Monthly Bookkeeping
Shared by Trident Bookkeeping Solutions, LLC
Ryan
"Monthly Bookkeeping workflow template for Insurance Agencies (Captive Agents: State Farm, Allstate, etc)"
This template includes
- 13 tasks
- 11 sub tasks
- 1 client task
- 4 task descriptions
- 2 sections
- 2 assignee roles
use this template