Alexis Sadler

Alexis Sadler

Alexis Sadler has been an Intuit enthusiast since high school and now, 25 years later, she’s a QuickBooks Solution Provider, Certified ProAdvisor, Financial Cents Ambassador, and a Top 100 ProAdvisor. Her team at Accounting Therapy, Inc. has guided hundreds of SMBs on QuickBooks since 1996, saving time, money, and spreading QuickBooks love.

She supports Financial Cents by adding her unique, casual flair to their content, making sure even the newest of newbies can learn from their super informative and resourceful blog.

Articles Reviewed

Sox Accounting: Compliance Guide for Accounting Firms

With SOX accounting, auditors (and public accounting firms) are expected to examine the financial records of public companies and provide unbiased financial opinions in the interest of the company’s assets and the investors.

How to Perform a Comprehensive QuickBooks Cleanup (+ Free Checklist Template)

This article covers how to complete QuickBooks cleanup from start to finish so that you can handle your next cleanup projects confidently for your clients.

Bookkeeping Client Onboarding Questionnaire Guide (+ Free Template)

Streamline your client onboarding with our FREE bookkeeping client onboarding questionnaire template! Learn what questions to ask & best practices for an efficient process.

Introducing ReCats: A Better Way to Manage the Chaos of Uncategorized Transactions

Uncategorized transactions are a headache for accountants and bookkeepers. Fortunately, ReCats, Financial Cents’ latest feature, solves this problem. Here’s all you need to know about this add-on.

Accounts Receivable Process Flowchart Guide (+ Diagrams & Templates)

AR teams need Accounts Receivable process flowcharts to visualize and standardize the collection of your clients’ accounts receivable. This keeps your team from the stress of figuring out how to manage the

Accounts Receivable Workflow Process: An Easy Step-by-Step Guide

This guide shows how you can continuously improve your Accounts Receivable process so that your clients’ day sales outstanding (DSO) will reduce month-over-month.


Financial Cents VS Jetpack Workflow: Which Should You Buy and Why?

This article explores the workflow management features of Financial Cents vs Jetpack Workflow to help you make a better choice for your accounting project management needs.

The A-Z Staff Onboarding Guide for Accounting Firms + Free Template

The difference between a good and bad staff onboarding program lies in the value a firm places on it. Use this detailed guide to get accounting staff onboarding right.


Free Bookkeeping Proposal Template That Will Drive You More Clients

Want to acquire new clients for your bookkeeping firm? You need a well-crafted proposal. Here’s a detailed guide with a bookkeeping proposal template for your use.

Zapier and Financial Cents: Automate Accounting Client Document Management

Learn how to automate your client document management using Financial Cents and Zapier integration for an effective accounting workflow in your firm.

7 Quick Steps to Migrate to a New Accounting Practice Management Software

Considering migrating to a new accounting practice management software? Here are 7 quick steps to make the transition seamless.


Tax Preparation Workflow: A Comprehensive Automation Guide

Struggling with managing an increased workload during tax season? You need an efficient workflow. Here’s all you need to know about implementing a tax preparation workflow in your accounting firm.

Introducing: Financial Cents Adobe E-Signature Integration

You can now request client signatures from your Financial Cents account, thanks to our Adobe Sign integration. It takes minutes to enable the cool new feature and you will now be able to complete in minutes what could have taken days. Learn more.

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