[US Simple Start] Month-End Close icon

[US Simple Start] Month-End Close

Download your free [US Simple Start] Month-End Close template to personalize and use in your bookkeeping or accounting firm.

A preview of the '[US Simple Start] Month-End Close' template[US Simple Start] Month-End CloseGetting started — Populate your Kanban work board3 AutomatorsCreate a customized template for a service you offer your clients (i.e. Payroll, Monthly Accounting, Taxes, etc.)CompletedCreate work from a template — https://ipmhelp.karbonhq.com/en/articles/3923221-create-workCompletedPut your work item on a repeating schedule — https://ipmhelp.karbonhq.com/en/articles/3923230-schedule-workCompletedReminder: Complete the training checklist in Intuit Practice Management at https://intuitpracticemanagement.karbonhq.CompletedChampion Training — What we'll cover:5 AutomatorsHigh Level overview of KarbonCompletedOverview of Triage — https://help.karbonhq.com/en/collections/102114-triageReady To StartDue Today

This template is part of the US 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 you started with Karbon templates.

Download the Template

Download your [US Simple Start] Month-End Close template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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