelists take your questions
The panel talks through how your tech stack fits together, where automation stops and your own judgment takes over, and what to fix first. Bring the question your firm is stuck on. Every panelist closes with one thing you can do this month.
What you’ll leave with
Three things to take back to your firm
- Where it slips
A clear view of where your firm loses time and margin
Trace the work from pricing and capacity through to compliance and see which step is holding the rest back.
- How it connects
A picture of how the tools fit together
See how workflow, tax prep automation and entity compliance connect, so work stops falling between systems.
- What to do next
One next step from each panelist
Every speaker closes with one action you can put in place before tax season starts.
Your panel
Who you’ll hear from
Start with the business
Lindsey Denson
Subject Matter Expert, Financial Cents
Lindsey works with accounting firms on the processes behind client work: deadlines, team visibility and accountability from one engagement to the next.
Brian Unger
Senior Technical Representative, GruntWorx
Brian helps firms automate tax prep, from organizing source documents to populating 1040s and K-1s, so teams spend less time on manual entry.
Frank Tumminello
CEO and Co-Founder, FileForms
Frank built FileForms to help firms keep client entities compliant in all 50 states, covering annual reports, registered agents and foreign qualifications.
Go into tax season with a firm that keeps up
Find out where your work slips and what to fix first, and leave with four next steps you can start on right away.
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