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Playbooks

Your central resource for workflow templates, expert guidance, and practical tips to help you stay organized, save time, and enhance productivity this tax season.

July 25, 2025

Guide Accounting Workflow

Master the Client Lifecycle

Streamline Every Step from Client Onboarding to Offboarding in this 5-Day Email Course with Alyssa Ciera

December 18, 2025

Guide Accounting Workflow

Build a Buyer-Ready Practice

Join this free 5-day email course with Adam Shay and learn how to build a buyer-ready accounting firm with strong workflows, predictable capacity, and scalable…

December 16, 2025

Guide Accounting Workflow

Take Control of Your Firm: Join the 5-Day Client Management Email Course

Join Dawn Brolin, CPA, CFE, for a focused 5-day email course designed to help you bring structure, sanity, and strategy to the way you manage…

June 11, 2025

Guide Accounting Workflow

Take Charge of Your Tax Workflows: Join the 5-Day Tax workflow Mastery Email Course with Nick Boscia, CPA, EA

If you’re an accounting professional feeling overwhelmed by manual processes, scattered workflows, and endless stress, it’s time to make a change.

January 23, 2025

Guide Accounting Workflow

The 5-Page Guide to Setting Up Workflow Automation That Works With Kellie Parks, CPB

Managing endless to-do lists and repetitive tasks can leave you stretched thin. This free guide, created in collaboration with Kellie Parks, CPB, offers a simple,…

December 2, 2024

Guide Accounting Workflow

The 5-Page Guide to Using GenAI Tools in Your Accounting Workflow with Mark Wickersham

If you're not leveraging GenAI tools, you're falling behind. Imagine the stress, inefficiency, and missed opportunities that would result from not adopting these game-changing tools.…

September 26, 2024

Guide Accounting Workflow

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.…

August 20, 2024

Guide Accounting Workflow

The 5-page Guide and Checklists to Implementing Accounting Workflows Fast

Are you finding it challenging to streamline your accounting processes? Does the thought of implementing a new workflow feel overwhelming and time-consuming? You're not alone,…

June 13, 2024

Guide Accounting Workflow

Transform Your Firm: Sign up for the 5 Days of Workflow Email Course with Kellie Parks, CPB, FCPB

Join Kellie Parks, CPB, for a transformative 5-day email course designed to educate, inspire, and equip you with the tools and knowledge to overhaul your…

May 27, 2024

Guide Practice Management

Everything You Need to Know About How Financial Cents Helps JTC CPAs to Be More Organized and Efficient

Discover how JTC CPAs transformed their disorganized workflow into a model of efficiency. Say goodbye to the chaos of sticky notes and ineffective apps. Read…

February 15, 2024

Guide Practice Management

The Simple Way Birch Accounting Uses Financial Cents to Organize Important Information, Collaborate Better, and Manage Team Capacity

Discover the Birch Accounting story: From losing crucial data and struggling with team capacity, to mastering organization and collaboration with Financial Cents. Learn how this…

February 15, 2024

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