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Editable Canva Planner
Accountant & Bookkeeper Planner
An undated business planner for accountants and bookkeepers. Keep your practice details, CPD, clients, deadlines, invoices and time in one place, and close every month with a clear checklist.
36pages
A4210 x 297 mm
Canvaedit every page
PDFprint or save
What's inside
36 pages, grouped by what you use them for.
Start here
How to Use and Contents.
Foundations
Practice Profile, Yearly Goals, CPD Tracker and Software & Tools.
Prospects & clients
Lead Source Tracker, Prospect Pipeline, 2 Client Profiles, Client List and Deadline Calendar.
Time & money
Invoices & Payments, Business Expenses, Time Tracker, Follow-up Log, Client Onboarding and Month-End Close.
Planning
Marketing Plan, 12 Monthly Planners, Weekly Hours, Daily Planner, Year in Review and Notes.
How it works
1
Download the PDF
Your download has the Canva template link.
2
Open it in Canva
The link makes your own copy. It works with the free version of Canva.
3
Fill it in or print it
Type straight into the pages, change colours and fonts, then print or save as a PDF.
Good to know
- 36 pages, A4 (210 x 297 mm).
- Edit it in Canva. It works with the free version of Canva.
- Use it on screen, or print it at home.
- Instant download: a PDF with your Canva template link.
Instant download
Lifetime access
Fully editable on Canva
Free future updates
How Does It Work?
- Choosing a selection results in a full page refresh.