Guarantee your firm’s success

Our onboarding team specializes in making your transition to our platform seamless. Our personalized onboarding services are tailored to meet your unique business needs, drive adoption with your team, and ensure you get the most out of 
Financial Cents.

Project dashboard showing client tasks, due dates, progress bars, and team member avatars.
Loved by over 10,000 accountants, bookkeepers, and CPAs
8 days
Average time it takes our
team to onboard a firm
2.5 hours
To complete our comprehensive
1:1 training sessions
98 %
Positive reviews on G2 and is an
‘Easiest Setup’ category leader.
Training
$200

Drive Adoption and Success

Schedule a call

Jumpstart your journey with Financial Cents through our comprehensive training sessions. Our 1:1 coaching ensures you gain in-depth knowledge and practical skills to utilize our platform to its fullest potential. From basic to advanced features, we’re here to guide you every step of the way.

Onboarding
$500

Tailored Setup for Seamless Transition

Schedule a call

Your business is unique, and so is our onboarding process. Dive into personalized 1:1 sessions where we meticulously set up your Financial Cents account. We’ll import your clients, set up workflow templates, create tasks for your team, and conduct group training sessions. Experience a tailored setup that aligns perfectly with your business operations.

Migrations
$1,000

Effortless Platform Switch

Schedule a call

Transitioning to Financial Cents? We’ve got you covered. Our migration service is designed to make your move from other project management platforms smooth and stress-free. Dedicated 1:1 support will help you import clients, migrate workflow templates, and set up work creation in Financial Cents, ensuring a seamless switch without missing a beat.

“The customer support we have received has been amazing! The staff are all so friendly, supportive and helpful, and are easy to get a hold of. The onboarding for setting it all up was great because they made sure we had a contact person to reach out to anytime.”

Danielle Sherwin

Danielle Sherwin

Owner, Bookkeeping Essentials Ltd 

Why purchase our services?

Save time

Most firms don’t have the time to implement new tools. Let our experienced team do the heavy lifting for you.

Personalized approach

Every firm is unique, and our services are designed to match 
your specific needs.

Seamless transition

We ensure a smooth transition 
with minimal disruption to your existing workflow.

Long-term success

Our goal is to set you up for continued success and growth 
with Financial Cents.

Award-winning customer service