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Know Your Client Checklist

Know Your Client Checklist For Accountants Obligations Practical Template Checklists

When you do use checklist effectively, you’ll be much better organized, and you’ll be much more reliable. You’ll experience less stress, safe in the knowledge that you haven’t forgotten anything important. More than this, if you prioritize intelligently, you’ll focus your time and energy on high value activities, which will mean that you’re more productive, and more valuable to your team.

Recently, The Art of Manliness provided an historical look at checklists, along with a detailed primer in deciding which lists will work for you, culled from the excellent, The Checklist Manifesto. You can implement the same routine in your daily work to help give you a greater shot at success.

To be well organized in the workplace, you need to be using To-Do Lists. By using them, you will ensure that: You remember to carry out all necessary tasks. You tackle the most important jobs first, and don’t waste time on trivial tasks. You don’t get stressed by a large number of unimportant jobs. - Start by listing all of the tasks that you must carry out.

One of the biggest advantages to using a software-based approach to manage your to do checklist is that you can update it easily. For example, instead of scratching off tasks and rewriting the list every day, software allows you to move and prioritize tasks quickly.

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