Financial Cents

Financial Cents

Software Development

Atlanta, Georgia 3,601 followers

Accounting Practice Management Software to Easily Track Client Work, Manage Staff & Hit Your Deadlines. #GetWorkDone

About us

Financial Cents is an easy-to-use practice management software built specifically for accounting and bookkeeping firms. Track client work, get client responses faster, and organize everything with one easy-to-use software that your team will love. FEATURES Integrated email Workflow and to-do lists Workflow automation Client Requests (email & text notifications) Client Portal & File sharing Document management Time tracking & billing Client CRM Budgeting & Reporting E-signatures ReCats for uncategorized transactions Billing

Industry
Software Development
Company size
11-50 employees
Headquarters
Atlanta, Georgia
Type
Privately Held
Founded
2020
Specialties
Software, Accounting software, Bookkeeping software, Workflow management, and Client CRM

Products

Locations

Employees at Financial Cents

Updates

  • View organization page for Financial Cents , graphic

    3,601 followers

    Hello, 2025! 🎉 We’ve been waiting for you. *flips hair* 2024 was a total serve—big wins, happy customers, and moments that made us go, “Did we just do THAT?” (Spoiler: We did. 🚀) But this year? Oh, we’re turning the dial all the way up. As Shahram Zarshenas has said, we've got bigger goals, bold moves, and even more ways to help accounting firm owners slay their workflows. To our customers and supporters: You’re the reason we do what we do. Let’s make 2025 ICONIC.

  • Make your Year-End Reviews smoother than ever! Now’s the time to reflect on what worked (and what didn’t) while it’s still top of mind. Join Malia White, MBA, as she walks you through her firm’s proven review process—so you can apply it, too! Date: Tuesday, February 18 Time: 2 PM EST Why join? ✔️ See a proven Year-End Review workflow in action. ✔️ Walk away with practical tips to refine your current process. ✔️ Live Q&A—get expert advice and answers in real time! 🎁 Bonus: Attendees receive the recording & Year-End Review Checklist Template to implement right away! Don’t miss out, register now! https://hubs.li/Q036_Hw60 #WorkflowLive #LevelUpYourWorkflow

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  • View organization page for Financial Cents , graphic

    3,601 followers

    Shoutout to Astrid Daniela Galvez, E.A., MTx! Congratulations on being the second winner in our ongoing #FC6KWalkChallenge! Well done, for finding creative ways to stay fit during the busy season. This week’s prize: A medium-density foam roller—perfect for your stretching and recovery routine! Want to join the challenge and win awesome prizes? Here’s how to join: - Walk 6,000+ steps or more daily this week. - Post your daily steps on Facebook, LinkedIn, or X. - OR DM us your pictures and step counts. Don’t forget to tag us @FinancialCents and use the hashtag #FC6KWalkChallenge so we can follow along! Keep those steps coming—your body (and future prizes) will thank you! #Accountingandaccountants #Taxseason

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  • Financial Cents reposted this

    View profile for Tosin Thomas, graphic

    Head of Marketing at Financial Cents | Virtual Events | Remote Marketing Job Tips | Marketing Tools Recs & Tutorials

    Customer obsession isn't just a buzzword at Financial Cents ; it’s a core value that every team member is scored against during quarterly reviews. At Financial Cents, customer feedback isn’t just heard—it drives action. Every feature, process, and improvement is shaped by insights from the people we serve. We collect feedback through: - A Facebook User Group where our team, including the CEO and CTO, personally respond to questions and suggestions. - Monthly internal calls to gather customer feedback and insights from every department. - Regular customer interviews and chats to get feedback on features, UI designs, and marketing strategies. - Monthly new feature webinars to showcase our latest improvements based on user requests and collect additional feedback. - A public product roadmap, allowing users to upvote the features they want to see next. - A content committee of accountants and bookkeepers who review our marketing materials to ensure relevance and value. This commitment to listening and improving is why: ✔️ Word of mouth and referrals are our strongest marketing channels. ✔️ Customers light up when they see us at conferences—because we feel like old friends. ✔️ Firms stay with us for years, through every phase of their growth (and ours). ✔️ Our content resonates deeply with our audience—because it’s created with their input. This is what customer obsession looks like in action. it’s who we are. And it’s why I am so proud to be part of #TeamFC—the dream team for any marketer! PS: The work insights report will be released by Q2 at the latest! 💪

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  • Financial Cents reposted this

    View organization page for Financial Cents , graphic

    3,601 followers

    We know tax season can feel like a marathon, so why not add some actual steps to the mix?🏃 This month, we’re challenging you to hit 6,000 steps a day for a chance to win some awesome prizes from Bala Bangles to a foam roller and a lot more. Here’s how to join: 1️⃣ Walk 6,000+ steps or more daily this week. 2️⃣ Post your daily steps on Facebook, LinkedIn, or X. 3️⃣ Don’t forget to tag us @FinancialCents and use the hashtag #FC6KWalkChallenge so we can follow along! The person with the highest average steps by the end of every week takes home the prize. Let’s make tax season a little healthier and more fun! Who’s in? 🙌 #TaxSeasonWellness

  • View organization page for Financial Cents , graphic

    3,601 followers

    You could be running the most efficient, client-focused firm out there, but if you’re not locking down your data, you’re a prime target. A single breach could cost your firm money, trust, and even your reputation. The good news? You don’t have to figure it out alone. These accounting security experts are already leading the way: 🖥️ Andrew Lassise – IT & cybersecurity specialist for accountants (CEO, Tech4Accountants). Brad D. Messner, MBA, CBSA, EA – Global security expert & third-gen tax firm owner. Randy Johnston – Tech strategist helping firms future-proof their security. Jim Bourke CPA CITP CFF CGMA – Cybersecurity & risk advisory leader (Withum). Donny Shimamoto, CPA, CITP, CGMA – IT thought leader helping firms level up. Brian Tankersley, CPA, CITP, CGMA – Consultant & expert in accounting tech. Roman Kepczyk, CPA, CITP, CGMA – Automation & cybersecurity expert (Rightworks). Your accounting firm’s security is only as strong as the knowledge you have. Are you following the right people? Tag an accounting security expert who deserves a shoutout in the comments. #Accountingandaccountants #security #accounting

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