Essential Bookkeeping Tasks

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2021 Key Dates

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S.M.A.R.T Goals Worksheet

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Budget Spreadsheet


Tax Document Retention Guidelines

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How long should you keep the documents that support your tax return?

Capterra Budget Spreadsheet

SMART goals set you up for success by making goals specific, measurable, achievable, realistic, and timely. The SMART method helps push you further, gives you a sense of direction, and helps you organize and reach your goals.

Important filing dates for Federal Estimated Income Tax Payments, Federal Income Tax Returns, Federal Payroll, 2020 Pay Reportings, Texas State
* Note: Original dates shown, some filing dates have been extended due to winter storms and COVID-19

Key tasks to keep on top of your bookkeeping and how often you should be doing them