Playbook: A Primer on Accounting Project Management and How to Consistently Hit Your Deadlines
Tonya Schulte, Founder of The Profit Constructors, shares how her firm sees project management, gets quality work done, consistently meets deadlines, and the role Financial Cents plays in it all.
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Who is this playbook for?
Bookkeepers and Accountants who are eager to:
- Learn how to structure, organize, and execute projects with precision
- Consistently meet and exceed deadlines
- Reduce errors and improve productivity
- Learn how to manage client expectations
- Set up processes to make their team efficient
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“With Financial Cents, we’re able to upload standardized templates and know exactly how a month-end close should look like for each one of our clients. And if we’re not hitting that mark, then our Quality Assurance Manager can see what each one of the bookkeepers across our internal and external teams are doing and what roadblocks may be affecting them” –Tonya Schulte, Founder of The Profit Constructors
About Financial Cents
Financial Cents exists to help you get work done and scale your firm through an integrated workflow solution.
We make your transition from spreadsheets or generic project management software seamless through easy-to-use features built with industry nuances in mind.
With Financial Cents, you and your staff will have a single source of truth so you can access all the information you need to get work done. You can create and assign tasks to your staff, track the status of client work, standardize your workflows, and collaborate with your team. Automate client requests and set reminders to save your team the stress of chasing down clients for information.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
