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Insights For Firm Founders

Insightful tips to take your firm to the next level

5 Reasons Why Your Business Should Use Accounting Software

5 Reasons Why Your Business Should Use Accounting Software   The accounting workflow is a multi-step one that involves multiple people other than the accountants themselves. It can be convoluted, especially when there are no tools to ease the completion of tasks and the collaboration of the different parties that

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New Features

New Feature: Profile Pictures for Your Assignee Icon

Personalize Your View   We just released an exciting new feature that makes your experience in Financial Cents more personal! You can now upload your own profile picture/ avatar for your image icon! When uploaded your profile picture will be displayed on the following items.

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New Updates to the Client CRM

New Updates to the Client CRM Over the past few months, we have received a lot of feedback on how to improve our Client CRM and are excited to announce that we have just released the first version of those improvements! See them below!

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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! 

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New Features

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!

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Price Increase Strategies
Uncategorized

Price Increase Letter for Accountants & Bookkeepers

Price Increase Letter For Accountants & Bookkeepers Successfully increase your pricing without getting pushback from your clients with our price increase letter 5 Things a Price Increase Letter for Accountants Will Help You Do   1 – Express appreciation to the client  It’s always important to express your appreciation for

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Engagement letter for accountants and bookkeepers
Templates

Engagement Letter Template for Accountants & Bookkeepers

FREE Engagement Letter Template for Accountants, Bookkeepers, and CPA’s Outline your responsibilities and establish credibility with your client with our professional engagement letter! If you are an accounting firm owner, you know that it’s vital to impress first-time or potential clients. A client’s first impression of your business could make or

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Engagement letter for accountants and bookkeepers
Templates

Tax Return Template

Tax Return Template for Accountants This accounting workflow template outlines the tax return process from beginning to end. You can use this template to help streamline your workflow process & save time. Click the link below to get your FREE template! Tax Return Workflow Template Check out our other workflow

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