This is a cash based monthly bookkeeping workflow.
Payroll as an outside app is included.

Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.

This workflow may have tasks you don't require.

Make a clone copy from this master, add/delete according to your service offerings and then clone by individual client's work.

For more information about the FreshBooks accounting partner programme, click here.

Created for FreshBooks by Kellie Parks