Part three in my workflow series is all about the monthly tasks! I took all the steps to become a legitimate, licensed, business this year, and so I have to keep up with some monthly tasks so that I don’t get overwhelmed trying to do it all at the end of the year. I also use it to keep track of my social media for the month 🙂
In case you’ve missed the first two, you can find them here and here!
Pardon the cell phone quality!
Like I’ve mentioned before, I keep a binder of all my workflows so that I treat every client, and every month the same way. It also helps me keep track of everything I need to do, so I don’t forget.
These are what my monthly tasks consist of:
- Blog schedule
- Finances on paper
- Finances on pixifi – I keep track of my finances in two different spots just to have a second record!
- Calculate sales/use tax for the month.
- Calculate income tax for the month
- Month in review blog post/FB status
- Back up blog
- Extra (This is where I put things specific to that month, or something that I need to do that isn’t already listed, such as organizing e-mails and adding up the mileage)
That’s it! It’s pretty simple, but it keeps me in line and accountable 🙂
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