By Yorkshire VA

Stay organised, feel in control, and get your time back.

🗓️ Weekly Admin Tasks

• [ ] Clear and sort inbox
• [ ] Reply to urgent/overdue emails
• [ ] Review to do list
• [ ] Update CRM or client records
• [ ] File your documents
• [ ] Review calendar
• [ ] prep for meetings

📆 Monthly Admin Tasks

• [ ] Send receipts and statements to bookkeeper or VA
• [ ] Do the bookkeeping (if you don’t have a bookkeeper or a VA)
• [ ] Audit your subscriptions and software tools
• [ ] Create financial reports
• [ ] Review the financial reports
• [ ] Archive completed projects
• [ ] Update templates, forms, or client processes