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Which product does which job.
Start from the work in front of you. Each job has one home.
| The job | |||||||
|---|---|---|---|---|---|---|---|
| Keep a client list | |||||||
| Track filing deadlines | |||||||
| Request documents from a client | |||||||
| Track time and bill it | |||||||
| Turn bank statements into books | |||||||
| Produce financial statements | |||||||
| Run a pay run | |||||||
| Track CRA remittances | |||||||
| Prepare T4s | |||||||
| Keep a minute book | |||||||
| Record a dividend | |||||||
| Review receipts | |||||||
| Track stock by SKU | |||||||
| Invoice with GST and PST | |||||||
| Track policy renewals |
Clients, jobs, deadlines, time and billing
Open practiceBookkeeping from the bank statement up
Open ledgerCanadian pay runs, remittances and year-end
Open payrollCorporate records and the minute book
Open registryReceipts, claims and travel
Open expensesClient policies, renewals and premiums
Open insuranceProducts, purchases and invoices
Open inventory