ClickUp Bookkeeping Communications and Workflow
Creating standardized bookkeeping workflows will have a huge impact on your client relationships and your firm's success. Save time, increase quality & consistency, improve the client experience, reduce scope creep, and so much more!
Without a clear and practical workflow, our work product is inconsistent, we miss deadlines, and we waste a ton of precious time.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals who know and love ClickUp, these templates will transform your bookkeeping process.
This is a great starter pack to make it simple to get started in ClickUp.
What You Get:
Workflows included: AP, AR, Full Cycle Bookkeeping, Period End File Review
Email templates
Best Practice Notes
Checklists of tasks & to-dos
This workflow is fully comprehensive - every detail to create consistent, compliant and real-time financials is in these workflows!
Video walkthrough
About What’s Included
The ClickUp Bookkeeping Communications & Workflow templates include all of the major bookkeeping workflows. Never miss a step or a deadline again.
1. Workflows
Bookkeeping workflows can feel a bit like Groundhog Day as we constantly perform the same steps, procedures, and activities. This can make it easy to miss steps. It also makes it perfect for creating standardized processes!
Get full AR, AP, Full Cycle Bookkeeping, and Period end File Review all mapped out and ready to upload into ClickUp. Easily duplicate and customize each template to fit your niche or client.
2. Email templates
Any successful working relationship is built on great communication. We make it easy by providing email templates (as ClickUp docs) for the most common steps in your file review process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
3. Best Practice Notes
Developed by accounting professionals, we've learned (often the hard way) how best to set up and manage these bookkeeping processes. Included with these templates are best practices, clever workarounds, and useful shortcuts to maximize your team's productivity.
4. Checklists of Your Tasks & To-dos
ClickUp lays out each step in the workflow using its task feature. With these templates, we’ve prepopulated all of the steps you will need, and a few extras to really WOW your clients.
Remove or add tasks quickly and easily to fit your process. Never miss a step in your bookkeeping workflows with customizable checklists that cover everything you need, start-to-finish.