Accounting Workflow

Insightful strategies and tactics to grow your firm.

Browse the categories or topics below to find what you are looking for.

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

Podcast
S02 E08: This firm owner’s process for onboarding new clients and improving their experiences

This episode, we're excited to welcome Nikole Mackenzie, CEO & Founder Momentum Accounting, Inc. as she shares her process for onboarding new clients and improving…

April 23, 2024

Podcast
S02 E07: Balancing tech and touch: How to personalize client experiences in automated processes

Imagine a world where your computer does most of the work, from sending emails to organizing data. Sounds great, right? But here's the catch –…

April 9, 2024

Podcast
S02 E06: How Finance Automation Can Transform Your Firm

In this episode, we're getting insights straight from the innovators at FinOptimal, Tom and Jesse where they share with Roman Villard, CPA how automation is…

March 26, 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

Article
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
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
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
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
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

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