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Monthly Bookkeeping

Shared by Tall Oak Advisors
Chris Potter
"Use this template for month to month bookkeeping. We use Clickup to store our SOPs, and use Link My Books (LMB) and A2X for eCommerce connections. We also use a Team Lead (TL) to review books prior to releasing to clients."
This template includes
  • 24 tasks
  • 3 sub tasks
  • 3 task dependencies
  • 3 sections
  • 3 assignee roles
  • 4 tag automations
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