Monthly Accounting icon

Monthly Accounting


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

A preview of the 'Monthly Accounting' templateMonthly AccountingReview client needs from client on-boarding work item and update client tasks as necessary2 AutomatorsReview client needs and update and send client tasks (if needed)CompletedCLIENT TASKSInformation needed to start your monthly bookkeeping!4 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedBank account #1CompletedBank account #2CompletedCredit card account #1CompletedCredit card account #2Ready To StartDue Today

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