What tasks can you pass on to virtual PA services?

Virtual PA services have both similarities and differences from the traditional PA model. Unfortunately, some business owners are reluctant to sign up for support from virtual PA services because they don’t know what they can reasonably ask their virtual PA to do. This means they’re missing out on some great support. 

If you’re wavering about taking up virtual PA services, you’re not alone. To help you, we asked virtual PA Juliet to talk us through the top tasks her clients ask her to do. We’ll also look at more unusual tasks and how to go about finding the right support to deliver them. Read on to find out more.

 

Top tasks for virtual PA services

Email

Juliet: Email monitoring is one of the biggest areas of my role. With hundreds of emails arriving every day, it can be difficult for business owners to pick out the most important ones. That’s why I manage client’s inboxes, monitoring the emails to make sure that the right people see the most important messages and action them. 

I keep my own records as well. If I notice an important email has not been actioned, I follow up with the recipient, so it doesn’t go unanswered. 

Initially, I send holding emails in reply, so the sender knows their email has been seen. As time goes on and I get to know client’s businesses and how they work, I can reply to some emails myself, taking the pressure off the core team. 

Outsourcing email monitoring means the clients can focus on their core business, confident that there is a VA looking out for the most important messages and taking the pressure off. 

Accounts

Juliet: Having worked with several clients, I’ve got to know different types of accounting software! This helps me slot into a new business easily and makes me more confident about taking on a new accounting platform. I enter the right data into the platform and chase and reconcile invoices. 

Many business owners cite finance as their weakest area – if you hate it, you’re not alone! Fortunately, outsourcing means invoices can be reconciled more quickly, and business owners don’t have to worry about it.

Reporting

Juliet: Many of my bigger clients have boards of trustees who have oversight of the business figures. Part of my role is to assemble quarterly reports, pulling together information from other sources so the trustees have an accurate picture of the business. 

Preparing for board meetings can take up a lot of precious time. Fortunately, outsourcing the quarterly reports gives you that time back. 

Events

Juliet: I often organise events, training, and conferences for my clients. I’ve built up my own directory of venues and other services to help the practical side of business events run smoothly.

I love being able to share my established contacts with my new clients. Because I have worked with many different businesses over the years, I’ve developed a network of events contacts which I use to support my current clients. 

What about other business support?

Get Ahead has a wide range of virtual experts. Even if you have tasks that fall outside virtual PA services, we have the expertise to deliver them. For example, we might match you with Juliet (or someone with similar skills) to put together a conference or stay on top of the emails. And if you have other jobs, like developing a new website or marketing a new product, other members of our extensive team can help. Even if you have more unusual requirements, like collating notes from a workshop, we hope you’ll come to us – we can always find the right support for your needs. 

Virtual PA services from Get Ahead

Our team offers back-office support, allowing business owners to concentrate on their primary offerings. By relieving them of the burden of paperwork, they reclaim the leisure time and flexibility they desire. Curious about virtual PA services? Explore our resources for more information – dive in and learn more!

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