This report includes
Who is this case study collection for?
Accounting and Bookkeeping teams contemplating a move from generic project management software to an accounting-focused workflow software because:
- You’re tired of creating multiple workarounds to get simple things done
- You want more customizations and flexibility that fits your industry
- You want to scale your firm
- You’ve spent a lot on software specialists and training that haven’t yielded much and you just want an easy-to-use software
Testimonial:
“Having something that was designed for an accounting or bookkeeping firm is extremely important. This last time I was looking for a solution, I only looked at ones that were designed for the accounting community, just because our needs are very niche. Using Asana and Trello means you have to make it work for you, as opposed to accounting-specific tools that get you halfway there already.” – AMANDA BIRCH, PRESIDENT (BIRCH ACCOUNTING AND TAX SERVICES LTD)
About Financial Cents:
Financial Cents is here to help your accounting firm get things done and grow. We make moving from basic tools or spreadsheets easy, with features that understand your business. With Financial Cents, you and your team will have everything in one place.
This means you can manage tasks, keep track of client work, set up standard ways of doing things, and work together better. Our tool helps you automate client communication and set reminders, so you spend less time chasing information. Whether you’re new to documenting your processes or have been doing it for a while, our customizable checklist templates will help you get started quickly.
