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Workflow Templates

Initial Financial Planning Meeting Template

Download your free Initial Financial Planning Meeting template to personalize and use in your bookkeeping or accounting firm.

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A preview of the templateInitial financial planning meetingCLIENT TASKSBook your financial planning meeting 1 AutomatorPlease schedule your financial planning meeting — [insert your online calendar app link here e.g. www.calendly.com/yo…CompletedFSetup meeting3 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedXAdvise client3 AutomatorsComplete initial financial planning meeting (prep, conduct meeting, follow-up with client, create work items)CompletedT

About this template

This template is designed to guide you through client outreach to conduct the initial financial planning meeting.

It includes a client task ready for your online calendar link. If you don't use an online calendar, you can replace the client task provided with the following text: "Please schedule your financial planning meeting by providing us some dates/ times that work best for you".

The start date is the date of client outreach and the due date is completion of the financial planning meeting and creation of appropriate work items (set as 7 days later). The work assignee is the Admin.

This template is part of the Financial Planning Pack.

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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
Sign In to Add to Karbon

Alternatively, you can

Download Initial Financial Planning Meeting Template

.

Karbon Practice Management

A preview of the templateInitial financial planning meetingCLIENT TASKSBook your financial planning meeting 1 AutomatorPlease schedule your financial planning meeting — [insert your online calendar app link here e.g. www.calendly.com/yo…CompletedBSetup meeting3 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedJAdvise client3 AutomatorsComplete initial financial planning meeting (prep, conduct meeting, follow-up with client, create work items)CompletedC

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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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