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Lisa Lattimore
Roaring Fork Tax & Accounting
| Popularity | Title | Work Type | Location | Downloads |
|---|---|---|---|---|
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1
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1099 Potential Vendor Review |
2
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|
2
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2
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Year-End Checklist |
2
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2
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|
3
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Weekly Bookkeeping |
1
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|
1
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|
4
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Update SUI Rate |
1
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|
1
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|
5
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Run Payroll |
1
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1
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|
6
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Record Payroll |
1
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|
1
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|
7
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New Client Onboarding: Setup COA |
1
|
|
1
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|
8
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1099 Prep & Processing |
1
|
|
1
|
|
9
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Monthly Close |
1
|
|
1
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|
10
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Quarterly Payroll Reconciliation |
1
|
|
1
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|
11
|
WA Sales/Excise Tax |
1
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|
1
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|
12
|
Team Lead Review |
1
|
|
1
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|
13
|
Revisit Client Goals |
0
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|
0
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|
14
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Share New Client Onboarding: Setup & Intro |
0
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0
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|
15
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30 Min Monthly Call |
0
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0
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|
16
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1099 Potential Vendor Review |
0
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0
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