The CPA Solution

Solution by

Manage all aspects of your accounting, bookkeeping, and CPA tasks.

Use case: Finance
Industry: Financial services
Region: Global

Seamlessly track everything for your CPA business, from recurring tasks, history of transactions, client management, centralized communication, and staff management.

Key features

Manage recurring tasks
See a full history of your financial transactions
Client interaction and management (CRM)
Centralized communication platform
Staff and team management

Services

Custom onboarding, training, and implementation services.

About the partner

We exist to help people work really well from anywhere, and monday.com is the tool we recommend. We’re “process” nerds. That’s why we love how monday.com allows businesses to organize, track, and see their processes on a clean, well-designed platform. We’ve done software implementation and consultations for years. monday.com is the ideal project management system for businesses adapting to remote work and dispersed teams.

Contact partner