Accounting proposals made easy

Automate agreements, billing, and payments with an accounting proposal solution that will WOW your clients.

Proposal intro screen with video message from Joe Bloggs and agreement details for Adeline Collins.

“Created my first proposal with optional packages and one time charge for Clean-up & Catch-up. Client signed up for one of the optional add-ons in addition to the Clean-up. Easy peasy lemon-squeezy!” Headshot of a smiling woman with wavy blonde hair wearing a dark coat, taken inside a car.

Stacy Luft

Owner and Founder at CEO Business Balance

Proposals that will impress clients

Start the client relationship off right with beautiful proposals that are easy to sign.

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Proposal intro screen with video message from Joe Bloggs and mobile sign & accept form.

Package selection screen showing Bronze, Silver, and Gold plans with pricing and add-ons.

Grow you revenue

Drive revenue with modern online proposals that make it easy to upsell extra services.

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Get paid on time, every time

Collect client payment details upfront in the proposal. Once signed, billing and payment happen automatically—no extra work for you or your clients!

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Screen showing $927 payment form and mobile view of sign & accept form with digital signature.

Proposals & engagement letters features

Proposals

Convert more clients with modern proposals.

Engagement letters

Add your scope of work and terms to our legally binding engagement letters.

Billing

Integrated billing & proposals to auto-invoice clients once the proposal is accepted.

Payments

Seamlessly accept ACH and Card payments once proposals are signed.

Auto reminders

Automatically remind clients to sign a proposal.

Packages

Break out your services into different packages to drive more revenue.

Optional upsells

Add in optional services to upsell your clients.

Videos

Add personalized videos to your proposals to stand out.

Loved by over 10,000 accountants, bookkeepers and CPAs

Whole-Frame5298 • 12h ago •

I use FC and love it. Integrates with QBO and keeps emails under each client’s dashboard. Easy for clients to securely upload docs and also has a vault per client for passwords. And lots of workflow templates. They just came out with billing directly thru FC.

Financial Cents User Group Dana Denton • 1h •

Wow!! I don’t know if this is because of FC (or maybe end of year panic, or a bit of both?!), but I set all my clients up on recurring monthly projects with auto requests for documents last month, and i have never had sooo many responses and uploads from clients as i have had in the last 2 days!! My inbox is full and it sure feels like I have an entire month of work waiting for me!

Financial Cents User Group Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

James Castaldo Owner, James Castaldo CPA & Associates

Ease of use. It is very simple but powerful. We were considering another software until we saw Financial Cents. With it’s beautiful and simplistic design, it’s helped to organize our firm and keep us updated with our clients on a more regular basis than ever before.

Whole-Frame5298 • 12h ago •

Financial Cents User Group Dana Denton • 1h •

Financial Cents User Group Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

Brad Messner, EA, CBSA,…

@bradmessner

I can’t like this statement enough: ”@_FinancialCents manages upgrades well, has not been buggy and hosts a regular session on what’s new. 👍”
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

Rave reviews from clients! Getting lots of unprompted feedback that they are loving providing docs through client tasks and sending messages.
One of my top goals is to make the process easier for clients. Glad I made the switch!

Financial Cents User Group Tammatha Denyes • 1h •

I love FC. Our entire team has upped it’s game with this app AND the CS is fantastic!

Brad Messner, EA, CBSA,…

@bradmessner

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

Financial Cents User Group Susan Burt • 43m •

I’m 4 days into my Financial Cents trial and really liking it. Very easy to set up, user friendly and does what I need it to do. Really like the effective hourly rate too. I asked a question in their app chat, and had a response within 30 minutes. I’m sold!

Daniel Breez Yesterday at 6:46 AM

One of the best features of Financial Cents is the ability to give clients a to-do item and have the system automatically follow up until they get it done. I’m even using it for something as simple as “save finalized tax return for your records.” So many times clients have asked me, “where can I find last year’s tax return.”
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!

anonymous • 2 months ago •

My office has used FC for about 18 months now and we love it. It integrates with QBO which is a godsend when migrating clients over. We use the automated reminders for collecting docs all the time too!

Chris Wicks Owner, CHW Bookkeeping

Highly recommend! Great price, time saver and better than the other options I tried like Jetpack and Aero.

Financial Cents User Group Susan Burt • 43m •

Daniel Breez Yesterday at 6:46 AM

anonymous • 2 months ago •

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