Financial Cents
Carolina Velasquez is an experienced Customer Success Manager currently with Financial Cents since October 2023. Prior to this role, Carolina served in similar positions at SmartVault Corporation from August 2021 to October 2023, and held various roles including Account Manager and Staffing Coordinator/Recruiter at Pediatric Home Healthcare, LLC. from October 2017 to March 2021. Carolina's early career includes positions as a Server at Salt ‘N Pepper Group and a Client Service Representative at Regus. Beginning in January 2013, Carolina worked as an Account Coordinator and Administrative Assistant at SGF Global. Carolina holds a Bachelor of Arts degree in Integrated Communications from the University of Houston.
Financial Cents
Financial Cents is an easy-to-use practice management software built specifically for accounting and bookkeeping firms. Track client work, get client responses faster, and organize everything with one easy-to-use software that your team will love. FEATURES Integrated email Workflow and to-do lists Workflow automation Client Requests (email & text notifications) Client Portal & File sharing Document management Time tracking & billing Client CRM Budgeting & Reporting e-signatures (coming soon) Billing (coming soon)