Accountant's Solution - To Do List for Accountants

The accountant is responsible for analysing, reporting and giving advice on financial matters of a company and individuals. Financial information provided by the accountant helps managers, business owners, tax authorities, investors and other decision makers to make right decisions on resource allocation. The accuracy and timeliness of the financial information depends on how the accountant is organized and whether he uses task management software to arrange his daily tasks and duties.The accountant may perform the following tasks:

Organizing t ask into categories

Task and categories are the building mechanism which helps organize the workflow of the accountant. Daily tasks and duties should be organized into categories. This will allow the accountant to plan his work better and create a structured list of tasks. Task management software can be used as a daily organizer which allows to create categories and subcategories for the tasks of the accountant. For example, to the category "Reports" he can add a new subcategory "Financial report for the 3 rd Quarter". In this subcategory the accountant can specify tasks necessary for building the financial report.

Using checklists and task templates

The accountant can simplify his workflow by using checklists and templates . For standard and frequently repeated events, for example, filling tax return, he can use checklist/task template which shows action list the accountant should do to fill tax return. By using task management software, the accountant can create in the category "Templates" a new subcategory "Filling Tax Return" and add such checklist as follows:

The accountant can specify each of the tasks in the checklist by using Notes and Comments. When the accountant needs to fill tax return, he can copy the tasks in the checklist to a new category, for example, category "Tax Return 1 st Quarter 2009".

Human resource management

If accountant gets responsibilities of supervisor or team leader while a new investment project is running, he needs to organize the project team and create a list of human resources involved in the project. The way to add the team members in a single resource list is to use Resource List view of task management software. For each of the team members the accountant can specify such details as Name, Job Title, Department, Email Address and Phone. When the resource list is composed, the accountant can export it to MS Excel sheets and print it to get a hard copy.

Choosing the right software for the accountant

If you are an accountant, you can choose one of the following task management products depending on your specific needs:

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