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 collaboration, and stay productive without work falling through the cracks.
Instantly download this Playbook as a PDF
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Who is this playbook for?
Bookkeepers and Accountants looking to:
- Save time and minimize errors
- Set up processes to make your firm and team efficient
- Gain clear insights into your operations for better decision-making
- Grow your business without worrying about scalability issues
Testimonial
“I used to be able to “hold” the whole business in my head. Recite our client list, recall what month each one was billed out through. One day I was in a new client interview and they asked me what other clients we worked together with and I couldn’t remember. I realized then we’d grown beyond my working memory.” -CHRISTINA GRIMM OWNER, CG BOOKKEEPING
About Financial Cents
Financial Cents exists to help you get work done and scale your firm through an integrated workflow solution.
We make your transition from spreadsheets or generic project management software seamless through easy-to-use features built with industry nuances in mind.
With Financial Cents, you and your staff will have a single source of truth so you can access all the information you need to get work done. You can create and assign tasks to your staff, track the status of client work, standardize your workflows, and collaborate with your team. Automate client requests and set reminders to save your team the stress of chasing down clients for information.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
