This template provides a basic structure for completing weekly bookkeeping tasks.

It includes steps for importing bank transactions, coding and reconciling accounts, reviewing payroll entries, and preparing reports. The workflow runs from Monday to Friday, with daily tasks designed to support consistency and accuracy throughout the week.

The Bookkeeper is the primary role involved, with clearly defined responsibilities. Tasks are scheduled to promote timely review and resolution of outstanding items.

This template is fully customizable to fit your firm's weekly bookkeeping process.

This template is part of the Global Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with Karbon templates.