Multiple Month Bookkeeping Clean Up Project
Shared by Tall Oak Advisors
Chris Potter
"Use this template for scenarios where you bring on a new bookkeeping client and need to do a cleanup. We use Clickup to store our SOPs, and use Link My Books (LMB) and A2X for eCommerce connections."
This template includes
- 24 tasks
- 3 sub tasks
- 1 task dependency
- 2 sections
- 3 assignee roles
- 4 tag automations
use this template