You're booked. See you on the call.
Your calendar invite is on its way, with the meeting link and an option to reschedule. On the 30-minute call we'll walk through how Finlens drafts the month-end entries and posts them to QuickBooks Online when you approve, whether you close the books for clients or for your own company.
What we'll cover
-
01
Your close today
How your month-end runs now, how many QuickBooks Online companies you close, and where the hours go.
-
02
A live walkthrough
Prepaids, deferred revenue, fixed assets and multi-entity consolidation, drafted in Finlens and posted to QuickBooks Online when you approve.
-
03
Pricing and next steps
A plan that fits your firm or your company, and what onboarding looks like. Nothing to sign on the call.
Get the most from the call
-
Know roughly how many QuickBooks Online companies you close each month, whether that is one or forty, and who closes them.
-
Note the two or three close tasks that take the longest each month. We'll start there.
-
Forward the invite to whoever owns the close, whether that is a partner, a controller or an ops lead.
Need a different time? Use the reschedule link in your invite, or email support@finlens.app.
While you wait
A few things worth a look before we meet.
