Accounting

Accounting SOPs

Cutting a Check

Faxes we Receive

Making a Back-Order

Meter Readings for Printers

Payroll

Driving Payments

Employee Timecards & Payroll

View Time Sheets

Phone answering

Receiving Payments

Apply Customer Credit when NOT Receiving a Check

Entering Checks & Making a Deposit QB Printable Deposit Slip Editable version

Receiving a Refund back from a Vendor

Receiving Payment via Credit Card

Receiving Statements from Vendors

Reconciling Bank Statement

Reconciling Credit Card Statement

Sending Customer Statements – do on the 1st & 15th

Sending Sales Invoices

Setting up New Employee

Setting up Scanner

Setting Terms for New Customer

Splitting PPS across 2 Weeks

Vendor Payments

Once a Week

A/R Aging Calls -Friday

All Things Lowe’s

Sending Out Cards

Make New Calendar & Change the Saying

Enter Rent-on hold at present

Send New Invoices & Confirmations to Reps

Once a Month – On the first

Interest Payment

Birthday Celebrations

Terry Burton Dust Collection

Quarterly (January, April, July, and October first)

Quarterly Sales Tax Payments

Quarterly Fuel & Mileage Reports

Entering Receipts for Peterbilt Truck Records

Forms:

Carbide Recycling Form

Lost Packing slip Printer-friendly version

Lumber Tags Editable

Moulding Set-ups to use for Scheduling

Prehanging Job Tracking Sheet

Sales Tax Exemptions Certificate/Form 149

Shipping Label Warning for Jim/Orange Labels/Carrots PDF

Time Off Request form Printer-friendly version

W-9/Request for Taxpayer Identification Number and Certification