Essential Bookkeeping Tasks

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

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2021 Key Dates

Important filing dates for Federal Estimated Income Tax Payments, Federal Income Tax Returns, Federal Payroll, 2021 Pay Reportings, Texas State
* Note: Original dates shown, some filing dates have been extended due to winter storms and COVID-19

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S.M.A.R.T Goals Worksheet

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.

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Budget Spreadsheet

Capterra Budget Spreadsheet


Tax Document Retention Guidelines

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

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