Speakers:
Shahram Zarshenas (Co-founder and CEO at Financial Cents)
Omry Man (Co-founder and CRO at Anchor)
Brought to you by:
Financial Cents & Anchor
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Learn how to trim your tech stack and automate everything from the beginning of client relationships to getting paid.
What you can expect
- Identify areas of your firm you can start automating today
- Understand how automation can make your onboarding smoother
- Understand how automation can make getting paid more straightforward
- Learn how to automate everything with as few apps as possible
- See how firms like yours are streamlining and automating their processes too
Time Stamps:
- Revenue leakage and its impact on businesses, with examples and solutions. 0:00
- Improving accounting proposal processes for accountants to increase efficiency and profitability. 5:04
- The importance of setting expectations and improving the proposal and payment process for small businesses. 11:46
- Streamlining client onboarding and work delivery for accounting firms. 16:07
- Automating accounting tasks to increase efficiency and profitability in a business. 21:23
- Automating billing and payment processes for businesses to improve efficiency and reduce friction. 26:02
- Automating client onboarding and work management using Anchor and Financial Cents. 30:50 * Automating client onboarding and invoicing with Anchor. 35:51
- Automating client onboarding with Anchor and Financial Cents. 41:55
- Automating financial tasks with Anchor and Zapier. 47:34
About Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
About Anchor
Billing, collections, and late payments should be a challenge of the past.
Anchor delivers on its promise of effortless payments without changing the way you work, without losing control or adding payment risk, and most importantly- paying and getting paid on time, every time, effortlessly.
