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It walks through the monthly bookkeeping process with a flowchart overview, showing how information is gathered, transactions processed, reports prepared, accounts updated and reconciled, and month-end adjustments completed. 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I'm Gabrielle Fontaine  \nFor the last 30+ years, I've done everything from in-thetrenches bookkeeping, to taxes, business & marketing consulting / coaching, and everything in between.  \nToday, I still run a small bookkeeping practice and work with other small bookkeeping & accounting firms to identify and blast through the operational and growth roadblocks that are preventing you from reaching your next level of success.  \nWhen it comes to workflow and process challenges, the initial hurdles are usually tied to documentation, automation, and adoption. This guide is designed to help you more easily tackle those first two. It doesn't need to be difficult or take much time. All that's needed is a bit of focus and to take the first step.  \nHaving a basic template to get things rolling will help! So our goal here is to make it super easy to get started quickly.  \nHave questions about this guide, or workflows in general? Reach out to me at [gabrielle@usepixie.com](gabrielle@usepixie.com)  \n[Start here] The 'holy grail' of bookkeeping workflows  \nEverybody is looking for the 'holy grail' in bookkeeping workflow templates...  \nThe one that is all-singing, all-dancing that will transform your efficiency overnight.  \nUnfortunately, there isn't one. There is no one-size-fits-all approach when it comes to monthly bookkeeping workflows.  \nWhy? Because firms come in different shapes & sizes:  \n It might just be you, or you might have a team of 3 to help you  \n You might be leveraging the latest shiny bookkeeping tech, or you might just be transitioning to online services  \n You might have a diverse group of client types, or you might work with one focused niche  \nThe point is that it's hard to create the 'holy grail' of bookkeeping workflow templates because every firm is different.  \nSo how can you use this guide and the workflow templates included to save time, streamline your monthly bookkeeping processes, and deliver quality work to your clients in a timely manner?  \nHere's how...  \nEverything in this guide has been created so that it is flexible, customizable, and adaptable to how you manage work in your firm.  \n The flowchart overview will give you a bigger picture of what the monthly bookkeeping process looks like. If yours looks slightly different, consider mapping it out in a similar format. You'll find the clarity helpful.  \n The Excel template is a starting point that you can adapt and customize depending on the steps in your actual workflow. Add tasks that might be missing. Remove tasks that aren't necessary. Make it yours.  \n The bonus Pixie workflow & email templates can be loaded into your workspace in just a click ( more on this later), where they can be easily dragged & dropped to fit your way of working.  \nThis guide and the workflow templates inside should serve as a jumping-off point if you're beginning to document & standardize your workflows or as a","cbCaih75ypyUA6eJ","https://ap.wps.com/l/cbCaih75ypyUA6eJ","pdf",8294001,9,"English","# About this guide\n## The holy grail of bookkeeping workflows\n## The monthly bookkeeping process\n### Frequency = Weekly, Bi-weekly, or Monthly\n### Frequency = Monthly\n## Monthly Bookkeeping Workflow\n## Bonus Pixie workflow & email templates","[{\"question\":\"Is there a single perfect template for monthly bookkeeping workflows?\",\"answer\":\"No. The guide states there is no one-size-fits-all approach because firms vary in size, tools, and client mix.\"},{\"question\":\"How does the guide help streamline monthly bookkeeping work?\",\"answer\":\"It encourages mapping the workflow and improving each element by asking what can be streamlined or automated step by step.\"},{\"question\":\"What templates are included in this guide?\",\"answer\":\"It provides a flowchart overview, an Excel monthly bookkeeping workflow template, and a bonus Pixie workflow plus done-for-you email templates for nudging clients.\"}]","Monthly Bookkeeping Workflow Guide - Final | PDF"]