Webinar Details
Course Description
Scaling a bookkeeping firm requires moving your expertise out of your head and into a system your team can run — and this live masterclass with Jenna Lee Dillon, CEO of Gutsy Money and founder of 6 companies, shows you exactly how to do it.
In this masterclass, Jenna Lee Dillon will share how to take the operational knowledge that currently lives in your head and turn it into clear, documented processes your team can follow confidently. You'll learn how to capture workflows, document them effectively, and hand them off in a way that actually works — so your team can operate with clarity and you can focus on leading your firm.
What You'll Learn in This Masterclass:
- Identify Which Processes Need to Leave Your Head
- Capture Processes Without Spending Weeks Documenting
- Build SOPs That Actually Work
- Delegate Without Micromanaging
Learning Objectives
- Please refer to the course description for the learning objectives.
Prerequisites
- None
Who Should Attend
CPAs, EAs, and accounting professionals at firms.
Advanced Preparation
None
Presenter Details
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Jenna Lee Dillon
- Founding Partner of Gutsy Money, 6x Founder (1 Exit), Entrepreneur Mentor
Jenna Lee Dillon is a founding partner of Gutsy Money, a bookkeeping and business advisory firm dedicated to helping women entrepreneurs build financial confidence, freedom, and wealth. As a 6x founder, she specializes in entrepreneurship, business optimization, marketing strategy, and translating complex concepts into actionable steps that drive growth.
Jenna Lee is a passionate cheerleader for her fellow female founders. She is driven to create a world in which women entrepreneurs are empowered by their finances. She is also the author of Look Up! A Wild and Screen-Freed Roadmap to Enjoying Travel with Kids, which exemplifies her commitment to presence and intentionality, both in business and in life.
A single m... Read more
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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Purchase options
Live Webinar
How to Hand Off the "Manual Middle" and Lead Forward
Sponsored by Financial Cents
- Jun 24, 2026
- 12:00 PM EDT
- Credits: 1.00
FREE
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