Email and Task Management PD

Email subject: Updated P&L

Email contents: Hi [Bookkeeper]!

Could you send an updated P&L to Sam Smith? Could you also republish in Keeper? Thank you!

• Read and file

• Complete in 2:00 or less and respond to center to let them know it is completed.

• Complete in 2:00 or less, respond to sender, and plan for a follow up

• Respond to sender to acknowledge receipt and create a task to address it later

Email subject: Add new property to balance sheet

Hi [Bookkeeper]!

Serena has just purchased a new property. I am including the HUD-1 on this email. Could you please make sure this is added to the balance sheet?

• Read and file

• Complete in 2:00 or less, respond to sender to confirm completion

• Complete in 2:00 or less, respond to sender to confirm completion, and plan for a follow up

• Respond to confirm receipt, Create a task to address it later

Email subject: Keeper Update

Hi [Bookkeeper]!

I wanted to let you know that Keeper just made an exciting new update and you can now create journal entries from within Keeper. Check it out when you get a chance!

• Read and file

• Complete in 2:00 or less and respond to let the sender know it is completed

• Complete in 2:00 or less, respond to sender, and plan for a follow up

• Respond to acknowledge and create a task to address it later

Email subject: Receipt for Melina

Hi [Bookkeeper]!

Here is a receipt that Melina sent over last night. Could you add this into the books. Also, could you add a question into Keeper asking her to send over any receipts at the end of each month?

• Read and file

• Complete in 2:00 or less and respond that it is completed

• Complete in 2:00 or less , respond, and plan for a follow up

• Respond to acknowledge and create a task to address it later

Email subject: Your Client Asked you a Question in Keeper!

Question in Keeper: Could you please pause payroll for me for the next 2 months?

• Read and file

• Complete in 2:00 or less and respond that it is completed

• Complete in 2:00 or less , respond, and plan for a follow up

• Respond to acknowledge and create a task to address it later