Workflow Academy for
Real Firms
The gold standard in workflow-first education for small accounting and bookkeeping firms.
Learn how to design, document, and automate workflows to run a modern practice whether you choose to stay small or grow with intention.
Courses
Pricing
Pricing Accounting Services Like a Pro by Ron Baker
A comprehensive online course designed to help accounting and bookkeeping firms effectively price their services for optimal profitability and client satisfaction.
Processes & workflows
Setting Up Accounting Processes and Workflows by Kellie Parks
Get the foundation you need to establish efficient and effective accounting processes within your firm.
Automation
Workflow Automation 101 by Heather Satterley
A comprehensive course on how to use automation tools and techniques to simplify accounting processes and tasks.
Processes & workflows
Process Mapping by Isaac Perdomo
A practical online course designed to help accounting and bookkeeping firms map, streamline, and optimize workflows for greater efficiency and consistency.
Processes & workflows
Year-End Toolkit by Alicia Katz
An online course designed to equip accountants and bookkeepers with essential tools and checklists to streamline year-end close and deliver accurate, stress-free reporting.“Great videos!
Loved listening and learning from Kellie, she was absolutely the best.”
Jessica F.
“On point
Great job keeping all the information simple and organized in a way that is easy to digest.”
Ileana Vilchis
Who is the Accounting Workflow Academy for?
Built for every role that keeps a small firm running
The Workflow Academy is designed for the people who actually run the firm day to day. Whether you own the practice, manage operations, or do the work, you’ll find practical, role-specific training you can apply immediately.
For Firm Owners
Learn how to design scalable workflows, price services profitably, and build systems that reduce dependency on you while protecting quality.
For Operations and Admin Managers
Standardize processes, document workflows, and implement automation so work moves smoothly across the firm without constant follow-ups.
For Bookkeepers and Tax Preparers
Master repeatable workflows, checklists, and tools that help you deliver consistent, accurate work with less stress and fewer surprises.
What you’ll get out of the Workflow Academy?
Workflow expertise
Master accounting workflows to streamline processes, boost collaboration, and save time with automation.
Instant application
Put workflow improvements into practice with step-by-step guidance that boosts productivity and client service.
Expert highlights
Learn from experienced professionals and apply proven strategies while avoiding common workflow mistakes.
Practical advise
Get clear, actionable tips tailored for accounting that deliver results without unnecessary complexity.
Accessible learning
Enjoy easy-to-follow content for all knowledge levels, with lifetime access to resources and examples.
Career Growth
Advance your skills, build confidence, and position yourself as a trusted workflow expert in the industry.
Time Efficiency
Cut manual work, deliver projects faster, and free up time for higher-value advisory services.
Proven Results
Apply tested strategies that deliver measurable efficiency gains and lasting improvements for your firm.
Frequently Asked Questions
The Accounting Workflow Academy is a free learning hub designed to help accounting, bookkeeping, and tax professionals master workflow management, automation, and firm operations. You’ll find practical, step-by-step courses built by industry experts.
Yes. Every course inside the Accounting Workflow Academy is 100% free. Just create an account on EzyCourse and start learning at your own pace.
The Academy is built for firm owners, managers, operations leaders, accountants, bookkeepers, CPAs and tax preparers who want to streamline processes, increase productivity, and improve collaboration inside their practice.
You can log in to the Academy directly from this page using the link provided. If you’re new, simply pick any course you’d like to take and click “Enroll.” You’ll be guided to create your free EzyCourse account and can start learning right away.
Yes. When you enroll in a course, you’ll be prompted to create a free EzyCourse account. This lets you track your progress, resume lessons anytime, and access all current and future courses.
Yes. All courses are fully self-paced, so you can watch lessons anytime and revisit modules whenever you need.
You’ll find lessons on pricing your services, building and standardizing accounting processes, workflow automation, process mapping, year-end workflows, and more. New courses are added over time as the Academy grows.
No prior experience is required. The Academy includes beginner-friendly content as well as more advanced process and automation strategies.
Yes. Your entire team can create their own free accounts and take the courses to stay aligned on workflows and best practices.
Yes. We continue expanding the Academy with new topics and expert-led training to support firm owners as their needs evolve.
Our vision for accounting firms
At Financial Cents, we know you want to easily and confidently scale your firm. In order to do that, you need an accounting firm practice management tool that makes it easy to streamline your process and track the status of client work so you can hit your deadlines. read more
Resources for scaling your firm
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!