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Routines
Learn about the routines that run {{business.name}}
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Routines
Summary
Assignee
Frequency
Type
Description
1
Email Management
Daily
Admin
Open
2
Weekly Stand Up
Weekly
Admin
Open
3
Review Independent Contractor Invoices
Monthly
Admin
Open
4
Pay Quarterly Taxes
Quarterly
Accounting
Open
5
Reconcile Bank Statements
Quarterly
Accounting
Open
6
Sales & Funding Planning
Quarterly
Accounting
Open
7
Manual/SOP Review & Update
Annually
Admin
Open
8
Update Processes in the Manual
Weekly
Admin
Open
9
Automation Improvements
Bi-Weekly
Tech
Open
10
Download Monthly Statements
Monthly
Accounting
Open
11
Monthly Bookkeeping
Monthly
Accounting
Open
12
Record a Video
Monthly
Marketing
Open
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