GTD Task and Deadline Management Template

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Stay ahead of your accounting and auditing deadlines with this GTD Task and Deadline Management template. Designed for CPAs, this template helps you visualize and allocate time to your most critical tasks, ensuring that nothing falls through the cracks.

By using this template, you can effectively manage your time and meet all deadlines, providing high-quality service to your clients while maintaining compliance with regulations.

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GTD Task and Deadline Management for Priority Matrix

GTD Task and Deadline Management in Priority Matrix

Visualize and allocate time to pressing accounting and auditing tasks to ensure no deadlines are missed.

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Proposed Tasks

Critical and Urgent

  • Client D's Bookkeeping due in 2 days
    ☐ Review financial transactions ☐ Update accounting records ☐ Prepare financial reports
  • Monthly financial report due in 3 days
    ☐ Compile financial data ☐ Prepare financial statements ☐ Review and finalize report
  • Client A's Financial Audit due in 2 weeks
    ☐ Review financial statements ☐ Analyze tax returns ☐ Verify compliance with regulations

Critical but Not Urgent

  • Client B's Tax Return due in 4 weeks
    ☐ Collect tax documents ☐ Prepare tax return ☐ Review and submit return
  • CPA certification renewal due in 5 months
    ☐ Complete continuing education courses ☐ Submit renewal application ☐ Pay certification fees

Not Critical but Urgent

  • Client C's Tax Consultation due in 1 week
    ☐ Review client's tax situation ☐ Prepare tax advice ☐ Conduct consultation meeting
  • Client E's Financial Consultation due in 1 week
    ☐ Review client's financial situation ☐ Prepare financial advice ☐ Conduct consultation meeting
  • Office supplies inventory check due in 3 weeks
    ☐ Count office supplies ☐ Compare with inventory records ☐ Order new supplies if needed

Not Critical, Not Urgent

  • Yearly office maintenance due in 4 months
    ☐ Schedule maintenance ☐ Prepare office for maintenance ☐ Review maintenance report
  • Year-end tax planning for all clients due in 6 months
    ☐ Review current tax laws ☐ Prepare tax planning strategies ☐ Communicate plans to clients