Financial Cents

Top-tier speakers? Check. 🧠 Actionable sessions? Check. ⚡ Huge prizes? Double check. 🎁 WorkflowCon 2026 is Nov. 9–10, and it’s FREE + 100% virtual. Focus is the new flex. Grab your ticket! hubs.li/Q04CHcfq0 #WorkflowCon

It’s July 29th, which means month-end close is officially staring us down. What’s your ultimate survival hack for getting through MEC week with your sanity intact?

finish the sentence: "you know a prospect isn't going to be a good fit for your firm the second they say..."

What’s the most creative way a client has ever tried to slide "just one quick extra task" into a fixed-fee project without paying for scope creep?

Honest answers only: how many times a week do you find yourself digging through messy email threads just to find one document a client swore they sent?

You look at the calendar and realize it’s officially july 1st. What’s one manual process you promised yourself you’d automate by now that you’re still doing by hand?

At what point in a client relationship do you realize it's not going to work out?

Finish the sentence: "Nobody warned me that running a bookkeeping firm meant I'd also have to…"

Ideal client: Pays on time but hard to work with OR easy to work with but always late on payments. Pick one.

Finish the sentence: "I stopped taking on clients who…"

Would you rather do 3 months of cleanup work or chase the same client for documents for 6 months straight?

Finish the sentence: "I knew it was time to raise my prices when…"

What's the most creative excuse a client has given you for missing a deadline?

Would you rather onboard 5 disorganized clients or lose 2 good ones?

Which is worse: a client who ghosts you until the deadline or a client who emails you 14 times a day?

Your brain has earned 20 minutes of staring at something other than a tax return. 🧠💨 Join us tomorrow at 2 PM ET for Tax Wrap Palooza featuring live magic from Jon Tai! 🪄✨ No pitches. Just vibes. And maybe a free lunch. 🍕 Register: hubs.li/Q04fjV0S0 #TaxWrapPalooza

Worst client email of the season. The 3 AM hero moment. The Excel sheet held together with duct tape and prayers. We're giving them actual awards. Tax Wrap Palooza • May 5 • 2 PM ET • Free • $50 prizes Register here 👉 hubs.li/Q04f88Ft0

Tax season is a wrap. And we're throwing a party. 🎉 Tax Wrap Palooza 2026 is happening next Tuesday, May 5th—90 minutes of pure celebration for everyone who made it through. Tuesday, May 5th | 2:00 PM ET | Free Register here: hubs.li/Q04dNW010 #TaxWrapPalooza

Your client says: “I didn’t think that mattered.” What didn’t they think mattered?👀

Finish the sentence: “I knew this client was going to be a problem when…”