Financial Cents

Step 1: Create a monthly bookkeeping workflow template.

Step 2: Assign tasks to team members with due dates.

Step 3: Track progress and identify bottlenecks.

Step 4: Review and finalize the bookkeeping records.

Step 1: Send a branded proposal and engagement letter via Financial Cents.

Step 2: Collect client information and documents through the client portal.

Step 3: Set up client billing and payment preferences.

Step 4: Schedule an introductory call with the client.

Step 1: Create a tax season workflow with predefined tasks.

Step 2: Assign tax returns to team members.

Step 3: Monitor progress and deadlines.

Step 4: Review and submit completed tax returns.

Step 1: Integrate email with Financial Cents.

Step 2: Create tasks directly from client emails.

Step 3: Communicate with clients through the client portal.

Step 4: Track all communications in the audit trail.

Step 1: Set up automated billing schedules.

Step 2: Send invoices to clients via Financial Cents.

Step 3: Accept online payments through the platform.

Step 4: Sync invoices with QuickBooks Online.