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Bookkeeping Standard Processes with XBert Workflow Templates - US
Bookkeeping Standard Processes with XBert Workflow Templates - US
Troy Brown avatar
Written by Troy Brown
Updated over a week ago

The United States XBert task template set is comprised of 14 templates organised across 7 processes.

XBert has task templates covering many of the most common services that a bookkeeping practice provides to their clients on a recurring basis. Below is a summary of these services and the XBert task templates that are used to automate the provision of such services.

Cleanup

  • Year end AJE

Bookkeeping

  • Sales Tax

  • 1099 - NEC Form

  • Balance Sheet Reconciliation - QuickBooks

  • P&L review – QuickBooks

Payroll

  • Payroll Tax – QuickBooks

Tax & Compliance

  • FUTA Preparation

  • Profit & Loss 9 month review - QuickBooks

  • 1040 Form (individual income tax return)

  • 1120 C Corp

  • 1120S S Corp

  • 990 Form - Not for profit

  • W2 & W3 preparation – Digital

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