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Accounting Workflow

Insightful strategies and tactics to grow your firm.

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Article Accounting Workflow
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
Article Accounting Templates
The Ultimate Bookkeeping Checklist to Streamline Your Firm (+Free Templates)

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…

March 21, 2024
Article Accounting Templates
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…

March 14, 2024
Article Accounting Workflow
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.

March 14, 2024
Podcast Accounting Workflow
S02 E05: How to 10X your firm’s efficiency by automating low level tasks

We're diving deep with Michael Astreiko, Founder of Synder, into the game-changing world of automation, showing you exactly how to reclaim time, boost productivity, and…

March 12, 2024
Article Accounting Templates
Accounts Payable Process Flowchart Guide (+ Diagrams & Templates)

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…

March 5, 2024
Podcast Accounting Workflow
S02 E04: How this firm owner used workflow checklists to scale her firm

In this captivating episode, Kellie Parks, CPB shares with our host, Roman Villard, CPA how she harnessed the power of workflow checklists to streamline operations,…

February 27, 2024
Article Accounting Workflow
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…

February 21, 2024
Podcast Accounting Workflow
S02 E03: How this firm owner made bookkeeping management easier and more efficient through a creative approach

Join host Roman Villard and guest Alexis Sadler on the Accounting Flow Podcast as they share easy-to-understand tips for better bookkeeping. Learn how Alexis made…

February 13, 2024
Article Accounting Workflow
How to optimize your Accounts Payable Workflow: A Step-by-Step Guide

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…

February 12, 2024
Guide Accounting Workflow
Why Firm Owners Switched From Other Accounting Workflow Software Solutions to Financial Cents

Tired of juggling multiple software for accounting tasks? Learn from real-life stories of firms that switched to Financial Cents for a more unified, efficient workflow.…

February 6, 2024
Guide Accounting Workflow
Firm Owners Share Why They Switched From Spreadsheets to Financial Cents

Discover a clear, streamlined way to manage your accounting tasks with Financial Cents. This collection, packed with real-life success stories, is your path to making…

February 6, 2024