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