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Set up annual recurring tasks for finance

Cool Tools - Asana

Set up annual recurring tasks for finance/accounting deadlines

Staying on top of finance and accounting deadlines can be challenging, especially regarding recurring annual tasks. To stay organized and ahead of the game, setting up recurring tasks using a task management tool like Asana is recommended.

With Asana, you can easily create tasks, reminders, and lists to manage your work efficiently and effectively. For example, you can set up reminders for annual Secretary of State statement of information filings or insurance renewals. By automatically reminding you of these tasks, you can stay ahead of the curve and coordinate with your brokers well before the renewal deadline, ensuring you secure the appropriate coverage levels.

Utilizing Asana can streamline your workflow and simplify tracking important deadlines, making it easier to stay on top of your finance and accounting obligations.

Create tasks, reminders, and lists to move your work forward. Asana is a task manager that’s easy to use but powerful enough for complex projects.

What are your favorite tools? We’d love to hear from you.

Zumifi’s ongoing bookkeeping services manage your financial activity with a complete turnkey approach. We deliver solid books that provide key real-time information, accessible anywhere, anytime, on any device.

We create a custom combination of online, cloud-based tools, including QuickBooks Online, Bill.com, Box.com, and other unique combinations to truly leverage technology. This enables us to fully automate your system, eliminate data entry, and simplify and facilitate your bookkeeping. And we ensure accuracy and completeness so that every dollar counts.

The Scope of Zumifi’s Bookkeeping Services:

  • Accounts Payable Services – Recording, tracking, and paying vendor bills.
  • Accounts Receivable Services – Recording and tracking customer invoices and payments.
  • Payroll Services – Processing payroll per each client’s instructions regarding amounts to pay; processing and filing appropriate payroll taxes and tax forms.
  • Reconciliations – Reviewing and balancing bank and credit card transactions; notifying the client of any discrepancies and resolving discrepancies per the client’s instructions when appropriate.
  • They are reporting – Generating financial reports based on the collected data.

Contact us today or call 415.550.3070 to learn more about our experience and expertise and how you can benefit from customized bookkeeping services to meet your business needs.

Don’t Forget

State of California – A new state law mandates electronic submission of all employers’ tax returns, wage reports, and payroll tax deposits.

Beginning January 1, 2017, employers with ten or more employees must electronically submit employment tax returns, wage reports, and payroll tax deposits to the Employment Development Department (EDD). All remaining employers will be subject to this requirement beginning January 1, 2018.

Set it up now to get ahead of the curve!

We can help – Contact us today!

Asana – Set up annual recurring tasks for finance.