Accelerate your effective use of Financial Cents with our Fast-Start Onboarding Services
Data Import + Client Work Creation
Our team builds out all your clients, projects, and tasks.
- We will migrate all your client details, projects, and tasks from your existing system to your account.
- We will create your one-off and recurring projects for all your services, so your team can get working faster.
- We will help you to resolve any data errors
Self Service
Do it Yourself Free
- Free 14 day full feature free trial
- Help Center - Getting Started Guide & articles on fundamentals & best practices
- Tutorial Videos - Quick, but informative videos on how to use all features in FC
- World class customer support
Light
Basic Training & Like-Project Work Creation $ 500
- Discovery Call (pre-payment) - Discuss the process & verify your interest
- Data Import - Import unlimited clients, custom fields, upload basic FC templates & best practice template setup
- Like-Project Work Creation - Duplication of like-projects across the client base.
(limited to 500 projects) - Personalized Demo - We walk your team through the main features of FC and answer your questions. (1hr)
Intensive
Basic Training & Custom Work Creation $ 1000
- Discovery Call (pre-payment) - Discuss the process & verify your interest
- Data Import - Import unlimited clients, custom fields, upload basic FC templates & best practice template setup
- Like-Project Work Creation - Duplication of like-projects across the client base.
- Custom project creation (up to 500 unique projects).
- Personalized Demo - We walk your team through the main features of FC and answer your questions. (1hr)
Owner, Accountable Business Solutions