To assist you with end-to-end accounting lifecycle, we prepared a checklist for you, we will follow for you :
DAILY TASK :
Check Cash Position
WEEKLY TASK :
Record Transactions
Document and File Receipt
Review Unpaid Bills
Prepare and Send Invoice
Pay Vendors, Sign Checks
Review Projected Cash Flow
MONTHLY TASK :
Balance Your Checkbook
Review Past - Due Receivables
Analyze Inventory Status
Analyze Inventory Status
Process Payroll
Review Actual Profit & Loss vs. Budget
Review Month-End Balance Sheet vs Prior Period
QUARTERLY TASK :
Fill Estimated Quarterly Taxes
Review Quarterly Payroll Reports
Review Sales Tax & Make Payments
Prepare Annual Profit & Loss Estimate
ANNUAL TASK :
Review Past -due Receivable
Review Your Inventory
Fill out IRS Forms(W-2 & 1099 MISC)
Review & Approve Year-End
Financial Reports & Tax Returns
Corporate Office : New Delhi, Delhi | Gurugram, Haryana (INDIA)
India : 987.104.3303 | USA : 412.379.6939
Web : www.ifyndersolutions.com | Email : accounting@ifyndersolutions.com
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