Do you want to learn how to save time, streamline your workflows, and deliver quality monthly bookkeeping work to your clients in a timely manner?

In this brand-new workflow guide, you'll discover:

  • A high-level flowchart showing the 8 key stages of the bookkeeping workflow
  • A pre-made excel workflow template you can swipe-and-deploy
  • [Bonus] A flexible workflow template with done-for-you email templates and checklists that works inside Pixie
  • [Bonus #2] Learn how one bookkeeping firm was able to deliver monthly financial statements a full 2 weeks faster (and delight their clients!)

What's inside?

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Birds-eye view

See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated

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Workflow template

Access a bonus workflow template complete with checklists & done-for-you email templates (It's the same one I use in my firm!)

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Discover how one bookkeeping firm was able to deliver their monthly financial statements a full 2 weeks faster (and delight their team & clients)