The first and only full-featured accounting work management solution for solo firms.
Know what is due and prioritize your work in one simple dashboard built specifically for accounting firms and tasks.
Automatically change the status or tag on work when a task or section is completed. This way, you will know where tasks stand so you can decide what to work on next.
Get the information and documents you need to complete work without chasing clients down.
Wow your clients with a modern experience by giving them one place to easily access requests, documents, reports, invoices, resources, and communication.
Store and organize important documents in a secure central hub with security features that protect client information and ensure compliance with relevant data protection and privacy laws.
Store and quickly access important client information to complete work through a centralized and organized CRM.
Track time to a client, project, and even a specific task and access detailed insights into where your firm is spending time so you can easily identify bottlenecks and improve your processes.
Identify over-budget work and track your effective hourly rate to understand where you can raise rates.
Managing your solo firm with spreadsheets is overwhelming. You store client information on one sheet, track tasks on another, and manually change task status.
You barely have time to prospect, increase your client base, and grow your income as you struggle with your current workload.
Client files are in random folders, and to pull up the latest client updates, you have to check texts, different email threads, and Google Docs.
Things falling through the cracks have become the order of the day, and you feel pulled in different directions.
You know there has to be a better way, but all the software options available are either too expensive or generic.
That’s where Financial Cents’ solo plan comes in.
"One thing to understand is that Excel is not a workflow management tool, but there are people still managing their business on Excel, and that’s terrifying.”
Managing your solo firm with spreadsheets is overwhelming. You store client information on one sheet, track tasks on another, and manually change task status.
You barely have time to prospect, increase your client base, and grow your income as you struggle with your current workload.
Client files are in random folders, and to pull up the latest client updates, you have to check texts, different email threads, and Google Docs.
Things falling through the cracks have become the order of the day, and you feel pulled in different directions.
You know there has to be a better way, but all the software options available are either too expensive or generic.
That’s where Financial Cents’ solo plan comes in.
"One thing to understand is that Excel is not a workflow management tool, but there are people still managing their business on Excel, and that’s terrifying."
Financial Cents’ solo plan replaces expensive, complicated workflow tools you've tried in the past. Our solo plan features include everything you need to run your solo firm for just $9/month in one easy-to-use software. Some of the features include:
Task management: Track the work you need to do and prevent tasks from slipping through the cracks.
Client CRM: Centralize client information so it is easy to find.
Client Portal: Get client responses faster without chasing them down for information and documents
Workflow checklist templates: Quickly get set up with 50+ templates, our AI checklist generator, or simply import your templates or a friend’s.
Build an efficient solo firm that makes you money, not stress.
Everything stays in the project in Financial Cents. It's nice that all the external communication with clients stays in the focused folder, and everything we need for projects is in one place
Financial Cents’ solo plan replaces expensive, complicated workflow tools you've tried in the past. Our solo plan features include everything you need to run your solo firm for just $9/month in one easy-to-use software. Some of the features include:
Task management: Track the work you need to do and prevent tasks from slipping through the cracks.
Client CRM: Centralize client information so it is easy to find.
Client Portal: Get client responses faster without chasing them down for information and documents
Workflow checklist templates: Quickly get set up with 50+ templates, our AI checklist generator, or simply import your templates or a friend’s.
Build an efficient solo firm that makes you money, not stress.
Everything stays in the project in Financial Cents. It's nice that all the external communication with clients stays in the focused folder, and everything we need for projects is in one place
You may have chosen generic project management software because it was affordable or provided a good foundation for your processes. However, given that generic tools focus on serving every industry, you’ve realized that many of their features are not customizable to your accounting or bookkeeping firm.
Work management software that was supposed to help you manage work has now become an additional task you must manage. Setting it up is cumbersome, and using it is overwhelming.
You wonder what the way forward is.
Enter Financial Cents’ solo plan. For just $9/month, you get everything you need to manage your solo firm in an accounting-focused workflow software:
"Having something that was designed for an accounting or bookkeeping firm is extremely important. Using Asana and Trello means you have to make it work for you, as opposed to an accounting-specific tool that gets you halfway there already."
Is your team working in and out of different spreadsheets and missing important client updates, making managing your workflow feel cumbersome and inefficient? That ends with Financial Cents. Our workflow features let your team discuss tasks, ask questions, share files, and get notified within your workflows without having to check your emails.
“Having something that was designed for an accounting or bookkeeping firm is extremely important. Using Asana and Trello means you have to make it work for you, as opposed to an accounting-specific tool that gets you halfway there already."
/ month
Billed annually
The only app you need to run your solo firm at one affordable price.
Only for Single User Firms:
Free 14-Day Trial | 30 Day Money Back Guarantee | No Credit Card Required. Single user firms only.
Yes, you will have access to all the features that Financial Cents has to offer during your free trial.
It’s $9/mo if you pay annually and $19/mo if you pay monthly. Paying annually helps you save 50%.
Financial Cents makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view. Financial Cents also has built-in reminders and notifications to keep your team on top of client work and deadlines.
We focus on serving accounting firms, and because of that, the security of your data is our number one focus. You read about how we keep your data safe here.
Adding your clients is as easy as 1, 2, 3. With our QuickBooks Online integration, you can import all your clients and their data within 30 seconds. If you don’t use QuickBooks Online, you can export your client list (via CSV) from your current software and import it into our system in just a few steps.
Our system allows you to send your clients automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This allows you to focus on what matters most—getting your work done on time and growing your firm.
Yes, you can easily integrate your time tracking with QuickBooks Online. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.
Financial Cents is made specifically for accounting firms, making managing work and tracking deadlines easy and effective.
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
Register to start a 14-day trial