This template outlines a simplified workflow for completing monthly close tasks.

It includes steps for reconciling bank accounts, coding transactions, reviewing payroll, preparing reports, and conducting internal reviews. Tasks are grouped by focus area and span across the first two weeks of the month. Key milestones include confirming completeness, resolving queries, and finalizing the close.

The roles involved are Bookkeeper and Reviewer, with clearly assigned responsibilities. Start and due dates are preset for early-month execution.

This template is fully customizable to support your firm’s month-end bookkeeping and review process.

This template is part of the Global Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with Karbon templates.