The Firm Automation Playbook
This playbook is not just about technology; it’s about transforming the way you work. Following the steps outlined, you are well on your way to reclaiming your time, reducing errors, and becoming more efficient
Instantly download this Playbook as a PDF
This report includes
Who is this playbook for?
Bookkeepers and Accountants who need to:
- Free up more time for more valuable work
- improve work quality and profits
- Save time and scale faster
- Embrace the power of automation tools
Testimonial
“Financial Cents is a task management tool with a simplistic design. Helps organize our tasks by the due date, track time which integrates with QBO & allows us to communicate with our clients. Implementation and transition were smooth and easy” –Veronica Glac, Owner, Milky Way VAS
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.
