Monthly bookkeeping
Collect statements, categorize transactions, reconcile accounts, resolve exceptions and prepare statements.
Good processes deserve a repeat.
Start new engagements from practical accounting checklists.
Explore the workspace ↗Month-end and payroll
Use a close checklist for adjustments and review, or a payroll checklist for inputs, calculations, approval and recording.
Client onboarding
Confirm scope, collect information, arrange access and plan the kickoff. Using a template creates a new project; scheduled recurrence is not implemented.