On December 13th, 2022 Heather and Liz were joined by Shahram Zarshenas from Financial Cents to discuss organizing your firm and getting more done.
Shahram mentioned baking a cake as an analogy: When your firm is small, maybe just you and a few clients, everything you need to know is in your head or maybe on your desk. Once you have more employees and more clients it gets harder to keep track of all that information. Like having a recipe but your kitchen is unorganized.
With Financial Cents you can keep all of that information in one place and you’re starting to get more organized, your kitchen is looking better and you have all of your ingredients ready to go. Financial Cents allows you to manage and track client work and it offers team and client collaboration directly inside of its software. All of your client’s notes, documents and information is all in one place. Once you get it all up and running, you can enjoy your final product, your completed cake!
This week’s drink was a workflow sour! Shahram even had his new cup from Quickbooks Connect!
Shahram showed Liz and Heather a demo of Financial Cents which can really be the single source of truth for your firm. Your team can get the visibility and all of the “ingredients” for getting work done. From the main dashboard the firm owner can see who is working on what, when the work is due, the status of the work and the client it is for. As the firm owner you know everything that is going on. As a team member you can see the same things for the clients you are working on instead of the whole firm’s work. There are filters for bookkeeping work, reviews, due dates and way more custom filters.