Customizable User Permissions

Control what your staff can see in Financial Cents

Now you can manage what your staff can see and do in Financial Cents with customizable user permissions! So they only have access to the things you want them to see. (more…)

accounting workflow software

Easily manage your staff’s workload (New Feature)

Easily manage your staff’s workload

 

 

We just made an update to your workflow overview that makes it easier for you to manage your staff’s workload!

Now when you filter your view to see the work for a specific staff member or client the overview boxes will update to show you how many projects are Due Today, This Week, Next Week, and Overdue for that specific person.

For example, If you wanted to see what Kevin’s workload looked like over the next two weeks all you have to do is filter by his name. Then you can see how many projects he has Due Today, This Week, Next Week, and Overdue. As an owner or manager, this gives you the visibility you need to make sure your staff isn’t falling behind on client work. 

See how it works in this 7-second video.

 

 

Easily manage your staff’s workload with Financial Cents!

Start your FREE 14-day trial today!

 

Learn about more of our accounting practice management features here

 

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 need to work together. (more…)

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!  (more…)

Price Increase Letter for Accountants & Bookkeepers

bookkeeping templates & forms

Price Increase Letter for Accountants & Bookkeepers

Over time it is important that you increase your prices to maintain profitability as your expenses increase.  However, telling your accounting clients that you are increasing your rates can be tough or just downright uncomfortable. You might be asking yourself whether or not they will accept it or drop your services. The most important thing is that you are confident in your value. Our price increase letter will help you that confidence so you can successfully increase your prices.

Click the link below to get your FREE price increase letter for accountants & bookkeepers

Price Increase Letter

Check out our other workflow templates & forms – Templates & Forms