The one-page admin checklist you'll actually use

There’s no shortage of admin advice online - my blog included.

But let’s be real, you don't read most of it or you’ll forget about it. If you’ve already read my ultimate small business admin checklist, you’ll know how staying on top of the small stuff can save your sanity. But if you want something you can actually use like a physical to do list or digital file?

This one-page admin checklist is exactly that: simple, clear, and easy to follow. No fluff. Just the weekly and monthly tasks that will keep your business running smoothly.

Weekly checklist

• Clear and sort your inbox

• Reply to any urgent or overdue emails

• Review to do list for the week

• Check in on clients and projects

• Update your CRM or client records

• File contracts, receipts or important documents

• Review your calendar and prep for any meetings

  
  

Monthly checklist

• Send receipts or statements to your bookkeeper (if you have one)

• Do your bookkeeping (if you don’t have a bookkeeper)

• Create financial reports

• Review your financial reports (how is your business financial health and where can you make improvements? Do you have any big expenses coming up that you need to prep for?)

• Audit your subscriptions and software tools (do you still need that subscription to photoshop or did you only need it for one month? Any trials running out soon?)

• Archive your completed projects

• Update templates, forms, or client processes

• Reflect on the month and set new goals

• Plan the next month

  
  

Bonus tip

Set repeating reminders in your calendar so these tasks become second nature. You can even turn this list into a checklist in Notion, Trello, or google docs. Whatever you use. In fact, I’ve saved you some time. Here is a notion template!

Need a hand with your admin?

If this list feels really helpful but also overwhelming, I can take care of these tasks for you! I’m a virtual assistant who actually enjoys organising inboxes and updating spreadsheets. You can check out my services and pricing here! Shoot me an email at annelies@yorkshireva.com or fill out my contact form to get started!