Guest:
Gerry Anderson (Founder, Blue Canyon CPA)

 

About the Firm:

  • Blue Canyon CPA is a full service accounting, finance and tax firm with offices in Canada and the US.
  • Team of 7 across three offices
  • Offices in Ajax, Bowmanville and Toronto
  • Offer a  Hybrid work model – 4 day work week
  • Started in 1992

 

Highlights:

  • Before Financial Cents, Blue Canyon CPA struggled with
  • Keeping track of client engagements and what was left
  • Getting information from clients securely especially during the Pandemic
  • Using spreadsheets to manually track work
  • Inability to hold clients accountable for what we needed

 

In this webinar, Gerry shared how his team uses specific Financial Cents features like client tasks, chat, and notifications to maintain work quality and client satisfaction.

Timestamps:

  • 2:05 Introduction
  • 5:11 The Problems That Lead Us To Find A Solution
  • 7:36 Why We Chose Financial Cents
  • 11:52 How We Use Financial Cents Within Our Firm
  • 25:22 Live Demo
  • 29:58 Q&A

Next step:
See how Financial Cents can help you save time on manual work.

Start a free Trial Book a demo