This report includes

Evaluate your current spreadsheet-based workflow and identify pain points
Learn how to design workflows that cater to your specific processes so you can get the most out of your new software
Seamlessly move your data from spreadsheets to the new system without data loss
Provide your team with clarity and organization to get quality work done on time.
Track the status of work
Automate routine tasks and minimize manual errors
Manage your team's capacity
Track time for client work so you can see over-budget work
how to move form workflow to spreadhseet pdf

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.

playbook pdf _ move from spreadsheets to workflow