Client Account Prioritization Template

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Ensure that the most critical client tasks are addressed first with the Client Account Prioritization template. Using a Priority Matrix, this template helps bookkeepers focus on urgent and important tasks, improving client satisfaction and operational efficiency.

By prioritizing client accounts, you can ensure that critical tasks receive the attention they deserve, leading to better client outcomes and streamlined workflows.

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Client Account Prioritization for Priority Matrix

Client Account Prioritization in Priority Matrix

Prioritize client accounts effectively with a priority matrix to boost client satisfaction and outcomes.

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Proposed Tasks

Urgent and Important

  • Review Client Account 1 - due in 1 day
    ☐ Compile all financial data ☐ Analyze financial performance ☐ Prepare financial reports
  • Prepare Financial Statements for Client Account 9 - due in 3 weeks
    ☐ Compile all necessary financial data ☐ Prepare financial statements ☐ Review for accuracy
  • Prepare Tax Documents for Client Account 5 - due in 1 month
    ☐ Compile all necessary financial data ☐ Prepare tax documents ☐ Review for accuracy

Important, Not Urgent

  • Prepare Financial Forecast for Client Account 2 - due in 2 weeks
    ☐ Analyze historical data ☐ Identify trends ☐ Prepare forecast report
  • Budget Planning for Client Account 10 - due in 1 month
    ☐ Review historical data ☐ Prepare budget forecast ☐ Review with client
  • Audit Client Account 6 - due in 2 months
    ☐ Review all financial statements ☐ Check for discrepancies ☐ Prepare audit report

Urgent, Not Important

  • Update Client Account 3 Records - due in 3 days
    ☐ Verify all transactions ☐ Update account records ☐ Check for discrepancies
  • Reconcile Client Account 7 - due in 10 days
    ☐ Compare account records with bank statements ☐ Identify any discrepancies ☐ Update records as necessary

Neither Urgent nor Important

  • Update Client Account 8 Profile - due in 2 days
    ☐ Review account details ☐ Update contact information ☐ Verify changes
  • Routine Check on Client Account 4 - due in 1 week
    ☐ Review account activity ☐ Update records ☐ Prepare brief account status report