Forecasting Checklist
Created by LivePlan
Streamline your client advisory set up with this LivePlan forecasting checklist.
511 downloads
Financial Planning Pack Template
Download your free Financial Planning Template Pack to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 643 times
About this template
This Financial Planning Pack is designed to support your periodic financial planning meetings with your clients.
This pack includes five workflows:
- Financial Planning Bulk Review Meeting Set Up
- Financial Planning Review Meeting
- Initial Financial Planning Meeting
- Statement of Advice (SOA) Preparation
- Statement of Advice (SOA) Implementation
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 the leading AI-powered practice management platform.
Thousands of accounting firms around the world have unlocked new efficiency, consistency, and growth by standardizing their workflow processes in Karbon templates.
But that’s just the beginning. Karbon connects your team, clients, work, and data. Everything lives in Karbon, so there's always a clear answer to what's happening, who owns it, and where to take action.
Learn more at karbonhq.com or book a demo.
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