Playbook: How to Build Your Accounting Firm’s Tech Stack
As your firm begins to handle more projects, it is necessary to transition away from manual methods, such as spreadsheets, and move towards an updated tech stack that can help streamline your firm’s operations and increase efficiency. This playbook serves as your guide to achieving these goals.
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Who is this playbook for?
Bookkeepers and Accountants who are eager to:
Reviewed for accuracy by Kellie Parks, CPB, Owner Calmwaters Cloud Accounting
- Embrace new technologies to make work easier
- Optimize their workflow for better results
- Exceed clients’ expectations
- Improve firm’s profit
- Navigate the tech jungle without getting lost
“Accounting firms often use several tools to operate their practices. Financial Cents speaks to that pain point with project management, email integration, client requests, time and capacity management, and password management.” -Bookkeeper, Crystal M
About Financial Cents
Financial Cents is a project management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
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.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
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