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Accounting Workflow

Insightful strategies and tactics to grow your firm.

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Article Accounting Workflow
How to Use Financial Cents and Zapier Integration to Optimize Your Accounting Processes

Adding a tool like Zapier to your already existing tech stack, you can go beyond automating individual tasks in separate accounting tools to automating entire…

August 25, 2023
Expert Interview Accounting Workflow
How to Systematize Your Accounting Firm in 6 Steps and Scale Faster (W/ Ryan Lazanis)

Running an accounting firm can be both rewarding and challenging.  As your client base grows, so does the complexity of your tasks. To keep up…

August 15, 2023
Article Accounting Workflow
Why You Should Move from Spreadsheets to Accounting Workflow Software in 2025

Spreadsheets are excellent at what they were created for, which is to help users compute, analyze and visualize data. The challenge is when we stretch…

August 15, 2023
Podcast Accounting Workflow
S01 E17: How this firm owner converted her brick & mortar firm to the cloud

How this firm owner converted her brick & mortar firm to the cloud. Agnes Nkundabagenzi shares exactly how she did it and its impact on…

August 15, 2023
Article Accounting Workflow
How to Set Up Workflow Automation for Your Accounting Firm in 4 Steps

Time is money in accounting. When tedious manual administrative work starts eating into your billable hours, you know that something has to change if you…

July 27, 2023
Guide Accounting Workflow
Playbook: How to Transition Your Firm Into Paperless, Virtual Accounting

Nayo Carter-Gray, EA, host of the Taking Your Firm Virtual Summit, shares the steps she took to successfully transition her firm into virtual accounting and…

July 19, 2023
Article Accounting Workflow
100 ChatGPT Prompts for Accountants and Bookkeepers

Every industry is currently looking for the best use cases for AI. In the accounting industry, AI tools like ChatGPT have gotten so good at…

July 13, 2023
Customer Story Accounting Workflow
After 12 Months of Various Free Trials, Pathway Found Financial Cents as the Right Software to Organize and Track Client Work

Pathway is a two-person firm. Peter Piluk handles the firm's accounting, bookkeeping, and payroll services, while Lisa Ryckman does the tax work. Together, they have…

June 15, 2023
Guide Accounting Workflow
Report: The State of Accounting Workflow Automation

Discover the workflow challenges firms faced in 2022, impact on work, attempts they made to solve them, and what role (if any) automation played. Take…

May 22, 2023
Article Accounting Workflow
7 Essential Features of an Accounting Project Management Software

Accounting project management software has been around for years, but productivity is something only a few accounting firms have been able to actualize. That is…

May 12, 2023
Article Accounting Workflow
AI in Accounting: How Accountants and Bookkeepers Can Use ChatGPT in their Firms

Aside from the fear of taking people's jobs (more on this later), AI has proven incredibly useful across industries. With the right prompts, it can…

May 2, 2023
Article Accounting Workflow
How to Hit Client Deadlines with Accounting Project Management Software

Apologizing to clients for missing yet another deadline or extension is a tiring cycle. Losing them as clients is even more heartbreaking, especially considering how…

April 27, 2023