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Full Send - Accounting & Data
United States
เข้าร่วมเมื่อ 25 ก.ค. 2022
Full Send is on a mission to elevate financial and operational data. An accounting and data consulting firm focused on improving outcomes for growth companies.
www.fullsendfinance.com
www.fullsendfinance.com
Financial Cents: Top 3 Features Review [2025]
In this video, I walk you through three powerful features of Financial Cents that can streamline your workflow, improve efficiency, and save time in your accounting firm. Whether you’re managing multiple projects, automating tasks, or leveraging ready-to-use templates, Financial Cents has the tools to help you stay organized and productive!
🔍 What You’ll Learn:
✅ User-Friendly Interface: Easily navigate, customize views, and filter tasks.
✅ Template Library: Access 100+ workflow templates created by top accounting professionals.
✅ Automations & Workflow Management: Reduce manual work with task automation and auto-emails.
📌 Timestamps:
00:00 - Introduction & Overview
00:24 - Navigating the Financial Cents Dashboard
01:50 - How to Customize Views & Save Filters
03:15 - Using the Template Library for Workflow Efficiency
04:45 - Automating Workflows & Reducing Manual Tasks
06:30 - Final Thoughts & How to Get Started
💡 Why Use Financial Cents?
✔️ Simplifies project and task management
✔️ Enhances team collaboration
✔️ Reduces repetitive manual work with automation
✔️ Increases firm efficiency & profitability
🔗 Try Financial Cents Today: hubs.li/Q02NFYrk0
💬 Have questions or feedback? Drop a comment below or reach out to Financial Cents on LinkedIn, Facebook, or their support team!
🔍 What You’ll Learn:
✅ User-Friendly Interface: Easily navigate, customize views, and filter tasks.
✅ Template Library: Access 100+ workflow templates created by top accounting professionals.
✅ Automations & Workflow Management: Reduce manual work with task automation and auto-emails.
📌 Timestamps:
00:00 - Introduction & Overview
00:24 - Navigating the Financial Cents Dashboard
01:50 - How to Customize Views & Save Filters
03:15 - Using the Template Library for Workflow Efficiency
04:45 - Automating Workflows & Reducing Manual Tasks
06:30 - Final Thoughts & How to Get Started
💡 Why Use Financial Cents?
✔️ Simplifies project and task management
✔️ Enhances team collaboration
✔️ Reduces repetitive manual work with automation
✔️ Increases firm efficiency & profitability
🔗 Try Financial Cents Today: hubs.li/Q02NFYrk0
💬 Have questions or feedback? Drop a comment below or reach out to Financial Cents on LinkedIn, Facebook, or their support team!
มุมมอง: 15
วีดีโอ
75 CAS Ops: How To Choose A Workflow Tool
มุมมอง 22 ชั่วโมงที่ผ่านมา
On today’s episode of CAS Minute, we’re diving into workflow systems for CAS firms. We’ll cover why workflow is more than just task management, what features to prioritize, and the pros and cons of leading tools like Financial Cents, Karbon, Canopy, and mainstream project management software. If you’re looking for a scalable, efficient way to manage client work and quality control, this episode...
6 The Easiest Use Case for SMB Data: Churn Prediction
มุมมอง 52 ชั่วโมงที่ผ่านมา
On today’s episode of Data Fuel, we explore how SMBs can use data to predict and prevent customer churn. Learn how to identify churn signals, build a churn prediction model, and implement insights into your daily operations. By proactively managing customer retention, your business can reduce churn, improve loyalty, and increase revenue. Main Topics: • Why customer churn prediction is the easie...
Should I Niche in my CAS Firm?
มุมมอง 714 ชั่วโมงที่ผ่านมา
On today’s episode of CAS Minute, we’re taking a tongue-in-cheek look at the advice to “niche down.” While niching can bring clarity and focus, it also comes with challenges: smaller markets, limited scalability, and the risk of following trends too closely. We’ll cover the pitfalls of extreme niching, how to determine the right level of focus, and why staying broad might be the smarter play fo...
Blogging for Accounting Firms
มุมมอง 919 ชั่วโมงที่ผ่านมา
On today’s episode of CAS Minute, we’re redefining blogging for accounting firms. Blogging is no longer about gaming SEO or chasing search rankings-it’s about creating a hub that connects your audience to your expertise and services. We’ll dive into why blogging remains relevant, how to leverage it in an era dominated by social media, and how to create content that builds trust and drives leads...
