This is Karbon's best practice process for weekly reconciliation (a sub-process of monthly bookkeeping). Once the template is used once and personalized, use the ... menu from the work item header to set the work into a weekly repeating schedule.

Start date is the day the work needs to be completed each week (typically Monday or Tuesday) and the work assignee is the Bookkeeper.

Learn how to use this template in action.

Find the most efficient way to price and package your services and attract clients with this bookkeeping services pricing guide.