Cash Flow Advisory (COVID-19) icon

Cash Flow Advisory (COVID-19)

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Download your free Cash Flow Advisory (COVID-19) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Cash Flow Advisory (COVID-19)' templateCash Flow Advisory (COVID-19)Ready to start2 AutomatorsSetup / confirm advisory meeting date with client (include an agenda)CompletedPrep5 AutomatorsComplete bookkeeping (A/P, A/R, reconciliation)CompletedManage A/P & expensesCompletedManage the bank feeds / bank reconciliationCompletedReconcile sales and additional accounts (if applicable)CompletedFollow-up with the client on any missing information using the client tasks below (if needed)Ready To StartDue Today

A best practice checklist for carrying out Cash Flow Advisory during the COVID-19 crisis. This template is part of the Karbon COVID-19 Rapid Response Kit.

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  • .XLSX File
  • Process Map

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