Kellie is a proud member of the Intuit International Trainer Writer Network and the FreshBooks Accountant Council, as well as the LeaderBean of the Financial Cents Ambassador program.
She also partners with Financial Cents to ensure some of the content published on their Hub are accurate, educative and useful for the accounting and bookkeeping community.
By utilizing a client portal, you can eliminate the inefficiencies of manual methods and create a smoother workflow for both you and your clients. No more chasing down information. Your clients can easily upload documents, receive updates, and communicate with you all in one place.
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.
Here are seven of the best accounting client onboarding software for simplifying, automating, and making client onboarding more seamless for you and your clients.
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 between client portal solutions anytime soon.
Looking to streamline your firm's bookkeeping process? In this guide, we will provide you with free bookkeeping checklists to help you manage your client’s finances efficiently.
This article shows how you can create your Accounts Payable flowcharts (with examples to inspire you). Once you’re done creating your flowcharts, you can add the images to your projects in Financial Cents
In this step-by-step guide, learn to craft a concise accounting memo to communicate with clients or staff.
There’s also a free template you can use to get started.
The accounting professional's job is to protect clients from fraud, theft, and financial abuse. With Accounts Payable transactions, accounting firms leverage bill matching and approval...
E-signature has reduced the time it takes accounting professionals to collect client signatures by cutting through the innate challenges associated with wet signatures. Accounting professionals who request signatures manually spend an average of five (5) days waiting on client signatures.
Boost efficiency, accuracy, and compliance with the right accounting workflow software for Canadian firms. Our guide provides you with all you need to choose the right fit for your firm.
As an accounting firm owner, you need to use account project management software instead of generic ones for the best results. We cover all you need to know about generic project management software vs accounting project management software.
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