WEBINAR
Automate your processes: From proposal to onboarded and paid
Learn how to trim your tech stack and automate everything from the beginning of client relationships to getting paid.
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📍 Virtual Event
📆 April 11th 2024
🕒 12.00pm ET
What you can expect
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Identify areas of your firm you can start automating today
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Understand how automation can make your onboarding smoother
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Understand how automation can make getting paid more straightforward
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Learn how to automate everything with as few apps as possible
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See how firms like yours are streaming and automating their processes too
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.
About Anchor
Your entire process, from Proposal to paid- Automated.
Anchor gets your firm paid on time every time while increasing your revenue and slashing your costs by completely automating your firm’s proposals, billing, payment collections, and reconciliation, end-to-end!
With a free signup option, $0 for ACH transfers, and no subscription fee, Anchor has quickly become the leading financial foundation implemented by accounting firms, bookkeeping practices, and other service-based businesses across the United States.
