Financial Tasks Quiz

  • Use this scale:

    1. = Nope, haven’t addressed

    2. = I’m doing it but takes too much time or I’m not happy with results

    3. = I’m getting it done

    4. = I’m getting it done efficiently and happy with the results

    5. = I rock at this one!
  • Ongoing Tasks:

  • Once a year:

    (approximately 2 hours per project)
  • Other financial tasks need to be complete every couple of years:

    (approximately 2 hours per project)
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