![]() This means that your second or third hire could be an Inside Sales Agent or Prospecting assistant. This can be a huge problem, as you would be missing out on potential new business, and risk losing substantial revenue. However, they are generating a ton of leads, but you don’t have enough time to qualify all of them or establish contact with them to determine their interest level. Maybe you already have a marketing person and they are not experiencing constraints just yet. However, you need the time investment in order to make it effective, which is why hiring a designated marketing person is key. Thus, social media and other online channels can be essential to open up new business opportunities. It's inevitable that once you hire your first virtual assistant, it will only be a matter of time before you or your team experiences constraints once again, and needs more help.Īs you experience growing pains, whether you are solo or on a team, consider which type of task you need the most help with or time in.įor example, if you are not generating enough leads for your business, then hiring a marketing virtual assistant would be a great second hire, because they will manage your social media and run lead generation campaigns through Facebook ads and other methods.Īccording to Forbes, 85% of financial advisors use social media to generate leads and new business. When you run, grow, and scale a business, it, unfortunately, doesn’t stop at one hire. When Do You Need to Hire Your Second or Third Virtual Assistant This way, they can delegate tasks so they can begin focusing more on these revenue-generating activities. If your team can’t focus on new projects that will land big clients, double client sign-ups, or grow the business in another way, then it’s time to hire a virtual assistant. Have them include all activities, tasks, and projects they want to do but don’t have the time or bandwidth to do or tasks they can barely get done on time or miss deadlines for. If you have a small team, have your team complete this same exercise. Spending too much time on these non-essential tasks can limit the number of clients you can have at one time, and therefore limit your earnings on a quarterly and yearly basis. If you work solo, then you should not be spending the majority of your time updating spreadsheets, creating content for social media, or filling out paperwork.Īll of these tasks take time away from directly managing the money of your clients and meeting with them. This mini step-by-step checklist can apply to you if you are a solopreneur or if you have a small-to-medium-sized team and you are considering bringing on more help. To determine if you need to hire your first bookkeeping virtual assistant, follow the steps below:ġ.) Write out the list of tasks you do on a daily and weekly basisĢ.) Divide these tasks into 2 separate columns, one column of activities that directly contributes to the revenue and growth of your business and one column of activities that don’t directly contribute to revenue.ģ.) If the column of non-revenue generating activities is longer, then it’s time to redirect your time to more valuable activities and hire a virtual assistant. ![]() If you are the only person running your business, or you have a small team, having a virtual assistant can be extremely beneficial to your business, financially and productivity-wise. When Do You Need to Hire Your First Bookkeeping Virtual Assistant? These types of tasks include data entry, filing out client paperwork, basic bookkeeping, other administrative tasks, social media management, and much much more. What is a Bookkeeping Virtual Assistant?Ī bookkeeping virtual assistant is a remote assistant hired by an Accountant, Financial Planner, Financial Advisor, or other finance professionals who need help completing the administrative, marketing, and operational tasks of the business. I n this article, we will go over what a bookkeeping virtual assistant is, how to know you need to hire one, and the tasks you can delegate to a bookkeeping virtual assistant. Sometimes it can be easy to forget about expenses and business operations when you're helping so many others.Īdditionally, it can be extremely difficult to have enough time in the day to complete all of the work, start new projects to grow your business, and even take care of yourself and your family.īy delegating non-essential or non-revenue generating tasks to an assistant, you can focus on spending time with clients, getting new clients, and growing your business. That’s why bookkeeping virtual assistants can be highly beneficial to their practice. Accountants and financial advisors spent countless hours every week advising their clients on their money management and tracking expenses. ![]()
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