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Accounting Workflow

Insightful strategies and tactics to grow your firm.

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Podcast Accounting Workflow
S01 E15: How this firm owner systematized her accounting firm

How this firm owner systematized her accounting firm. Bobbie Witt shares exactly how she did it and its impact on her firm.

March 10, 2023
Podcast Accounting Workflow
S01 E14: How to keep your team happy and connected in a remote world

Alisa McCabe shares tips on how she creates culture and keeps her team aligned as a remote firm.

January 30, 2023
Podcast Accounting Workflow
S01 E13: How this firm went from a 60 to 32 hour work week and still got their work done

Mike McLenehan discusses how he moved his team from a 60 to 32-hour work week… without sacrificing firm output! We also talk about the benefits…

January 15, 2023
Podcast Accounting Workflow
S01 E12: How this firm documented their processes with checklists

Peter Piluk talks about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how…

January 3, 2023
Podcast Accounting Workflow
S01 E11: How this firm owner grew from being a solo to a team of 8

Susan Pruskin discuss's challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role…

December 12, 2022
Podcast Accounting Workflow
S01 E10: How this firm successfully acquired another firm

Amanda Birch talks about how you can acquire another firm! They share tips on how to find, evaluate, and successfully acquire other accounting firms to…

November 28, 2022
Podcast Accounting Workflow
S01 E09: How this firm increased capacity by partnering with other firms

Tonya Schulte talks about how to increase your firm's capacity to take on more clients without having to hire new employees!

November 14, 2022
Guide Accounting Workflow
Report: The State of Accounting Workflow Automation

Discover the workflow challenges firms faced in 2022, impact on work, attempts they made to solve them, and what role (if any) automation played. Take…

May 22, 2023
Article Accounting Workflow
9 Tips that will Increase Your Bookkeeping Firm’s Productivity

As an accountant, you always have a lot going on, which makes it tough to find enough time in the day to do everything. As…

September 17, 2018
Article Accounting Templates
5 Reasons Why Your Business Should Use Accounting Software

The accounting workflow is a multi-step one that involves multiple people other than the accountants themselves. It can be convoluted, especially when there are no…

September 6, 2019
Article Accounting Templates
New Feature: Workflow Template Updates

Now you can make more detailed templates in Financial Cents to better streamline your process!

December 24, 2019
Article Accounting Workflow
New Feature: Get visibility into your accounting workflow

We just released a new feature that makes it easy to see how much client work lies ahead so you don't get surprised and fall…

January 11, 2020