Carolina Velasquez Email

Customer Success Manager . Financial Cents

Current Roles

Employees:
23
Revenue:
$2.3M
About
Everything you need to scale your accounting or bookkeeping firm and take it to the next level. - Delegate & collaborate on client work with your team - Monitor your staff's progress to ensure nothing falls through the cracks - Save 10+ hours each week with custom workflow templates and workflow automation tools - Store all your client information, notes, and documents in one place so it's always easy for your team to find - Allow your team to track their team and create invoices for clients - Communicate and exchange documents with your clients - Automate the data collection process with client tasks - Never miss a deadline again by monitoring everything in on simple view
Financial Cents Address
555 Church St
Nashville, TN
Financial Cents Email

Past Companies

Financial CentsCustomer Success Manager
SmartVault CorporationCustomer Success Manager
Pediatric Home Healthcare, LLC.Account Manager

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