New Feature: Customize Your Task View

Customize Your Task View

Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list or board format so you can manage your tasks the way your team prefers it!  (more…)

Turn Any Email Into a Task

Turn Any Email Into a Task

Now it’s easy for you to keep track of new client requests and create new tasks on the go with this new feature! (more…)

Price Increase Letter for Accountants & Bookkeepers

bookkeeping templates & forms

Price Increase Letter for Accountants & Bookkeepers

Over time it is important that you increase your prices to maintain profitability as your expenses increase.  However, telling your accounting clients that you are increasing your rates can be tough or just downright uncomfortable. You might be asking yourself whether or not they will accept it or drop your services. The most important thing is that you are confident in your value. Our price increase letter will help you that confidence so you can successfully increase your prices.

Click the link below to get your FREE price increase letter for accountants & bookkeepers

Price Increase Letter

Check out our other workflow templates & forms – Templates & Forms

Financial Cents - Email Notifications

New Feature: Email Notifications

Email Notifications

 

We just released an awesome new feature this weekend that will help your team collaborate more effectively! (more…)

bookkeeping templates & forms

Engagement Letter Template for Accountants & Bookkeepers

Engagement Letter Template for Accountants

Use our engagement letter sample to set expectations with your accounting & bookkeeping clients to mitigate risk. It will help you outline your fee structure, responsibilities, and terms. Not only that but providing a professional engagement letter like this will help you establish credibility with your new client!

Click the link below to get your FREE bookkeeping engagement letter

Bookkeeping Engagement Letter

Check out our other workflow templates & forms – Templates & Forms