Stay on top of your business with a quarterly checklist.
It makes year-end easier.
Reconcile your checking and savings accounts.
Download transactions into your financial software.
Check for fraudulent transactions.
Always, download and reconcile credit card transactions.
Manually enter data if needed.
Spot duplicates and errors.
Review your Profit and Loss report.
Compare it to previous periods to see how your business is growing.
Check your Balance Sheet for assets and liabilities.
Pay quarterly estimated taxes. Include federal, state, and local taxes.
Note amounts and login info on your checklist for easy access when needed.
Organize your quarterly tasks by creating a customized checklist just for your business.
Make tax season stress-free.
Feeling overwhelmed? We can help set up this checklist for your business!
Contact us today! SabrinasAdminServices.com
Customize the checklist to fit your business needs.
Visit our post for more details and a FREE Printable to help you get started on this quarterly checklist.
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28 авг 2024
