Monthly Bookkeeping Handoff
Gather statements, invoices and receipts, flag missing records, and confirm your bookkeeper can access the monthly packet.
Office · Templates
Office checklists and workflow templates
Keep office work moving with repeatable handoffs, clear follow-up and practical checklists. Choose a workflow for gathering records, managing support requests, equipping a workplace or coordinating a move, then adapt it to your team.
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Monthly Bookkeeping Handoff
Gather statements, invoices and receipts, flag missing records, and confirm your bookkeeper can access the monthly packet.
Office templates
15 templates
Run office handoffs and meetings
Gather records for a bookkeeper and follow through on meeting decisions.
Turn requests into follow-up
Collect support requests and reports for the team to review.
Set up and stock the office
Review furniture, equipment, supplies and a new hire's IT setup.
Office Supplies Checklist
Review furniture, technology, desk supplies and kitchen essentials for your workspace.
Office Equipment Checklist
Equip your workspace with furniture, technology and supplies that fit your needs.
Employee IT Setup Checklist
Check that the assigned equipment and approved access are ready for a new hire to do their first day’s work.
Keep the workplace ready
Clean shared areas and record workplace inspection findings.
Plan an office move
Coordinate preparation, moving day and reopening.
Make recurring handoffs easier to follow
The monthly bookkeeping handoff helps a team collect agreed records, identify missing items and confirm the handoff to its bookkeeper. List supports collecting the work; Form brings the handoff fields together. Save it as a Template and tailor the source list and secure transfer process to your business. A paid plan supports scheduling recurring template runs.
Give support requests a next step
The support request form collects contact and issue details, with internal fields for status, priority and assignment. Checklist's Pro intake forms can turn submissions into tasks for your team to review and follow up. Configure the form and access appropriate to your organization.
Set up or move the workplace
The office supplies and office equipment lists both cover furniture, technology and everyday supplies. Choose either as a starting point and adapt it to your space. For a relocation, the office move checklist follows decisions, suppliers, staff communications and technology through reopening.
A few things to know
Can I repeat an office handoff each month?
Yes. Save a suitable handoff as a Template, adapt its steps and create a separate checklist for each period. An eligible paid plan also lets you configure a recurring schedule.
How can an office handle support requests?
A support form can collect contact and issue details. With Pro intake forms, submissions become checklist tasks that the team can organize and follow up.
Which list should I use for office supplies or equipment?
Both lists include furniture, technology and everyday items. Choose the one that is easiest to adapt to your workplace, remove items you do not need and add anything missing.