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BKP’G - Monthly Bookkeeping - Full Cycle QBO/Dext With Manager File Review - October 2024

Shared by Calmwaters Cloud Accounting
Kellie Parks
"This Bookkeeping Full Cycle template, with the Manager File Review workflow ensures consistent, compliant and clean QBO books. Here is a video on implementing the Bookkeeping Full Cycle template, with the Manager File Review as a section within the project. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize the automated email template and tags. https://www.loom.com/share/8ff1a24e55264dd7974ae81afbb2635d?sid=fea840ba-2c43-43e8-bb68-659c3c0672b6"
This template includes
  • 28 tasks
  • 78 sub tasks
  • 5 client tasks
  • 3 task dependencies
  • 6 sections
  • 2 assignee roles
  • 3 tag automations
  • 1 email automation
  • 1 project resource
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