Guarantee your firm’s success
Our onboarding team specializes in making your transition to our platform seamless. Our personalized onboarding services are tailored to meet your unique business needs, drive adoption with your team, and ensure you get the most out of Financial Cents.
Jumpstart your journey with Financial Cents through our comprehensive training sessions. Our 1:1 coaching ensures you gain in-depth knowledge and practical skills to utilize our platform to its fullest potential. From basic to advanced features, we’re here to guide you every step of the way.
Your business is unique, and so is our onboarding process. Dive into personalized 1:1 sessions where we meticulously set up your Financial Cents account. We’ll import your clients, set up workflow templates, create tasks for your team, and conduct group training sessions. Experience a tailored setup that aligns perfectly with your business operations.
Transitioning to Financial Cents? We’ve got you covered. Our migration service is designed to make your move from other project management platforms smooth and stress-free. Dedicated 1:1 support will help you import clients, migrate workflow templates, and set up work creation in Financial Cents, ensuring a seamless switch without missing a beat.
“The customer support we have received has been amazing! The staff are all so friendly, supportive and helpful, and are easy to get a hold of. The onboarding for setting it all up was great because they made sure we had a contact person to reach out to anytime.”
Danielle Sherwin
Owner, Bookkeeping Essentials Ltd
Why purchase our services?
Save time
Most firms don’t have the time to implement new tools. Let our experienced team do the heavy lifting for you.
Personalized approach
Every firm is unique, and our services are designed to match your specific needs.
Seamless transition
We ensure a smooth transition with minimal disruption to your existing workflow.
Long-term success
Our goal is to set you up for continued success and growth with Financial Cents.
Award-winning customer service
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!