WEBINAR
Walkthrough Webinar
Join this live webinar for a start-to-finish guide on how to set up accounting workflow automation using Financial Cents and Zapier.
You'll go away feeling confident about automating your accounting firm's processes, saving hours in manual work, and improving efficiency.
MAY 16, 1PM EST
About the webinar
When firms decide to move from manual ways of managing their workflows to automating everything, they often feel overwhelmed, even confused about where to begin. This can lead to procrastination or never getting started.
In this webinar, Nayo will walk you through the process of using Financial Cents' integration with Zapier to automate accounting processes from start to finish.
This webinar is for you if:
- You’re new to workflow automation and need a step-by-step guide
- You want to learn how to use Zapier with Financial Cents to make your workflow smooth
%20(1).jpg "YouTube thumbnail (option 2) (1)")
Agenda
-
Laying the groundwork for setting up workflow automation
-
Why workflow automation is important
-
The start to guide process of setting up workflow automation with Financial Cents and Zapier
-
Carrying your team along in the process
About Nayo Carter-Gray
Nayo has garnered over 25 years of tax and accounting experience both in the public and private sector, a certified “techie”, she wanted to help save the planet so she decided that a virtual, paperless accounting practice would be the most efficient way, along with recycling. With this practice she gets to explore cloud-based solutions that make running a small business possible from anywhere you can connect to the internet.
She is licensed by the US Treasury as an Enrolled Agent, a QuickBooks Online Advanced Certified Proadvisor, a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.
About Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.