The 5-Page Guide to Accounting Workflow Automation Basics for Beginners with Heather Satterley, CPA
Manually handling every little accounting task can be exhausting, not to mention the errors that sneak in when you’re trying to do it all yourself. It’s like trying to juggle too many balls at once—eventually, something’s going to drop.
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This guide is designed to help you dip your toes into the world of automation without feeling like you’re diving into the deep end. In collaboration with Heather Satterley, we’ve broken down everything you need to know into easy, bite-sized pieces so you can start automating your workflows immediately.
Who is this guide for?
Bookkeepers and accountants looking to:
- Desire more control over their workload through organized, automated workflows.
- Save time by automating repetitive tasks.
- Reduce errors and improve accuracy in their work.
- Leverage technology to make their job easier.
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, automate client 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.
