Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.
Use this workflow for verifying your client's data on a monthly basis.
Use this step by step task list to create your FreshBooks Accountant account.
Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.
Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.
A simple workflow template for pulling monthly bank statements from Paypal.
A simple workflow with an automated email to request bank statements from clients each month.
A simple workflow for monthly bookkeeping services in the UK.
A simple get-started-fast bookkeeping workflow template for firms in the USA.
A great starter pack to streamline your workflow. Workflows include cash coding bookkeeping, full bookkeeping cycle with AR/AP and Period end file review.
Can’t find the right workflow template? Get in touch with us and we’ll make it happen.
Start your 30-day free trial of our accountancy client management platform today, and get your first tasks and templates set up in minutes. No credit card required.