Accounting Task Management Template

Accounting Task Management in Priority Matrix

Effectively manage and allocate time to accounting tasks to ensure deadlines are met and stress is minimized.

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Proposed Tasks

Critical and Urgent

• Payroll Processing due in 2 days
  ☐ Collect timesheets ☐ Calculate salaries ☐ Process payments
• Reconciliation of Bank Statements due in 3 days
  ☐ Collect bank statements ☐ Reconcile with accounting records ☐ Resolve any discrepancies
• Monthly Bookkeeping for Client H due in 3 days
  ☐ Collect financial records from Client H ☐ Update accounting records ☐ Prepare financial statements
• Tax Preparation for Client A due in 1 week
  ☐ Collect necessary documents from Client A ☐ Calculate taxable income ☐ Prepare tax report
• Invoicing for Client E due in 1 week
  ☐ Review Client E's account ☐ Prepare invoice ☐ Send invoice
• Quarterly Tax Filing for Client K due in 2 weeks
  ☐ Calculate quarterly taxes for Client K ☐ Prepare tax filing ☐ Submit tax filing

Critical but Not Urgent

• Payroll Tax Filing due in 2 weeks
  ☐ Calculate payroll taxes ☐ Prepare tax filing ☐ Submit tax filing
• Financial Statement Analysis for Client B due in 3 weeks
  ☐ Collect financial statements from Client B ☐ Analyze financial ratios ☐ Prepare analysis report
• Budgeting for next fiscal year due in 1 month
  ☐ Review previous year's budget ☐ Forecast revenues and expenses ☐ Prepare new budget
• Financial Planning for Client F due in 1 month
  ☐ Consult with Client F about financial goals ☐ Develop financial plan ☐ Present plan to Client F
• End-of-Year Tax Filing for Client G due in 1 month
  ☐ Collect necessary documents from Client G ☐ Prepare tax return ☐ File tax return
• Audit for Client J due in 1 month
  ☐ Review Client J's financial records ☐ Prepare audit plan ☐ Conduct audit
• Year-End Financial Summary for Client M due in 1 month
  ☐ Collect financial data for Client M ☐ Prepare financial summary ☐ Present summary to Client M
• Audit Preparation for Client D due in 2 months
  ☐ Review Client D's financial records ☐ Prepare audit plan ☐ Conduct audit

Not Critical but Urgent

• Meeting with Client C about Tax Planning due in 2 days
  ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up on action items
• Financial Advisory Meeting with Client L due in 3 days
  ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up on action items
• Meeting with Potential Client I due in 1 week
  ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up on action items
• Training on New Tax Laws due in 2 weeks
  ☐ Research new tax laws ☐ Develop training materials ☐ Conduct training

Not Urgent and Not Critical

• Update Accounting Software due in 4 weeks
  ☐ Evaluate software needs ☐ Research software options ☐ Implement software update
• Review of Accounting Policies and Procedures due in 2 months
  ☐ Review current policies and procedures ☐ Identify areas for improvement ☐ Update policies and procedures