This template outlines a weekly bookkeeping process for Australian clients.

It includes tasks for collecting client documents, processing transactions, reconciling accounts, and conducting internal reviews. Optional steps such as payroll processing and BAS review are included if applicable.

Client Request tasks are used to request missing documents or clarifications.

Work progresses from the bookkeeper to a reviewer, with automation used to reassign and update statuses as tasks are completed.

This template is fully customisable to suit your firm’s services and client requirements.

This template is part of the Australian Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, Karbon templates.