Services

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.
  • 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)
Cathleen Volk
Cathleen Volk
Owner, Accountable Business Solutions