Jul 2nd, 2018. 1 min read
Keep track of all our clients info and updates
We use this board to keep track of all our Bookkeeping clients and upcoming tasks. We have them categorized in different Pulses depending on how often we work with the particular client. It is a great visual to see all our clients in the different categories and upload documents.
Getting started tips
Monday is so easy to use. We started with a basic template and then began to manipulate it adding the columns and labels that we needed for our business. We love how easy and intuitive it is to use.
"The layout and how easy it is to update and change it if needed. "
Why we love this template
We love the visual of this template and how we can see all our clients grouped together. We updated each client as needed to keep everyone in the loop of what is going on.
Without this template I would
Still be disorganized and keep missing important information that needs to be communicated between my partner and the staff.
Hi I'm Aimee Roden from BalancingActFinancials and this was my story
Hi I'm Aimee Roden from BalancingActFinancials and this is my story, check it out
Client information and updates