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Bookkeeping best practice checklist

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This detailed template outlines complete monthly bookkeeping steps including weekly bookkeeping, bi-weekly payroll, gathering documents, adjustments, reports, and review. Split into seven sections, it includes critical details for each step including task owner, duration and due date. 

This best practice template was featured in Efficient bookkeeping workflows with Karbon and Hubdoc. Watch the video to learn a recommended process that brings the best of Karbon and Hubdoc together that will help you fine-tune your own bookkeeping processes.

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