Financial Cents

Articles

Article
Dawn Brolin, CPA, CFE: The Accounting Apps Behind One of the Most Powerful Women in Accounting

In this article, Dawn references her softball career to break down the accounting apps that have enabled her to build a system that allows her…

May 7, 2024

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

QuickBooks cleanup drove the most profits for accounting and bookkeeping firms in 2023. Knowing how to bring order and clarity to the chaos in a…

May 2, 2024

Article
Key Features of a Great Accounting Document Management System

Here’s all you need to know about an accounting document management system and how it can make you more organized and save time.

April 26, 2024

Article
5 Simple Time-Saving Tips for Managing Uncategorized Transactions

Manually resolving multiple uncategorized transactions steals valuable time from accountants and bookkeepers. But there’s a solution. Here are five simple, time-saving tips for managing them.

April 24, 2024

Article
The Seven (7) Best Accounting Client Onboarding Software That Deliver Results

Here are seven of the best accounting client onboarding software for simplifying, automating, and making client onboarding more seamless for you and your clients

April 23, 2024

Customer Story
How Kellie Unifies Work Resources to Maintain Consistent Work Quality with Financial Cents

Kellie Parks, CPB, shares with us how she uses Financial Cents to maintain consistent work quality in her firm. When Kellie Parks CPB, a relentless…

April 17, 2024

Article
The 7 Best Karbon Alternatives to Consider in 2025

There is a suitable practice management tool for every accounting firm. When it is the right firm, Karbon provides most of the things a firm…

April 16, 2024

Article
The Top 8 TaxDome Alternatives for Your Accounting Firm

Practice management software, like TaxDome, should help firm owners manage their projects, clients, and staff to improve client service and stay profitable. However...

April 8, 2024

Article
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.

April 8, 2024

Article
How to Get Accounting Clients: 16 Unique Ideas

Looking for tips on how to acquire accounting clients for your firm? Here are 16 unique ideas you can implement to achieve great results.

April 8, 2024

Article
The 10 Best Client Portals for Accountants

This article reviews the top 10 client portals for accountants to help you choose a suitable solution and avoid the pressure and inconvenience of switching…

March 28, 2024

Article
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…

March 22, 2024