CPA Task Management and Deadline Tracking Template

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In the CPA industry, meeting deadlines is crucial for maintaining client satisfaction and business reputation. This template uses Priority Matrix to help you visualize and allocate time to the most important tasks, ensuring no deadlines are missed.

By following this template, you can streamline your task management process, prioritize effectively, and ensure timely completion of all critical activities, from tax returns and audits to bookkeeping and financial planning.

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CPA Task Management and Deadline Tracking for Priority Matrix

CPA Task Management and Deadline Tracking in Priority Matrix

Manage CPA tasks and track deadlines efficiently to ensure client satisfaction and improve business reputation.

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Proposed Tasks

High Impact, Urgent

  • Task 3: Monthly Invoicing Due in 1 Day
    ☐ Review accounts ☐ Prepare invoices ☐ Send out invoices
  • Task 5: Client C Bookkeeping Due in 2 Days
    ☐ Collect financial data ☐ Update books ☐ Review and finalize
  • Task 1: Client A Tax Return Due in 1 Week
    ☐ Collect necessary documents ☐ Prepare tax return ☐ Review and finalize ☐ Submit return
  • Task 9: Quarterly Taxes Due in 2 Weeks
    ☐ Calculate taxes ☐ Prepare and submit forms

High Impact, Non-Urgent

  • Task 2: Client B Audit Preparation Due in 3 Weeks
    ☐ Review financial statements ☐ Identify potential issues ☐ Prepare audit response
  • Task 7: Client D Financial Planning Due in 1 Month
    ☐ Review financial goals ☐ Prepare financial plan ☐ Review plan with client
  • Task 4: Staff Training Due in 2 Months
    ☐ Identify training needs ☐ Arrange for training ☐ Conduct training
  • Task 10: Update Business Plan Due in 4 Months
    ☐ Review current plan ☐ Update financial projections ☐ Revise marketing strategy

Low Impact, Urgent

  • Task 6: Office Supplies Purchase Due in 1 Week
    ☐ Identify needs ☐ Place order

Low Impact, Non-Urgent

  • Task 8: Business Networking Event in 3 Months
    ☐ Register for event ☐ Prepare for event