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Workplace Safety Checklist

General

Keep work areas clean and organized

Ensure all tools, materials, and equipment are in good working order

Ensure all safety equipment is properly maintained and in place

Ensure all workers have access to first-aid supplies

Ensure all workers are aware of and follow all safety guidelines

Make sure all workers are properly trained on the use of any machinery

Equipment

Ensure that all machines are equipped with guards and have been maintained according to manufacturer's instructions

Ensure that all machines are designed with safety features that prevent injury

Ensure that all workers are familiar with the proper use of machine controls

Ensure that all workers use the proper protective clothing when operating any machinery

Ensure that all machines are switched off and locked out when not in use

Chemicals

Ensure that all chemicals are labeled and stored in a secure area

Ensure that all workers are aware of the potential hazards of all chemicals

Ensure that all workers use the appropriate protective equipment when handling chemicals

Ensure that all hazardous waste is disposed of properly

Hazards

Ensure that all potential hazards are identified and addressed

Ensure that all workers are aware of the risks associated with the work environment

Ensure that all workers are trained in the proper use of safety equipment

Ensure that all workers are trained in the proper use of emergency evacuation procedures

Ensure that all workers are aware of and follow all safety procedures

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Workplace Safety Checklist

General Guidelines

Ensure that all employees understand the safety protocols established by the company.

Provide employees with proper personal protective equipment (PPE).

Ensure that all employees are adequately trained in safety policies and procedures.

Regularly inspect the work environment to identify potential hazards.

Perform periodic safety audits to ensure compliance with company safety policies.

Ensure that all employees follow established safety protocols.

Safe Work Practices

Establish safe work practices for employees to follow.

Encourage employees to report any safety issues or concerns.

Provide employees with the necessary tools and equipment to perform their job safely.

Ensure that all employees adhere to the proper use of tools and equipment.

Enforce safe work practices and correct any unsafe practices.

Emergency Procedures

Establish emergency procedures in the event of an accident or injury.

Provide employees with emergency contact information.

Train employees on how to respond to emergency situations.

Ensure that employees are aware of the location of fire extinguishers and safety exits.

Reporting Requirements

Ensure that employees know how to properly report injuries, illnesses, and hazardous conditions.

Ensure that all injuries, illnesses, and hazardous conditions are documented and reported to the appropriate authorities.

Ensure that all employees are aware of the company’s reporting requirements.

Equipment Safety

Ensure that all equipment is properly maintained and in safe working condition.

Ensure that employees are properly trained on the proper use of equipment.

Train employees on how to identify potential hazards associated with equipment.

Inspect all equipment frequently and replace any worn or damaged parts.

Hazard Identification

Train employees on how to identify potential hazards in the workplace.

Ensure that employees are aware of the proper procedure for reporting potential hazards.

Inspect the work environment regularly to identify potential hazards.

Encourage employees to report any safety issues or concerns.

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Year-End Accounting checklist

Financial Statements Preparation

Review and reconcile all general ledger accounts

Prepare adjusting journal entries for accruals, depreciation, and amortizations

Prepare and review preliminary financial statements for accuracy

Tax Compliance

Gather and review all necessary documentation for tax filings, including expense receipts and income records

Calculate estimated tax payments and make any necessary year-end adjustments

Consult with a tax advisor to identify tax-saving opportunities and ensure compliance with the latest tax laws

Payroll and Employee Benefits

Verify employee information and update records if necessary

Reconcile payroll summaries and ensure all payroll tax filings are accurate

Review employee benefit plans and contributions for compliance and funding status

Inventory Management

Conduct a physical inventory count and reconcile with inventory records

Write off any obsolete or damaged inventory

Review inventory valuation and adjust for any market changes or lower of cost or market considerations

Accounts Receivable

Review aged receivables and follow up on outstanding invoices

Assess the need for bad debt write-offs and allowance for doubtful accounts

Send out statements to customers and clients to remind them of any outstanding balances

Accounts Payable

Review all unpaid bills and schedule payments to optimize cash flow

Ensure all expenses are recorded in the correct period

Reconcile supplier statements with your accounts payable ledger

Fixed Assets

Review fixed assets register and ensure it is up to date

Calculate and record depreciation for the year

Assess and record any impairments or disposals of fixed assets

Budgeting and Planning

Compare actual performance against the budget and analyze variances

Update budget forecasts with actual year-end results

Prepare the budget for the upcoming year based on historical data and projected growth

Internal Controls and Compliance

Review internal control procedures and update documentation as necessary

Ensure compliance with relevant accounting standards and regulatory requirements

Plan for any necessary audits, internal or external, and prepare the required documentation

Investments and Financing

Review investment portfolios and performance

Ensure debt covenants and terms are met and payments are up to date

Analyze financing needs and explore options for the upcoming year

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Yearly Accounting Department Goals Setting checklist

Review Previous Year's Performance

Analyze the year-end financial statements for insights on performance

Evaluate the achievement of last year's accounting department goals

Gather feedback from team members on the successes and challenges faced

Set New Financial Goals

Establish revenue targets for the upcoming year

Define cost-saving objectives to improve profitability

Determine capital budgeting for investments and expansions

Compliance and Regulation

Ensure alignment with new and existing tax laws and financial regulations

Plan for the annual audit and set goals for an unqualified opinion

Update internal control procedures to meet changing compliance requirements

Technology and Process Improvement

Identify opportunities for automation to increase efficiency

Evaluate and upgrade accounting software and tools if necessary

Set goals for reducing closing cycle times and improving reporting accuracy

Professional Development and Training

Assess skill gaps in the department and plan for targeted training

Set goals for professional certification or continuing education for staff

Encourage cross-training within the department to build redundancy

Stakeholder Engagement

Improve communication and reporting to management and external stakeholders

Set goals for enhancing transparency in financial disclosures

Develop a plan for regular interaction with other departments to align financial goals

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