This report includes

A Clear Starting Point: Learn the basics of workflow automation in plain terms.
Step-by-Step Setup: Follow easy-to-understand instructions to create workflows that save time and reduce stress.
Ready-to-use templates to help you set up workflows quickly.
Pro Tips for Success: Avoid common pitfalls and ensure your automation keeps running smoothly.

Who is this guide for?

Bookkeepers and accountants looking to: 

  • Implement automation to save time and reduce errors.
  • Gain control of their workload with organized workflows.
  • Optimize daily tasks to get more done in less time.
  • Deliver timely and accurate services to clients.

About Financial Cents

Financial Cents is a workflow management software that has all the features you need to get work done in a simple user interface that your team will love it and find it easy to use.

Whether you’re just beginning to document your processes or have been doing it for a long time, our software will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automateclient data collection, and more with Financial Cents.

Don’t take our word for it; hear what our clients have to say. Visit www.financial-cents.com to enjoy a 14-day free trial.

image with Financial Cents dashboard on a laptop