GTD Method for Task and Deadline Management Template

GTD Method for Task and Deadline Management in Priority Matrix

Manage CPA tasks and deadlines effectively with the GTD Method.

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Proposed Tasks

Critical and Urgent

• Task 20 due in 14 months
  ☐ Conduct year-end review with team
• Task 1 due in 1 day
  ☐ Review financial statements ☐ Conduct audit
• Task 2 due in 3 days
  ☐ Prepare tax returns ☐ Consult with clients
• Task 10 due in 4 months
  ☐ Prepare for year-end audit
• Task 12 due in 6 months
  ☐ Prepare year-end financial statements
• Task 17 due in 11 months
  ☐ Prepare for external audit

Critical but Not Urgent

• Task 3 due in 1 week
  ☐ Prepare budget forecast
• Task 4 due in 2 weeks
  ☐ Perform risk assessment
• Task 9 due in 3 months
  ☐ Review and update internal control procedures
• Task 11 due in 5 months
  ☐ Perform financial analysis
• Task 15 due in 9 months
  ☐ Conduct internal audit
• Task 18 due in 1 year
  ☐ Review and update financial strategies

Not Critical but Urgent

• Task 5 due in 3 weeks
  ☐ Compliance reporting
• Task 6 due in 1 month
  ☐ Attend professional development seminar
• Task 13 due in 7 months
  ☐ Review tax legislation changes
• Task 14 due in 8 months
  ☐ Consult with clients on tax planning

Not Critical and Not Urgent

• Task 19 due in 13 months
  ☐ Attend industry conference
• Task 7 due in 6 weeks
  ☐ Network with industry professionals
• Task 8 due in 2 months
  ☐ Update accounting software
• Task 16 due in 10 months
  ☐ Update financial policies