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Playbooks

How Financial Cents Helps Badger CPA Streamline Their Workflows and Manage Capacity

Is your accounting firm bogged down by missed deadlines and overworked staff? Discover Badger CPA's success story with Financial Cents. This case study shows how…

February 15, 2024

Guide Practice Management

Discover How Financial Cents is Helping Ritter’s Accounting & Tax Services Prevent Work From Slipping Through the Cracks

This firm started out by tracking work with notebooks and to-do lists then advanced to something more fancy – Google sheets. They could access files…

February 15, 2024

Guide Accounting Workflow

Why Firm Owners Switched From Other Accounting Workflow Software Solutions to Financial Cents

Tired of juggling multiple software for accounting tasks? Learn from real-life stories of firms that switched to Financial Cents for a more unified, efficient workflow.…

February 6, 2024

Guide Accounting Workflow

Firm Owners Share Why They Switched From Spreadsheets to Financial Cents

Discover a clear, streamlined way to manage your accounting tasks with Financial Cents. This collection, packed with real-life success stories, is your path to making…

February 6, 2024

Guide Practice Management

Firm Owners Share Why They Switched from Generic Project Management Software to Financial Cents

Move past the limits of ordinary project management tools. Discover how Financial Cents is specially made for accounting and bookkeeping firms like you. This case…

February 6, 2024

Guide Accounting Workflow

Report: The State of Accounting Workflow Automation (2024)

Discover the workflow challenges firms owners like you faced in 2023, impact on work, attempts they made to solve them, and what role (if any)…

February 1, 2024

Guide Practice Management

Playbook: How to Start a Thriving Virtual Accounting Firm

According to reports, the average firm spends $18,000 on in-office space and another $1,844 on office supplies per employee, but that doesn't have to be…

January 30, 2024

Guide Marketing

Playbook: LinkedIn Growth Guide For Accountants

Don't let your LinkedIn profile be just another page. This guide will show you how to build a strong personal brand, maintain good working relationships,…

January 29, 2024

Guide Accounting Workflow

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…

December 11, 2023

Guide Practice Management

The Firm Automation Playbook

This playbook is not just about technology; it's about transforming the way you work. Following the steps outlined, you are well on your way to…

October 19, 2023

Guide Practice Management

Playbook: A Primer on Accounting Project Management and How to Consistently Hit Your Deadlines

Tonya Schulte, Founder of The Profit Constructors, shares how her firm sees project management, gets quality work done, consistently meets deadlines, and the role Financial…

October 19, 2023

Guide Accounting Workflow

Playbook: How to Move from Spreadsheets to Workflow Management Software

Leave the spreadsheet struggles behind, a more streamlined workflow software awaits. With this playbook, you’ll get practical tips on how to simplify processes, improve team…

October 14, 2023

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