Description
Built for independent and virtual bookkeepers and small bookkeeping firms looking after roughly 3 to 40 clients.
What’s inside
- Dashboard with three live charts (clients by package, close status, invoices by status), a quick "Go to" menu and five working sections: Month-end close, Waiting on clients, Deadlines, Billing and Clients
- Start Here guide: set up in 5 steps, a daily, weekly and monthly routine, how the databases connect, and an FAQ
- Clients: package, monthly fee, software, entity type, fiscal year end, contact, with hours this month, billed total, open requests and onboarding progress
- Monthly Close: one row per client per month with a seven-step checklist (bank feeds, bank and card reconciliations, categorising, payroll, AR/AP review, reports sent), Close progress and an Overdue flag
- Onboarding: engagement letter, access, documents and setup items per new client
- Document Requests: what you asked for, by which channel, chase date and due date, with a Needs chasing flag
- Work Queue: recurring and one-off tasks (reconciliation, payroll, sales tax, cleanup, advisory, admin) with an Overdue flag and a Waiting on client view
- Time Log: hours, billable flag and hourly rate, with Amount and This month worked out for you
- Invoices: draft, sent, paid and overdue, with Days overdue
- Tax & Filing Deadlines: sales tax, payroll returns, annual returns, information returns and estimated payments, with Days left and a calendar
- Client pages that show that client's closes, document requests, invoices and deadlines together
- Fictional sample data so you can see how everything works before you add your own
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
This is an organising tool, not accounting, tax or legal advice. Check filing deadlines with the relevant tax authority.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
New to Notion? Start free here (affiliate link: we may earn a commission at no extra cost to you).
