Prepping for Tax Season Webinar Series

Get up to $300 credits for AutoEntry

Webinar 1

Beat the Busy Season: 5-Step Readiness Guide for Accountants & Bookkeepers

This practical session walks you through a five-step readiness plan to help you reduce stress, streamline document intake, and handle higher volumes with confidence. You’ll learn simple workflow improvements that make an immediate impact and see how automation tools can boost efficiency when it matters most.

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Webinar 2

A Growing Firm’s Guide to Leveraging Automation

Watch an on‑demand conversation with Sara Gibb, founder of Flow Works Bookkeeping and Consulting. Discover how Sara grew her bookkeeping practice from a solo operation into a thriving remote team serving 90+ clients, and the lessons she learned along the way.

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AutoEntry in Action: Boost efficiency with Automated data entry

Manual data entry is one of the biggest drains on your firm's time and resources. Join us to see how AutoEntry helps automate the most tedious parts of bookkeeping. In this webinar, you'll learn how AutoEntry helps:

Automate tasks like receipt capture, invoice processing, and bank statement uploads
Accelerate data capture with high accuracy
Strengthen collaboration between firms and clients
Attract and retain talent by eliminating repetitive tasks
Simplify compliance and document retention workflows

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Click "Redeem now" and fill out the form below

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Additional resources

Your 2026 guide to beat the busy season

This guide gives you clear, practical strategies to streamline intake, create more predictable workflows, and reduce hours spent on repetitive admin during the peak months.

Download the guide

How Sage helped Flow Works scale and succeed

Using Sage for Accountants tools, a small bookkeeping firm streamlined workflows, simplified audits, and reclaimed time to focus on what truly matters—in business and beyond.

Download their story

Your Ultimate Guide to Payroll in 2025

Explore our year-end payroll hub for expert insights, tools, and FAQs—all in one place to simplify your 2025 close.

Access now

Strategic guide to year-end payroll

Get federal and provincial updates, a practical checklist, and key insights to help you close 2025 and start strong in the new year.

Get the guide

Beat the Busy Season: 5-Step Readiness Guide for Accountants & Bookkeepers

In this practical, fast-paced session, CPA and firm-building expert Ryan Lazanis from Future Firm joins small business expert Roger Pierce to walk you through a proven five-step readiness plan to help you reduce stress, streamline document intake, and handle higher volumes with confidence.

You’ll learn simple workflow improvements that make an immediate impact and see how automation tools can boost efficiency when it matters most.

Key takeaways:

Strengthen your client-facing processes so you receive clearer, more complete information the first time.
Build predictable weekly capacity plans that help you stay ahead of bottlenecks during peak filing periods.
Introduce automation in ways that support your existing workflow rather than disrupt it.
Reduce non-billable admin time by standardizing key steps in intake, review, and communication.

Speakers

Ryan Lazanis, CPA
Ryan Lazanis, CPA, founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates 10,000+ firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.

Roger Pierce (Host)
Author, speaker, and host of The Unsure Entrepreneur Podcast, Roger Pierce is one of North America’s top small business experts and the founder of 14 businesses. Roger produces trusted business finance content for brands such as BMO, Scotiabank, FedEx, Rogers, Mastercard, and Sage.

A Growing Firm’s Guide to Leveraging Automation

Learn how Sara Gibb, founder of Flow Works, grew her bookkeeping practice from a solo operation into a thriving remote team serving 90+ clients. Join us for an exclusive conversation with Sara Gibb, founder of Flow Works Bookkeeping and Consulting.

Key Takeaways

Overcome resistance to technology and confidently transition to native cloud tools
Automate workflows to save time and reduce administrative burdens
Optimize client interactions to improve relationships and streamline communication
Build a scalable practice by empowering your team and delegating effectively

Speaker

Sara Gibb
Owner, Flow Works Bookkeeping & Consulting
Sara Gibb is a professional bookkeeper who loves to help others do what they love by providing focused clarity and business support services. Born in Nanaimo, BC and raised in Ladysmith, BC, she has been a bookkeeper for the last 10 years. With the loving encouragement from friends and family, she established Sara’s Bookkeeping Services in 2016 and hasn’t looked back since.