How to Implement Dashboards for your SMB
มุมมอง 719 ชั่วโมงที่ผ่านมา
On today’s episode of Data Fuel, we explore how SMBs can implement effective dashboards that align strategy, foster accountability, and drive results. Learn how to pick the right metrics, avoid dashboard sprawl, and embed dashboards into your business processes to create a culture of data-driven decision-making. Main Topics: How to choose KPIs and metrics that align with organizational strategy...
72 CAS Sales: 5 Referral Programs You can Create
มุมมอง 6วันที่ผ่านมา
72 CAS Sales: 5 Referral Programs You can Create
71 CAS Growth: 3 Mistakes I Made Early On
มุมมอง 10วันที่ผ่านมา
71 CAS Growth: 3 Mistakes I Made Early On
70 CAS Growth: Your Firm Should Be More Like Cottage Cheese
มุมมอง 914 วันที่ผ่านมา
70 CAS Growth: Your Firm Should Be More Like Cottage Cheese
69 CAS SPECIAL: Amy Bridges CAS Benchmark Survey Review
มุมมอง 2814 วันที่ผ่านมา
69 CAS SPECIAL: Amy Bridges CAS Benchmark Survey Review
68 CAS Growth: Starting an Accounting Firm?
มุมมอง 1321 วันที่ผ่านมา
68 CAS Growth: Starting an Accounting Firm?
66 CAS Growth: Client Onboarding is HARD, Make it Easy
มุมมอง 921 วันที่ผ่านมา
66 CAS Growth: Client Onboarding is HARD, Make it Easy
65 CAS Future: Building a Scalable CAS Firm
มุมมอง 1228 วันที่ผ่านมา
65 CAS Future: Building a Scalable CAS Firm
64 CAS Sales: Charm Pricing, is it Right For CAS?
มุมมอง 628 วันที่ผ่านมา
64 CAS Sales: Charm Pricing, is it Right For CAS?
What is Data Monetization? A Look Into Data Monetization for SMBs
มุมมอง 1528 วันที่ผ่านมา
What is Data Monetization? A Look Into Data Monetization for SMBs
63 CAS Sales: Stop Selling Services, Start Selling Outcomes
มุมมอง 4หลายเดือนก่อน
63 CAS Sales: Stop Selling Services, Start Selling Outcomes
Transforming SMBs: Starting With A Data-Driven Culture
มุมมอง 12หลายเดือนก่อน
Transforming SMBs: Starting With A Data-Driven Culture
62 CAS Recap: Top CAS Insights to Take Into 2025
มุมมอง 4หลายเดือนก่อน
62 CAS Recap: Top CAS Insights to Take Into 2025
61 CAS Next: Benchmark Survey - Scope Creep, Service Bundling, and Ideal Client Profile
มุมมอง 1หลายเดือนก่อน
61 CAS Next: Benchmark Survey - Scope Creep, Service Bundling, and Ideal Client Profile
59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce Globalization
มุมมอง 4หลายเดือนก่อน
59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce Globalization
58 CAS Next: Benchmark Survey - Scaling SMART - Niching & Staffing
มุมมอง 3หลายเดือนก่อน
58 CAS Next: Benchmark Survey - Scaling SMART - Niching & Staffing
57 CAS Tech: What's NEXT for CAS Tech? (4 of 4)
มุมมอง 5หลายเดือนก่อน
57 CAS Tech: What's NEXT for CAS Tech? (4 of 4)
56 CAS Tech: 3 Ripple Effects of your Tech Decisions (3 of 4)
มุมมอง 1หลายเดือนก่อน
56 CAS Tech: 3 Ripple Effects of your Tech Decisions (3 of 4)
55 CAS Tech: Condensing your Tech (2 of 4)
มุมมอง 3หลายเดือนก่อน
55 CAS Tech: Condensing your Tech (2 of 4)
54 CAS Tech: Optimal Tech Stack (1 of 4)
มุมมอง 8หลายเดือนก่อน
54 CAS Tech: Optimal Tech Stack (1 of 4)
53 CAS Sales: Finding Clients on Day 1, A Beginner Guide
มุมมอง 22 หลายเดือนก่อน
53 CAS Sales: Finding Clients on Day 1, A Beginner Guide
52 CAS Ops: CAS 2.0? It's Missing Something HUGE.
มุมมอง 12 หลายเดือนก่อน
52 CAS Ops: CAS 2.0? It's Missing Something HUGE.
51 CAS Sales: Give First. Stop Selling Sales Consultations.
มุมมอง 32 หลายเดือนก่อน
51 CAS Sales: Give First. Stop Selling Sales Consultations.