Financial Cents to Hold Expansive WorkflowCon 2026 for Accounting Firms

Financial Cents to Hold Expansive WorkflowCon 2026



Financial Cents, the provider of practice management software tailored for small and emerging accounting and bookkeeping firms, is thrilled to announce the return of its annual virtual conference, WorkflowCon. Scheduled for November 9-10, 2026, this event promises to be larger and more engaging than ever before, following the impressive feedback received from its inaugural 2025 edition.

What to Expect at WorkflowCon 2026



This year, participants can look forward to a two-day immersive experience that encompasses an extensive program designed specifically for firm owners and their teams throughout North America. With the theme “Focus Is the New Flex,” WorkflowCon 2026 aims to redefine success for small and expanding firms by advocating for a more selective approach to business growth.

During the conference, attendees will benefit from an array of learning opportunities tailored to their needs. The event will feature an impressive roster of four keynote speakers, alongside over 20 industry experts who will lead sessions across five distinct tracks: Workflow, AI, Client, Revenue, and Team. This structure ensures that there is something relevant for every team member.

Keynote Highlights



1. Ethan Kross, PhD - Renowned psychologist and author, will close Day 1 with insights on managing emotions in high-pressure situations.
2. Keila Hill-Trawick, CPA - The founder and CEO of Little Fish Accounting will kick off the event as the opening plenary speaker.
3. Jan Haugo - Co-founder of SmartAccountant.ai, will share expertise on integrating AI into accounting practices.
4. Nicole Davis, CPA - Founder of Conscious Accounting, recognized as a Forbes Top 200 CPA, will inspire attendees with her vision of mindful business operations.

A Closer Look at the Agenda



The sessions at WorkflowCon 2026 promise to engage and challenge participants with practitioner-led discussions that touch on relevant issues such as:
  • - “Would You Fire This Client?” by Al-Nesha Jones, CPA, and Tony Proctor, EA – A candid conversation about client management.
  • - “Pricing Is How You Say No” with Logan Graf, CPA – Insights on client pricing strategies.
  • - “Attract A-Players in 45 Minutes” with Ryan Lazanis, CPA – Best practices for recruiting and retaining top talent.
  • - “The Minimum Viable Operations Manual” led by Justine Lackey – How to streamline operational guidelines.
  • - “Before AI Touches Client Data” – A critical look at ensuring data security with AI tools.

Awards and Recognition



One of the highlights of WorkflowCon will be the Small & Mighty Awards, which will commend exceptional achievements in the accounting and bookkeeping industry across the U.S. and Canada. Winners will be announced live on the second day of the conference, chosen from a pool of 12 finalists by an independent panel of industry practitioners.

The Importance of Joining WorkflowCon



As many firm owners find themselves overwhelmed by competing priorities and the unrealistic demand for expanded services, WorkflowCon seeks to present an alternative perspective. Financial Cents CEO Shahram Zarshenas emphasizes the need for clarity and discipline in driving growth, stating, “The firms we admire didn’t grow by saying yes to everything; they defined their focus and stayed true to it.” The event is not just about learning; it’s about stepping away from daily operations, gaining fresh insights from peers, and returning with a renewed focus on business strategy.

Registration is now open at workflowcon.com, offering free attendance to all interested participants. For those who need to persuade a manager to attend, the conference provides a pre-made “Convince Your Boss” email template.

About Financial Cents



Financial Cents has emerged as a leading player in practice management solutions, designed to help accounting and bookkeeping firms navigate their workflows efficiently. With thousands of firms using the platform, it has received high ratings, such as 4.8 out of 5 on Capterra and 4.7 out of 5 on G2. For more information, visit financial-cents.com.

Topics Financial Services & Investing)

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