Month-End Close
Simplify your routine tasks with these essential steps for month-end close.
Month-End Close Template
Download your free Month-End Close template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template provides a streamlined process for completing a simple month-end close for Australian entities.
It includes tasks for collecting client documentation, preparing the file, reviewing transactions, and closing the month. The workflow is divided into structured sections such as Client Info Collection, Preparation, Review, and Completion.
Roles are clearly assigned, with due dates and priorities set throughout the workflow. Automators are used to manage task progression and ensure smooth handovers between team members.
This template is fully customisable to suit your specific month-end processes and internal team structure.
This template is part of the Australian Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are designed to help you quickly get started with Karbon templates.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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