Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

Monthly Accounting Template

Download your free Monthly Accounting template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download Monthly Accounting Template

Added and downloaded 570 times

Accounting

Created by Satterley Training & Consulting

A preview of the template showing sections of tasks to be completed. Some are already checked offMonthly accounting (with a 3rd party app)Review client needs from client on-boarding work item and update client requests as necessary2 AutomatorsReview client needs and update and send client requests (if needed)CompletedJCLIENT TASKSInformation needed to start your monthly bookkeeping! 2 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedJBank account #1CompletedZBank account #2CompletedICredit card account #1CompletedUCredit card account #2Ready To StartDue TodayT

About this template

This template is the Satterley Training & Consulting best practice monthly accounting workflow when using a third party app.

It includes:

  • Automated Client Tasks to collate information required from your clients to start their monthly accounting
  • Tasks for preparation, reconciliation and any client follow ups

Share this

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 Monthly Accounting Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offMonthly accounting (with a 3rd party app)Review client needs from client on-boarding work item and update client requests as necessary2 AutomatorsReview client needs and update and send client requests (if needed)CompletedKCLIENT TASKSInformation needed to start your monthly bookkeeping! 2 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedYBank account #1CompletedKBank account #2CompletedSCredit card account #1CompletedWCredit card account #2Ready To StartDue TodayR

Not currently a Karbon customer?

Discover Karbon

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 Satterley Training & Consulting

Satterley Training & Consulting provide coaching services for accounting professionals and business owners.

Related templates

Other workflow templates you might find useful.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.