Month-End Close (Client Information Available)
Streamline your month-end close process with this simplified workflow.
[Simple Start] Month-End Close Template
Download your free [Simple Start] Month-End Close template to personalize and use in your bookkeeping or accounting firm.
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About this template
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.
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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