Setting up your first project in Financial Cents the right way sets the tone for how your entire firm manages work going forward. This free checklist walks you through every configuration step, from project details, to team assignments and recurring setup, so nothing gets missed on your first run.

What’s Included in This First Project Setup Checklist

  • Project details setup: creating projects from scratch or using a template.
  • Multi clients project set up: creating projects for multiple clients at once. Useful if you are offering clients similar services.
  • Team assignment steps: assigning staff members and defining who’s responsible for what
  • Recurring project setup: scheduling repeating engagements so they auto-create on time
  • Internal Due Date setup: adding due dates internally to ensure projects get completed before the actual deadline.
  • Post-setup verification: confirming the project is visible to the right people and ready to work
  • Financial Cents Community Template Library: accessing over 400+ workflow templates created by other accounting and bookkeeping firm owners from your dashboard and adding them to your account.

Why You Need the Checklist

Your first project in Financial Cents isn’t just a test run, it’s the template you’ll learn from for every engagement that follows. Firms that skip a structured setup often find themselves chasing down missing details weeks later: a due date that was never set, a task that wasn’t assigned, or a client who never received a notification they were supposed to get.

A structured checklist removes the guesswork from setup. It ensures every project starts with the same foundation, consistent billing configuration, clear task ownership, and the right visibility settings, so your whole team can work from the same playbook from day one.

The payoff compounds quickly: once you’ve set up your first project correctly, Financial Cents can automate and replicate it. Recurring projects auto-create on schedule, templates carry your task structure forward, and your team spends less time on setup and more time on billable work.

How to Use This First Project Setup Checklist

  1. Create a new project in Financial Cents under the correct client and select the appropriate service type
  2. Set the due date and internal due date and configure billing details if the project is billable
  3. Add tasks and subtasks using the checklist’s task structure template, assigning each step to a team member
  4. Set up recurrence if this is a repeating engagement, then verify the project appears correctly in your team’s work queue

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