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Bookkeeping/Accounting Tasks and Employee New Hire Packet

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Keeping track of bookkeeping/accounting tasks and the information that is required when you hire a new employee can be pretty overwhelming for a business owner or bookkeeper.  In the normal rush of day-to-day activities; sometimes important items can get overlooked and come back to bite you later.

Welcome to Tuesday Training!

Tuesday TrainingTuesday Training is a new feature here on the QuickBooks for Contractors blog.  While everyday focuses on training of one sort or another, Tuesday’s are dedicated to more in-depth training.

We’ll teach you the things you need to know about using QuickBooks, that you won’t find in the QuickBooks Help file, in order to successfully run your construction business and obtain accurate job costing reports; from eBooks, live webinars, and recorded training sessions.

You’ll find high-quality (budget friendly) training without having to leave the comfort of your home or office.

Bookkeeping & Accounting Tasks

We’ve compiled a list of daily, weekly, monthly, quarterly, and annual bookkeeping and accounting tasks to help you stay on track – this is also a handy checklist to provide to a new bookkeeper.

This list is geared for contractors and include items such as certified payroll reports, AIA billing draws, Worker’s Comp, and General Liability Insurance tracking reminders.

Excel format, so you can easily add other items and customize it to meet the needs of your business.

We hope that you’ve found today’s Tuesday Training items to be helpful to your business – if so please take a moment to leave a comment or share this with others on your favorite social media network using the buttons below

Download your free copy of our Bookkeeping and Accounting Tasks checklist here.


Employee New Hire Packet

What should a “New Hire Packet” contain? Federal W-4, State W-4, and Form I-9 at a minimum – but that really isn’t enough information to keep on file.  You, as well as your bookkeeper needs to have more information about a new employee than what is available on these forms. Utilize our New Hire Checklist” to provide your bookkeeper with additional information about the employee.

Word format, so you can easily add additional information and customize it to suit the needs of your business.

Download your free copy of our Employee New Hire Packet by clicking here.

We hope that you’ve found today’s Tuesday Training items to be helpful to your business – if so please take a moment to leave a comment or share this with others on your favorite social media network using the buttons below.

4 Responses to Bookkeeping/Accounting Tasks and Employee New Hire Packet

  • Hi Sharon
    Thanks for taking a moment to leave a comment! Welcome:-) I’m glad you are finding useful “stuff” here!

  • I found your blog last night while doing research. What an amazing site to find handy information. I have already learned so much. Thank you.

  • Hi Michelle
    Thanks for the great compliment 🙂 Communication and organization are tough – we’re all so busy – and it’s so easy to overlook things. Lists like this are great tools. These actually originated back in the days that I was a bookkeeper and would go in once a week for some of my smaller contractors, they’d leave me what they felt was the right amount of information, but they always left something out that I needed. These lists provided them with a way to give me everything that I needed so I could get things set up correctly and not have to chase down the missing info.

  • What great resources for small business owners! Thank you for compiling this information and making it available!

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About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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