Accounting Workflow Templates

The hardest part of going for a run is putting on your shoes.

I want to help you lace ’em up and get moving down the road to consistent, clear, concise communications and workflows!

As Accounting Professionals we communicate the same information to each of our new and existing customers and teams on a regular basis. You are most likely sending the same messages as and following the same workflows (if you even have any!) as I do in my bookkeeping business, Calmwaters, to your clients. Day after day, week after week, month after month.

And you probably have similar best practices, but there’s a good chance you haven’t effectively documented them.

Do you even have a Client Handbook for your customers?! How are you setting the expectations and laying out their role in their bookkeeping and business finances?

Saasy offers templates that you can quickly customize and make all your own, without the front end heavy lifting. Kellie Parks, who created these templates, comes from a branding and scripting background. She has spent almost 30 years creating communications and collateral material. Take advantage of her skill sets and use Saasy’s templates to start your process.


Stop Overthinking!


All Template purchases include a “Find & Replace” document. Simply fill in the customization you will need and then use for “Find & replace”.

Or we can customize everything for you!

These are Canadian, based in Ontario. You (or we) can customize these templates for your location, tax agency and AppStack.