Accounting/CPA software doesn't solve enough of your problems
It's great for
Organizing and getting taxes done for your clients.
It's terrible for
Helping you manage all of the other processes required to run a successful practice.
That's why we searched every corner of the internet to find the most powerful team management software that was also flexible enough for a CPA or accounting practice to run their business and manage their team. We found it. It's called monday.com.
Objection!
monday.com sounds great, but I don't have time to learn a new platform."
Solution 🙂
Lucid Day's monday.com Custom Workspace for CPAs/Accountants
The flexibility of monday.com can feel daunting. As a CPA firm, your needs are different from the needs of a marketing company or sales team using monday.com. You don't have the time to learn and customize a new software that wasn't built specifically for CPAs already.
That’s why we have created a templated monday.com workspace specifically for CPAs and accountants, and we are giving it away for free.
How to Get Started with
monday.com and your
Free CPA Workspace
Sign up for your free trial of monday.com using the Lucid Day link
We schedule a call with you to discover if monday.com and our CPA template is the right fit for your firm
We schedule a 1-hr customized demo to show how monday.com could transform your firm
Monday.com fills in the gaps that your accounting software lacks.
Track and manage sales and onboarding process for new clients
Workflows and automated reminders for admin and client management tasks
Visibility into what your people are working on and how far along they are in the task
Ability for remote and hybrid workforce to collaborate effectively and efficiently
monday.com fills in the gaps that your accounting software lacks.
What's the deal with Lucid Day?
What's your connection to monday.com?
We exist to help companies get the most out of monday.com
Have you ever bought a piece of furniture from Ikea or online and when you got it home realized that it was a lot more complicated than you had expected? You know the end result will be worth it, but you’re a long way off from that.
That’s how we feel about monday.com.
The end result is the ideal practice management platform for accounting and CPA firms, but it can be a bit of a process to get there.
We believed the payoff for our clients would be so significant that we started Lucid Day to focus on helping our clients set up and use monday.com more effectively.