Month-End Close (Auto-Send Client Requests)
Standardize the month-end close process with this step-by-step workflow for auto-sending client requests.
Month-End Close (Client Information Available) Template
Download your free Month-End Close (Client Information Available) template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template supports a standardized month-end close process for when client information is already available.
It includes structured task sections for reconciling bank and credit card accounts, reviewing financial statements, and finalizing reports.
Roles such as Bookkeeper and Reviewer are assigned across different stages, with automation used to update statuses and assign tasks.
Non-standard statuses such as 'Re-opened' and 'On Hold - Internal' are included to accommodate exception handling.
All task details, assignees, dates, and statuses are fully customizable.
This template is part of the Global Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, 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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