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Schedule

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A schedule lists commonly used stages in sequence that will achieve the work to be done and specifies the start and end date of the work to be carried out. In turn, the practice can monitor work outstanding and costs not yet billed to the client. A schedule is usually cyclical because the nature of the work involved in them can be repeated time and time again for the same client or another client.

An example of a schedule could be work carried out at different intervals such as:

  • a yearly schedule example — 2005, 2006, 2007 and so on

  • a quarterly schedule example   — First Quarter, Second Quarter, etc.

  • a monthly or weekly schedule example — Bookkeeping, Wages, or similar.

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CCH Practice Management

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