Month-end paperwork routine for small agencies
Block 45 minutes on the last Friday (or first Monday). Same checklist every month.
The routine
- Scan e-sign inbox — download anything completed
- Rename and file into each client’s
03-signed - Move finished projects’ loose files into the right subfolders
- Update the pending-signature board; nudge or close stale cards
- Export or save invoices into
04-admin - Archive clients with no activity in 12 months into
_Archive - Note next month’s renewals / retainers on the calendar
Ad slot — in-article
Why it works
You’re not “getting organized someday.” You’re closing the month like you close the books — light, repeatable, boring in the best way.