Payroll, Bookkeeping & Accounting Task Checklist
Payroll, bookkeeping and accounting tasks can feel like a never ending list of things to do and important due dates – download our checklist to help you stay on track!
Timing is everything – especially in this fast paced world that we live in today – where every second counts! Whether you are a business owner, a bookkeeper, or even a new employee we all have probably more than we can handle on a daily basis.
Our “normal” day-to-day routine includes a lot of things on our “To Do” list, including a lot of payroll, bookkeeping, and accounting tasks. Keeping track of it all isn’t easy – I understand that one well.
There are certain things, like payroll tax payments and forms, that MUST be submitted by a certain date or you’ll get whacked with interest and penalties by the IRS. Keeping a checklist is often a smart thing to do – especially if you’ve just hired a new bookkeeper.
I’ve created an Excel based Payroll, Bookkeeping & Accounting Task Checklist that includes some standard, everyday items that you need to stay on top of – AND – you can add or remove things to customize it for your company.
Spend some time updating our checklist and you won’t feel like your “To Do” list is so out of hand.
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Nancy Smyth, Sunburst Software Solutions, Inc.QuickBooks Construction & Payroll Expert
I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.
QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.
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This is a must have for any company who has any kind of Payroll.