Client Work Prioritization Template

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Ensure that the most important and urgent accounting tasks are handled first with this Client Work Prioritization template. Using the Priority Matrix, you can easily identify and prioritize tasks that demand immediate attention, enhancing client satisfaction and streamlining business operations.

This template provides a structured approach to managing your workload, including reviewing client projects, scheduling meetings, preparing financial statements, and more.

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Client Work Prioritization for Priority Matrix

Client Work Prioritization in Priority Matrix

Prioritize and focus on the most crucial accounting tasks to improve client satisfaction and business efficiency.

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Proposed Tasks

Neither Urgent nor Important

  • Schedule Client Meetings for Upcoming Week
    ☐ Identify clients who require meetings ☐ Coordinate with clients for suitable timing
  • Follow Up on Unpaid Invoices due in 1 day
    ☐ Identify unpaid invoices ☐ Follow up with clients
  • Send Invoices due in 2 days
    ☐ Prepare invoices for completed work ☐ Send out to clients
  • Prepare for Client Consultation due in 3 days
    ☐ Review client's financial situation ☐ Prepare advice and recommendations
  • Review Client Projects due in 1 week
    ☐ Identify urgent tasks ☐ Prioritize based on importance
  • Update Client Records due in 1 week
    ☐ Check for any changes in client information ☐ Update records accordingly
  • Prepare Financial Statements due in 2 weeks
    ☐ Collect necessary data ☐ Compile data into statements
  • Review Financial Compliance due in 2 weeks
    ☐ Check client's financial records for compliance ☐ Report any discrepancies
  • Conduct Internal Audit due in 3 weeks
    ☐ Prepare audit plan ☐ Perform audit
  • Complete Tax Returns due in 1 month
    ☐ Collect tax documents from clients ☐ Complete tax returns