Admin Automation Checklist for Bookkeepers

Receipt & Document Chasing

Texting clients like Tom at Riverside Plumbing for missing Home Depot receipts
Drafts specific emails listing unmatched transactions automatically.
2h/week
Automatable
Organizing photo receipts into correct monthly folders
OCR scans receipt photos and logs data to Google Sheets instantly.
45 min/week
Automatable
Following up on unsigned engagement letters
Sends polite follow-up reminders via email or SMS based on your schedule.
30 min/week
Automatable

Re-reading 40-message threads to find Sarah's explanation of the $2,300 charge
Converts voice notes into categorized transaction memos in QuickBooks.
1h/week
Automatable
Categorizing Peak Roofing's $3,200 Acme Supplies charge as COGS
Logs categorization instructions from voice commands directly to sheets.
40 min/week
Automatable
Recalling verbal agreements on expense splits during calls
N/A - Requires human judgment during live negotiation.
20 min/week
Manual

Tracking Chen restaurant payroll due Friday vs Martinez sales tax due 10th
Manages Google Calendar invites with automated pre-deadline alerts.
50 min/week
Automatable
Remembering to start bank recs for Bloom Bakery on the 1st
Sends recurring monthly reminders prioritized by client urgency.
25 min/week
Automatable
Coordinating schedule changes when clients delay document delivery
N/A - Requires direct conversation to reset expectations.
35 min/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

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Christine handles your emails, scheduling, documents, and more — so you can focus on bookkeepers.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task