Bookkeeping checklist templates
Month-end closes, new client onboarding, payroll setup and year-end: the checklists bookkeepers send every month, with the statements and answers to ask each client for.
Free for bookkeepers. Add one to your account, change anything, and start it for a client or set it to repeat.
Monthly close
Everything you need from a client to close their books each month.
8 items ↻ every month
New bookkeeping client onboarding
The paperwork and logins to collect before the first month of bookkeeping.
9 items
Year-end close
Wrap up the year and hand clean books to the tax preparer.
9 items ↻ every year
Payroll setup
What to collect from a client before running their first payroll.
8 items
Catch-up bookkeeping
Collect months of missing records to bring books up to date.
7 items
See how Follow Up With works for bookkeepers: Client follow-up software for bookkeepers →
Let the assistant do the asking
Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.
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