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Unlock the power of a documented bookkeeping workflow.

It's one of the oldest tricks in the book, but oftentimes overlooked. When a business documents their processes and workflows, they experience increased efficiency and productivity. This is true for every business, in every industry, and especially for leading cloud accounting practices.

Whether you're starting from scratch or optimizing a process you've been using for years, this bookkeeping workflow template will give you the tools to put pen to paper and take your practice to the next level. 

This workflow template outlines critical monthly bookkeeping steps, including:

  • How to achieve weekly bookkeeping
  • Bi-weekly payroll
  • Document collection
  • Adjustments, reports, and review

Each step includes a complete checklist with details, task owners, duration, and due dates.

This template was created by Ian Vacin from Karbon (with support from Hubdoc and top cloud accounting practices) and was featured in the Efficient bookkeeping workflows with Karbon and Hubdoc webinar. Watch the on-demand video to learn how to build, implement, and optimize your bookkeeping workflow to help you save time, provide better client experiences, and scale your practice.