Accounting Task Management with GTD Template

More professional-services templates

Streamline your accounting management with the 'Accounting Task Management with GTD' template. This template helps you visualize and allocate your time to pressing tasks, ensuring no accounting deadlines are missed. By following the GTD methodology, you can juggle multiple tasks with strict deadlines, reducing stress and improving productivity.

From finalizing budgets to conducting audits and implementing new software, this template provides a structured approach to managing your accounting responsibilities efficiently.

Get this template on priority matrix

Accounting Task Management with GTD for Priority Matrix

Accounting Task Management with GTD in Priority Matrix

Manage accounting tasks and deadlines effectively using the Getting Things Done (GTD) method.

You can start using Accounting Task Management with GTD or other Professional-Services Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Task 1: Finalize Annual Budget - due in 1 week
    ☐ Review department budgets ☐ Compile overall company budget ☐ Get approval from senior management
  • Task 2: Prepare for Monthly Financial Meeting - due in 2 weeks
    ☐ Collect financial data ☐ Prepare financial reports ☐ Identify key points for discussion
  • Task 9: Prepare for Year-End Close - due in 6 months
    ☐ Prepare closing entries ☐ Review financial statements ☐ Prepare year-end reports

Important, Not Urgent

  • Task 3: Conduct Internal Audit - due in 1 month
    ☐ Prepare audit plan ☐ Perform audit ☐ Prepare audit report
  • Task 4: Review Tax Filings - due in 6 weeks
    ☐ Review previous tax submissions ☐ Identify any discrepancies ☐ Prepare for tax filing
  • Task 10: Organize Department Meeting - due in 7 months
    ☐ Prepare agenda ☐ Schedule meeting ☐ Facilitate discussion

Urgent, Not Important

  • Task 5: Update Accounting Policies - due in 2 months
    ☐ Review current accounting policies ☐ Identify areas for improvement ☐ Update policies and procedures
  • Task 6: Implement New Accounting Software - due in 3 months
    ☐ Identify software requirements ☐ Select suitable software ☐ Implement and test software

Not Urgent, Not Important

  • Task 7: Train Staff on New Software - due in 4 months
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any issues or questions
  • Task 8: Review and Update Job Descriptions - due in 5 months
    ☐ Review current job descriptions ☐ Update with any new responsibilities or changes ☐ Get approval from HR