Templates

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Templates

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Workflow Templates

Use these templates to jumpstart yourself or inspire you to make your own.

Audience

All

Finance

Accounting

Fractional CFO

Close Books

Recurring controls, reconciliations, and reviews that surface exceptions early.

QuickBooks Quality Review

Find duplicates, missing payees, and bookkeeping exceptions with evidence for review.

Review QuickBooks for duplicates and missing payees

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Bank Statement Collection

Retrieve, validate, and file the correct statements by account and period.

Collect this month’s bank statements

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Daily Transaction Coding

Code routine transactions with rationale and isolate uncertain items for review.

Code transactions and flag exceptions

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Continuous Book Review

Flag material financial changes early, with baselines, evidence, and clear owners.

Find unusual changes before month-end

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Bank Reconciliation

Tie each account to its statement and explain every unresolved difference.

Prepare this month’s bank reconciliation

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E-Commerce Reconciliation

Reconcile sales, fees, refunds, inventory, and COGS across commerce channels.

Reconcile sales and COGS across channels

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Payroll Tie-Out

Tie payroll, taxes, liabilities, payments, and fees to QuickBooks before posting.

Tie payroll to QuickBooks before posting

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Inventory Valuation

Reconcile inventory quantities and costs across locations and in-transit stock.

Reconcile inventory across locations

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Serve Clients

Turn scattered messages, documents, and activity into clear client work.

Client Knowledge Brief

Keep a cited brief of client decisions, risks, owners, and open work.

Brief me on this client’s latest changes

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Meeting Actions

Turn transcript commitments into assigned actions with dates and source links.

Pull owners and next steps from this meeting

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Client Inbox Triage

Classify client requests, documents, decisions, and follow-ups into a review queue.

Turn this client inbox into a review queue

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Client Status Brief

Give teams a sourced view of completed work, blockers, owners, and next steps.

Summarize what’s done, blocked, and waiting

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Engagement Readiness

Show which engagements are ready, blocked, stale, or still missing evidence.

Show blocked engagements and missing items

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Reimbursement Invoice Draft

Turn approved receipts into a deduplicated invoice draft with supporting evidence.

Draft an invoice from approved receipts

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Booking & Payment Alerts

Alert the right owners when bookings, commissions, or payments change.

Alert me when bookings or payments change

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Portal Documents

Retrieve, validate, and file requested documents from authorized portals.

Gather missing documents from this portal

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Client Onboarding Roadmap

Build and maintain a client-visible onboarding roadmap from discovery, signed scope, expert sequencing decisions, and practice-management status changes. Customer-confirmed.

Build and refresh this client onboarding roadmap

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Advise Better

Convert trusted financial context into focused decisions and deliverables.

Board Reporting

Turn reconciled results, charts, and commentary into a reviewable board package.

Prepare a board-ready reporting package

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Advisory Dashboard

Publish approved financial and operating results in a client-ready dashboard.

Turn results into a client-ready dashboard

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Medical Revenue Review

Reconcile billing, payments, adjustments, and revenue to surface supported exceptions.

Review medical revenue for leakage and coding issues

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Owner Advisory Brief

Bring the most material issues, risks, and decisions into the next advisory call.

Find what matters for the next client meeting

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Tax Strategy Review

Surface material tax-planning questions, changes, and assumptions for advisor review.

Surface tax-planning questions for review

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Exit Readiness

Score exit readiness with evidence, priority gaps, owners, and practical next actions.

Score exit readiness and show what to improve

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Forecast Change

Turn an approved meeting decision into a forecast change with model impact.

Prepare a forecast change from this meeting

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Site Profitability

Compare location economics and explain which sites need attention and why.

Show which locations need action

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Deliver Work

Move documents and accounting data through controlled, reviewable workflows.

Accounting Workpaper

Draft a source-backed accounting conclusion, proposed entries, and open questions.

Draft a workpaper for this accounting treatment

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Real-Estate Closings

Prepare balanced real-estate closing entries with schedules and source support.

Prepare entries for this real-estate closing

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Lender-Ready Cleanup

Prioritize the cleanup, evidence, and owners required before lender diligence.

Find what to fix before lender review

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Donation Sync

Prepare validated donation invoices and matched payment records in Xero.

Draft Xero invoices and payments from donations

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Tax Notice Review

Compare a tax notice with filings, payments, and ledger evidence to explain differences.

Reconcile this tax notice to filings and payments

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Tax Data Entry

Extract tax-document data into review-ready entries with page and field references.

Prepare tax entries from these documents

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Procurement Matching

Match purchase documents to the correct procurement record and route exceptions.

Match this PO to the right procurement record

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Multi-Entity Migration

Map and reconcile multi-entity history for a controlled ERP migration.

Plan this multi-entity QuickBooks-to-ERP migration

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Contract-Based Subscription Provisioning

Create recurring customer subscriptions from confirmed-project notices and signed contract terms while preserving a human approval step for financially consequential changes. Customer-confirmed.

Create a subscription from these approved contract terms

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Grow Firm

Find, route, and act on relationship, capacity, and account opportunities.

Account Expansion

Surface evidence-backed expansion signals and recommend the right owner action.

Find expansion opportunities in current accounts

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Stale Work

Find stalled work, explain each blocker, and route the next action to its owner.

Show what’s stuck and who needs to act

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Meeting Prep

Prepare a sourced account brief with focused talking points and meeting questions.

Build a brief for tomorrow’s prospect meeting

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Prospect Qualification

Apply explicit ICP rules and identify qualified firms and relevant decision-makers.

Find firms that fit this ICP and the right contacts

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Referral Routing

Route referrals through the required path while preserving partner attribution.

Route referred leads to the right partner

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Warm Follow-Up

Draft a specific follow-up grounded in the meeting, relationship, and next step.

Draft a personal follow-up from this meeting

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Staffing Match

Rank staffing options by skills, availability, capacity, and engagement needs.

Match this engagement to available staff

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Client System Map

Map client systems, owners, data movement, triggers, and workflow handoffs.

Map this client’s systems, owners, and handoffs

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SOP Change Audit Trail

Capture material changes to operating procedures in a centralized audit trail so accounting-firm managers can verify what changed, who changed it, and which client or process was affected. Customer-confirmed.

Record material changes to this operating procedure

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