Topics started by Marty McCutchen

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M
Beginner
Marty McCutchenBeginner
asked in Ask a Peer

How is everyone tracking recurring internal tasks?

I am looking to create a list of recurring admin task that I perform.  I am hoping this is the last year i have to do any of this stuff.  I’d like to create a recurring Work project and assign the Work to an office manager next year.  Some of the tasks I want to put in the Work are:Renewing tax software license - Nov 15 Rolling forward tax software - Dec 1 Rolling forward depreciation software - Jan 31 Pay state CPA firm dues - Feb 15 Updating engagement letters - Dec 15 Renewing technical subscriptions - various EtcAny ideas would be appreciated.I am trying to Clockwork my firm.Thanks,Marty

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Terri Warren
Superstar
2 years ago

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