The CPA Solution
Solution by
Manage all aspects of your accounting, bookkeeping, and CPA tasks.
Contact partner- 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.
- Manage recurring tasks
- See a full history of your financial transactions
- Client interaction and management (CRM)
- Centralized communication platform
- Staff and team management
Key features
- Custom onboarding, training, and implementation services.
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 partnerContact information
Address: Minneapolis, MN
Phone: +1 866 301 0049
Email: julie@lucidday.com
Website: https://lucidday.com/
