So, you have considered hiring a Virtual Assistant, otherwise known as a VA?  Maybe you’ve even hired one, and now what?

How does it all work?

Here are 6 steps to a successful partnership with a Virtual Assistant.


Most professional Virtual Assistants offer contracted services to their Clients. A contract is a necessary requirement for most, as it protects not only the interest of you as the Client but also the Virtual Assistant. Be sure to carefully read your contracts and don’t be afraid to ask questions if needed.

Documented Processes

It will be easier to delegate projects and/or tasks if you have clear processes for repetitive tasks outlined. This will reduce the margin for error by letting your VA know exactly how you carry out processes within your business. Once you and your VA are up and running together then you can hand over updating and creating procedures to them. An easy place to keep processes for everyone to access is in programs like One Note or Evernote. These programs allow you to create chapters, sections etc. and that makes it easier to keep things current.


Be crystal clear on your needs and your wants. Decide right off the bat what the best form of communication is for you both. Some VA’s prefer tasks to be added directly to project management software like Trello or Asana. Other’s preferring to receive instructions via email. You as the Client may prefer a phone call, email or even text messages. Whatever the form of communication, be sure to set out expectations.


Further to documenting your processes be sure to provide clear and detailed instructions. Although most VA’s would love to add mind reader to their resume alas it is not an ability we yet possess! If you are not sure how to communicate via writing then be sure to call your VA directly, or do a little walkthrough video. Find a way to give clear instructions in a way that is easiest for you.

Use Technology

There are so many fantastic programs out there that make working remotely and with a virtual team easy. Here are some of the most common ones out there (most of them free):

  • Last Pass – Allows users to store and share access to programs, information etc. in a safe and secure manner without sharing your usernames and passwords.
  • Asana – Project management program that allows you to set up teams, projects, delegate work, communicate, set deadlines and more.
  • T-Sheets – Allows VA’s to track their time by the minute for accurate and honest billing.
  • Screen-Cast-O-Matic – Create videos, presentations, capture your screen as you work to provide a video operation manual. So many great features!
  • One Note or Evernote – use these for online manuals, policy and procedures, store your blog topics and mark them done, create checklists and more.

Hire the Right VA for your Business/Needs

It seems like that is a no-brainer, right? What a lot of people don’t realize is that most VA’s will have a couple of niche areas that they specialize in. For instance, some are designers/creative VA’s, others might specialize in certain fields like real estate, law or medicine. Depending on what you need you may hire multiple VA’s who can work together to get your business where you want it to be!

Ready to get your business organized, free up your time and get new projects started?

Contact us today to find out how we can help get your business to the next level!

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I’m contacted daily by small business owners and solopreneurs whose businesses have undergone rapid growth but they’re not sure if now is the right time to outsource some of their administrative work.

Let’s take a look at some telltale signs to determine if your small business would benefit partnering with a Virtual Assistant:


Do you find yourself buried underneath a never ending pile of administrative work?

Small business owners and solopreneurs go into business for themselves because they are passionate about their product or service and want to spend their time with their customers. This often results in a backlog of administrative duties that must be attended to, or you run the risk of it affecting your business.


Are you struggling with client retention? Building up a strong network of clients is crucial for small business owners and solo entrepreneurs, in order for your business to thrive and prosper.

I’ve received many calls inquiring about my services, from small business owners and solo entrepreneurs who are distraught that their biggest client just walked and they don’t know what happened.

After further discussion it seems that they were either too preoccupied with:

  • keeping up with administrative duties to provide the personal attention that they had been giving previously.


  • they were spending all of their time with their customers and the administrative duties fell to the wayside. Regardless of the cause, the damage is done and a plan must be created to move forward.


Has your growth stalled because you are stuck working on all of the administrative business rather than income producing activities?

In order for your business to grow, you must find a way to spend the majority of your day on income producing activities, while balancing your administrative tasks. When in doubt, delegate!


Feeling overwhelmed by your email inbox?

Is your email inbox inefficient? Prioritizing and responding to email is an important part of running your small business. However, many small business owners struggle to balance responding to emails, and working directly with customers.


I know, this sounds like an oxymoron, how could you possibly be spending too much time marketing your business?

You’re right.  You do need to market your business in order to get clients, it’s a fact of small business.  However, without a plan you can waste countless hours on social media, creating/proofing ads and throwing a bunch of quickly produced, non-brand representing flyers into the wind hoping for something to catch.


Are you burning the candle at both ends? Feeling burnt out?

When your business is your passion, it’s often difficult to create the separation of work and home.  There’s always work to be done and it’s easy to fall into the vicious cycle of working 24/7.  In order for you to be effective and your business to flourish, it’s important to dedicate time for you that is spent on non-work activities.


Proper bookkeeping is an essential part of all business and it’s important to set up an Accounts Payable and Accounts Receivable so that you can keep track of your small business finances.

