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Work type: Admin
Location: United States
Client industry: Generic
Version: 3 (Latest)
This template includes
- 9 tasks
ADMN - Best Practices For Adding Financial Cents Recat To Client File
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| Team Tasks | ||
|---|---|---|
| Watch Recat overview video | ||
| Set up with your own QBO file to test drive | ||
| Analyze what clients this will add efficiency for and which it will create chaos in processes that are working | ||
| Engage team members why this would be great for them and set up a session to train on it | ||
| Inform your clients this is coming and why it is going to be great for them | ||
| Add accounts to your client’s COA to pull into FC Recat | ||
| Test drive with your own QBO file or a client that is happy being your guinea pig (that would be my husband, and happy would be a strong word…) | ||
| Roll out to a few other easygoing clients to work out the nuances of how Recat will work for your firm | ||
| Implement for the rest of your clients that you are going to put on Recat | ||