This report includes

The challenges Birch Accounting faced with losing vital information and ineffective capacity planning.
Their initial efforts using spreadsheets and generic, inflexible project management tools.
The transition to Financial Cents and how it specifically addressed their issues.
Benefits achieved: Improved information organization, effective team capacity management, and enhanced collaboration.
Financial Cents ChatGPT accountants pdf

Testimonial:

“Having something that was designed for an accounting or bookkeeping firm was extremely important. The 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