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Workflow Templates

Monthly Accounting Template

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

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Added and downloaded 563 times

Accounting

Created by Satterley Training & Consulting

A preview of the templateMonthly 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)CompletedWCLIENT TASKSInformation needed to start your monthly bookkeeping! 2 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedVBank account #1CompletedMBank account #2CompletedLCredit card account #1CompletedOCredit card account #2Ready To StartDue TodayY

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

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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
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Alternatively, you can

Download Monthly Accounting Template

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Karbon Practice Management

A preview of the templateMonthly 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)CompletedECLIENT TASKSInformation needed to start your monthly bookkeeping! 2 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedTBank account #1CompletedUBank account #2CompletedNCredit card account #1CompletedZCredit card account #2Ready To StartDue TodayE

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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.

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