Whether you’re a beginner looking to gain some skills to start your bookkeeping business or an experienced bookkeeper looking to up-skill, this roundup is for you.
Accounting conferences help you see how fast the landscape is evolving and get equipped to catch up. In this article, you’ll find the top accounting conferences firm owners like you will be attending in 2023 and get the answer to the question, “are accounting conferences worth attending?”
Workflow Templates: Drag & Drop Tasks We just made an update to our workflow templates that makes it easier for you to customize them! Now you can easily drag and drop the tasks to reorder the steps in your workflow templates. This allows you to: Watch this 15-second video to
Workflow Template Updates! Now you can make more detailed templates in Financial Cents to better streamline your process! Here are some of the new updates to the Templates:
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 need
New Feature: Profile Pictures for Your Assignee Icon 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.
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! Client’s Contact Information Upon popular demand,
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! We have set the list view
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!
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
Email Notifications We just released an awesome new feature this weekend that will help your team collaborate more effectively! Email Notifications! We noticed a lot of our users have staff members and were looking for better ways to communicate with them and keep them in the loop. So we added
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