Gain Control Back: Create Freedom for Your Firm and Your Clients

Freedom in an accounting firm isn’t built by working harder — it’s built by combining better strategy with better systems. In this session hosted by Alternative Payments and Financial Cents, Dyanna Salcedo (CEO, The CFO Project) and Jason Plett (CFO, FlexKeeper) unpack why so many firms stay stuck and dependent on their owners, and what it actually takes to change that. They dig into the shift from compliance work to CFO-level advisory, how that shift reshapes client relationships and pricing, and why advisory only scales when the operations behind it — workflow and payments — are organized. FlexKeeper is living proof: Jason runs his own firm on Financial Cents and Alternative Payments and walks through exactly how those systems work together. What you'll learn: ✅ Why firms stay stuck — and why the problem is lack of systems, not lack of effort. ✅ What changes when a firm starts acting like a CFO instead of just preparing financials. ✅ How to make advisory repeatable and scalable instead of a bespoke scope every time. ✅ How practice management (Financial Cents) and AR automation (Alternative Payments) combine into one operating system. ✅ How FlexKeeper cut its AR collection cycle roughly in half and eliminated nearly all manual reconciliation. ✅ Where to start if you want to build more freedom into your firm over the next year. Speakers: 📣 Dyanna Salcedo (The CFO Project) 📣 Jason Plett, CPA (FlexKeeper) Links: 🔗 Alternative Payments: https://alternativepayments.io 🔗 Book a demo: https://go.alternativepayments.io/web...