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Organization: Sample Certification

How do you organize your digital bookkeeping files?

I use folders named by client and year.
I implement a folder structure by client, year, and transaction type (e.g., invoices, receipts, bank statements). I also utilize a naming convention for files to ensure easy searchability.
I keep all documents in one folder on my computer.
Other - Write In Please enter an 'other' value for this selection.

Which of the following best describe your system for keeping track of important information and deadlines

Please enter an 'other' value for this selection.

How do you manage your time and workload effectively, especially with multiple clients?

Please enter an 'other' value for this selection.

You've been given a large project with several components. How do you break it down and ensure timely completion?

I outline all the project components, identify dependencies, create a timeline with milestones, and allocate resources accordingly.
I dive right in and start working on the first part that comes to mind.
I make a simple list of steps and try to work my way through it as quickly as possible.
Other - Write In Please enter an 'other' value for this selection.

How do you manage deadlines when working with multiple clients?

(Choice C): I use project management tools to track deadlines, allocate time for tasks across different clients, and set reminders for milestones and deliverables.
I handle tasks as they come in, focusing on the ones that seem most urgent.
I maintain a simple calendar and try to space out larger tasks throughout the month.
Other - Write In Please enter an 'other' value for this selection.

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