Financial Cents is a cloud-based practice management software designed specifically for accounting and bookkeeping firms. Financial Cents helps firms streamline client work, accelerate client communication, and organize their operations in a single, easy-to-use platform.
What services and features does Financial Cents offer?
Financial Cents provides a suite of tools aimed at improving efficiency and transparency for accounting teams. Core features include:
- Integrated email for seamless communication
- Workflow and to-do lists to track client work
- Workflow automation for repetitive processes
- Client Requests with email and text notifications
- Secure Client Portal and file sharing
- Document management for organizing important files
- Time tracking and billing capabilities
- Built-in Client CRM
- Budgeting and reporting tools
- E-signature functionality
- ReCats for uncategorized transactions
- Comprehensive billing tools
These features enable accounting and bookkeeping firms to manage deadlines, collaborate as a team, and provide a better client experience—all from one centralized system.
Who uses Financial Cents?
Financial Cents serves small to mid-sized accounting and bookkeeping firms seeking to improve their practice management workflows. Some of their customers include professionals like Michael McMullin (Managing Partner at Jack Trent & Co.), Krista Sievers (Owner at Advanced Plus Bookkeeping), John Griffing (Managing Partner at Intelesoft Financials), Daniel Breez, Tammatha Denyes, Shannon Theis, Chris Wicks, Jonathan Burns, Veronica Glac, Cathleen Volk, Nancy Wilson, James Castaldo, Addison Schwan, Kay Gregg, Breanna Barnes, Connor Metcalf, Helen Honeybourne, Amy McNary, and Husain Haroun. This highlights their focus on supporting a wide range of accounting professionals and firm owners.
How was Financial Cents started?
Financial Cents was founded by a team with deep experience in accounting, practice management, and software development. Key members include Shahram Zarshenas, Michael McMullin, Krista Sievers, John Griffing, Daniel Breez, Tammatha Denyes, and Shannon Theis. The founding team’s background in running and advising accounting firms has shaped the platform’s feature set and usability, ensuring it meets the specific needs of its target market.
What makes Financial Cents different?
Financial Cents differentiates itself with a focus on simplicity and ease of use, tailored specifically for accounting and bookkeeping teams. The platform combines communication, workflow, and client management tools in a single solution, aiming to reduce manual tasks and keep teams organized without a steep learning curve. Its integrated approach to document sharing, client requests, and workflow automation supports accounting professionals in delivering timely, accurate services to their clients.
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