Setting up the My Financials App
Step 2: Add a company (CFO or MBA Products)
Step 3: Follow the 5 Steps of CPA Set up
- Sync in a company
- Categorizing Chart of Accounts
- Set up Fiscal Year start month & Generate your client's budget
- Set up Mobile App Income & Tax info
- Create a Branding & Client Login ( Optional: user can create that later)
- Finish!
User can create a Business Owner login by clicking 'Add App User' on the right-hand corner.
Step 5: Enter their email and create a password for your client (If you have created that during the set up, the client will be shown on the 'Manage my Financial App'
Step 6: Send this url: https://my-financials.com with the login credentials to your client for any web browser or have them download 'My Financials Mobile App' for iOS and Android with the link: https://my-financials.com/support/
