ADMN - Best Practices For Adding Financial Cents Recat To Client File

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About this template

This workflow lays out how to add Recats to a client file.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

  • 9 tasks
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

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