How did your business measure up?  Is now  the right time to partner with a Virtual Assistant so that you can redirect your focus and attention on income-producing activities?


Small Business

While sitting here preparing my mountain of receipts for tax time, I realized that I was not taking my advice and using a system to streamline this process. I needed to develop a way moving forward that would save me time, and with that it would save me money, not to mention my sanity, when preparing my taxes.

I have systems in place for almost everything in my business which helps me maximize my time and minimize my effort. Systems, I think, at least, are a HUGE must do in businesses of any size but especially for the Entrepreneur. We all have systems we follow on a daily basis in our personal lives. These systems allow us to make the most of our morning and get us to your desk on time. Some of us lay out clothes the night before, set the coffee maker to brew automatically (you know that life blood you can’t go without) or leave at the same time each day to beat the traffic. This system you have created is to make life easier. Why not have systems for your business as well?

Here are a couple of systems you should implement or modify to help you and your business.


Utilize a reliable online calendar that syncs with your phone, computer, iPad, and whatever other electronic devices you may have. If you have trouble keeping up with your appointments, then schedule everything into your calendar with reminders. Put your to-do list in your calendar and use it to hold you accountable. Remember if you need to leave the office for a meeting be sure to account for your travel time so you are not late. If keeping up with appointments and being where you need to be is a challenge, consider hiring someone to manage your calendar for you.


Use a program like Box, DropBox or Google Drive to store all your documents so you can access them anywhere. Keep it organized in a manner that works for you. Set up a filing system online so you can quickly find what you need and not waste time searching through folder after folder or worse get somewhere only to realize you left your paper file at the office or home. Keep your system simple. If you will be hiring staff or staff uses your filing system be sure that they know how to keep it organized in a way that works for you. Procedure manuals are great for keeping this information in and all businesses, small or large, should have one (that is a blog post for another day).


Accounting is a huge pain point for a lot of businesses, including my own. Really who likes doing all that nit-picky paperwork every month (unless you are an accountant of course or numbers are your thing). Noooo, thank you. However, it is a necessary evil, or as we all know businesses die, and or the tax man gets very cranky. Utilize an accounting software that streamlines the process for you and keeps it manageable. Work with an accountant that supports the way you do your business and can suggest ways to make it easier to track your income and expenses. Perhaps even outsource your monthly accounting, if your budget allows, so you have only minimal involvement. As Entrepreneurs accounting can eat up a huge chunk of our time, the easier and more intuitive we can make the system the better. When all else fails, outsource to someone who loves accounting and will take great care of your business and you.

While this list is small and obviously not all-encompassing the key to remember is to keep it simple, automate, automate, automate, and delegate where you can. Be sure to document your systems once you find a series of steps that work for you and your business so that others may follow them. Be open to suggestions and try new things. You never know when someone might make a small tweak and all of a sudden bang! All the pieces fall into place, and now you not only have time on your hands but a proven winning system.

If you find yourself in a place where you don’t know where to begin please feel free to contact me for a free 15-minute consultation. Let me help to simplify the process.


Virtual Assistant, Support, Travel, Assist


All of us could use a little help from time to time. The great thing about using a Virtual Assistant is that you can use them on an as-needed basis. You don’t have to worry about filling their time, providing a workspace or fussing with payroll.  I am willing to bet there are 10 things now that you could delegate to a Virtual Assistant that would hand you back a chunk of invaluable time. Talk about a return on investment that is almost instant! Time is so precious these days so wouldn’t you like to have more? Let me explain a bit about what a Virtual Assistant is and how they can help.


A Virtual Assistant (also called a VA) is generally described as an entrepreneur who works remotely from home and assists people or businesses with administrative, creative and technical tasks online.


Virtual Assistants are becoming more and more commonly used and are an absolute hidden gem. They can handle almost all the same tasks as an in-house assistant with many benefits. VA’s are typically independent contractors who work on a contract or freelance basis and can give a multitude of services. Some specialize in certain fields such as real estate, technology or medicine. With today’s technology, there is not much that you cannot outsource to a Virtual Assistant. Here is a list of the common tasks that Virtual Assistants typically offer:

  • Database Management
  • Online Email Management
  • Word Processing
  • Travel Arrangements
  • Research – Online
  • Presentations – Conversion to Power Point etc.
  • Calendar Management – Online
  • Expenses and Bookkeeping
  • Social Media Management
  • Marketing
  • Client Care
  • Website Management
  • Desktop Publishing

Each Virtual Assistant will have their own strengths and specialties so be sure to do your research and find the right one to fit your needs and wants. It is also important that you and your VA be a personality match, especially if the Virtual Assistant you hire will be reaching out to your clients. You want them to represent you, your business and your brand effectively.

Could you use a Virtual Assistant? What are some of the items you could delegate today?