Dan's Daily Checklist
Preparation Date
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Month
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Day
Year
Date
Checklist
Rows
Completed
Daily Mornings and afternoon office walkthrough — Ask employees if they need help
Daily Check email/respond to support requests and internal requests
Daily Check Adobe signatures, e-file if signed
Daily Check Drake for any staff members who have fallen behind, provide support as needed
Daily Send mail, that is left in assistant's cubical
Daily Prepare weekly trainings
Daily Review EF rejects resolve
Weekly Payroll for Nicolas DiDonato CPA LLC and Mansur Law Group
Monthly: Prepare Mansur Law group accounting functions send financial reports to Nick
Monthly: Prepare internal financial statements send to Partne
Annual Prepare Nicolas E. DiDonato CPAs LLC tax return
Annual Prepare Mansur Law Group tax return
Submit
Should be Empty: