Date: Thursday, September 21 |  12.00pm EDT

Guest: Michael McMullin, CPA (Managing Partner, JTC CPAs)

JTC CPAs have been in business for over 14 years, offering CPA services including small business bookkeeping and tax preparation to clients from 4 office locations. 

When Michael Mullins, CPA, joined JTC CPAs in 2016 to help grow the firm and improve operations, one of the first things he did was to find a way to help the firm move from sticky notes to something better. He started by introducing workflows and looking for a work management solution. 

With clearly defined goals of what they needed in a workflow software, and after trying other software that just didn’t work, Michael found Financial Cents ticked all the boxes for them and gave it a try.

They have stayed with Financial Cents since then and depend on the software to improve operational efficiency.

In this webinar, he’ll share exactly how his team of over 20 staff members uses Financial Cents to stay efficient.

Now, with Financial Cents we can all stay up to date on the status of work, complete actions without additional steps, and collaborate seamlessly. When a client calls to ask for an update, we can go into the project and see all the history - from the notes we’ve made, to the emails we’ve sent, with date and time stamps on them. That’s very beneficial to a manager because it helps with managing clients especially when they have a complaint. It’s also beneficial for when someone’s out of the office, and a client calls, somebody else can go into that project, read the comments, know what needs to happen next and keep the project moving."

Michael McMullin, CPA, Managing Partner, JTC CPAs

Timestamps:

  • 0:04 Using financial management software for accounting firms.
  • 4:03 Growing a tax service business with Financial Cents.
  • 10:43 Streamlining tax return process with automated tags and workflows
  • 16:59 Streamlining tax return process with Financial Cents.
  • 25:11 Using Financial Cents for efficient client management.
  • 29:53 Financial management software integration and workflow.
  • 37:39 Project management for tax-related tasks.
  • 43:48 Using Financial Cents for task management and client notifications.