![]() That can range from your base rate to more specialized services like credit card reconciliation and a cash flow statement. It’s like a menu of different charges and services you can offer to your clients. The Bookkeeping Pricing Template by ClickUp lets you create a custom quote for each client’s needs and ensures you’re paid accordingly. While one client may need extra hands on deck with their accounting software, another client may be looking to outsource their entire accounting operations. When it comes to offering your bookkeeping services, no two clients are the same. ![]() This pricing template by ClickUp makes it easy and quick to create custom quotes for every client’s unique needs This template handles the heavy lifting of managing multiple clients, so you can focus on what you do best-getting work done and keeping your clients happy! Switch to the Kanban board view to move tasks along your workflow stages, the Calendar view for tracking upcoming deadlines, and the Docs view for document storage and collaboration-whether it’s a cash-flow statement, balance sheet, or general financial data. That’s not all … there are also multiple ways to view your lists. There are custom fields (aka columns) like assignee, priority, and a progress bar that automatically updates as subtasks are marked complete. ![]() The tasks within the lists can have one of four statuses-open, in progress, stuck, and closed-to visualize your progress, identify resource constraints, and ensure no task slips through the cracks. The folder has tasks grouped under three lists: Client Onboarding, Monthly Action Items, and Yearly Action Items. This template is packaged in a folder that you can easily duplicate for each client on your roster. Managing bookkeeping tasks for multiple clients can feel like spinning plates on a dozen different poles!Įnter the Bookkeeping Firm Template by ClickUp, designed to help your bookkeeping firm manage clients’ financial data and records, stay on top of deadlines, and ensure seamless collaboration with both your team and clients. ![]() Streamline your bookkeeping firm’s workflow in ClickUp Here is our list of the top 10 templates for bookkeeping-they will help you stay on top of your financial position all year round. Now that you have an idea of what to look for in a bookkeeping template, let’s dig into the meat of this article.
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