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Workflow Templates

Quarterly Review Template

Download your free Quarterly review template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 2302 times

OperationsUnited States

Created by Bette Hochberger Inc.

A preview of the template showing sections of tasks to be completed. Some are already checked offQuarterly review (by Bette Hochberger Inc.) (United States)Quarterly review3 AutomatorsComplete quarterly review (reconciliations, transaction entries, P&L, AR, AP, etc.)CompletedUReview that bank accounts are properly reconciledCompletedAReview that credit cards are properly reconciledCompletedFCheck bank accounts in accounting system to see if there are old items that should be voidedCompletedPPrepare payroll reconciliation if necessaryCompletedFReview payroll to see if entries are correctReady To StartDue TodayZCheck P&L accounts for items that may need to be capitalizedReady To StartDue TodayOCheck balance sheet for new fixed assets that need to be depreciated.Ready To StartDue TodayN

About this template

This is the template used by Bette Hochberger Inc. to standardize the quarterly review process across the team. These steps help them make certain their clients are hitting their goals, personally and professionally.

Bette Hochberger Inc. is a boutique concierge accounting practice in South Florida specializing in start-ups and small businesses. Their typical clients include service professionals and small family owned businesses—for who they offer services that replace an in-house accounting team. They explore and make use of new cloud-based apps that will help their practice, and their clients to grow.

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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 Quarterly Review Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offQuarterly review (by Bette Hochberger Inc.) (United States)Quarterly review3 AutomatorsComplete quarterly review (reconciliations, transaction entries, P&L, AR, AP, etc.)CompletedUReview that bank accounts are properly reconciledCompletedRReview that credit cards are properly reconciledCompletedSCheck bank accounts in accounting system to see if there are old items that should be voidedCompletedRPrepare payroll reconciliation if necessaryCompletedJReview payroll to see if entries are correctReady To StartDue TodayVCheck P&L accounts for items that may need to be capitalizedReady To StartDue TodayFCheck balance sheet for new fixed assets that need to be depreciated.Ready To StartDue TodayU

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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 Bette Hochberger Inc.

Bette Hochberger Inc. is an exclusive boutique CPA firm, focused on helping business owners grow their wealth through tax planning, fractional CFO services, and Profit First Program

Practice Management
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