Virtual Assistant Portfolio

I’m Allison from Pennywise PA. Below is a selection of virtual assistant and remote admin work, including income and expense reporting, business research, lead lists and data organisation.

These examples show the practical, structured support I can provide to help small businesses stay organised and manage everyday administrative tasks more efficiently.

Income & Expense Reporting

Example income and expense reporting spreadsheet created by Pennywise PA

Organising income and expenses into clear, structured spreadsheets, including transaction records, running balances, and simple monthly summaries (totals and net profit) to support day-to-day financial organisation.

Business Research &
Lead Lists

Example business research and lead list spreadsheet created by Pennywise PA

Researching and organising business data into clean, structured lead lists, including key contact information and service details to support outreach and business development.

Calendar & Scheduling Management

Example calendar and scheduling management tracker created by Pennywise PA

Managing calendars and coordinating meetings, ensuring appointments are scheduled, confirmed, and organised to support efficient day-to-day operations.