MISC Documents

Marketing Collateral

• Analytical Procedures for Audits & Reviews
• CPA: Generating Bank Referrals
• Keep It Simple
• Projections Make the Difference

Online Classes

• Sign Up For Online Classes

Tutorial Help

• Best Practices
• How do I print the custom header?
• How does ProfitCents decide what goes into the industry data?
• Quick Tips
• Sageworks Security Best Practices
• Why do the radio buttons not appear when I am trying to integrate and I am already in IE?

Input Screens/Questionnaires/Templates

• Temp Download
• Projections Input Worksheet
• Excel Integrator Template

Peachtree Integration

• How do I troubleshoot Windows 10 & Peachtree integration "insufficient permission" problems
• What Does ProfitCents Do With My Xero Data?
• How Often Does ProfitCents Sync Data From Xero?
• What Data Does ProfitCents Retrieve From my Xero?

Add-ons

• Actual vs. Budget Excel Addin For PC
• What is Client Management Portal?