This report includes
Who is this playbook for?
Bookkeepers and Accountants looking to:
- Transition to a virtual accounting business model
- Increase efficiency and flexibility
- Attract a diverse clientele from all corners of the globe
- Embrace cutting-edge technologies and automation for their firm
- Master the art of remote teamwork and collaboration
- Stay ahead of the curve in the ever-evolving world of accounting
“Virtual accounting presents opportunities to grow our business by tapping into a global workforce and serving nationally, not just regionally.”
NAYO CARTER-GRAY, EA | Owner, 1st Step Accounting
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.
