This template provides a simplified workflow for delivering weekly bookkeeping services to Australian clients.

It covers tasks for gathering documents, processing transactions, and reconciling accounts, with a single reviewer step included where applicable.

A single Client Request task is used to collect missing or additional documentation from the client.

The workflow is designed to be efficient and easy to follow, with minimal steps for quick turnaround.

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

This template is part of the Australian Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are designed to help you quickly get you started with Karbon templates.