This report includes

How your firm can effectively get work done on time
How to structure your team for project management success
How to identify your project management challenges so you can find a solution
How to streamline and automate repetitive tasks
Recommended accounting project management tools to use
How to set clear expectations and report on project progress to clients
Project management for accountants PDF playbook

Who is this playbook for?

Bookkeepers and Accountants who are eager to:

  • Learn how to structure, organize, and execute projects with precision
  • Consistently meet and exceed deadlines
  • Reduce errors and improve productivity
  • Learn how to manage client expectations
  • Set up processes to make their team efficient

Quote

“With Financial Cents, we’re able to upload standardized templates and know exactly how a month-end close should look like for each one of our clients. And if we’re not hitting that mark, then our Quality Assurance Manager can see what each one of the bookkeepers across our internal and external teams are doing and what roadblocks may be affecting them” –Tonya Schulte, Founder of The Profit Constructors

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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.

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image with Financial Cents dashboard on a laptop