Strategy Session (COVID-19)
Download your free Strategy Session template to personalize and use in your bookkeeping or accounting firm.
A best practice checklist, suitable for all regions, for coordinating a client strategy session during COVID-19. This template is part of the Karbon COVID-19 Rapid Response Kit.
Download the Template
Download your Strategy Session (COVID-19) template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling