101 things a Virtual Assistant can do

Have you wondered what tasks a Virtual Assistant can actually do to help your business?

I know that there are at least 101 things I could do to help business owners save time and money and I have detailed them here.

Administration tasks that a Virtual Assistant can do to help your business:

1. Help you with your emails, including replying, creating folders and filters and organising.
2. Review / proofread documents for you, such as business documents or letters.
3. Liaise with your suppliers on your behalf.
4. Liaise with your customers or clients on your behalf to keep in regular contact.
5. Help you find a gift for a supplier or customer or send a thank you card.

Data related tasks that a Virtual Assistant can do to help your business:

1. Creating and managing spreadsheets, adding formulas and other formatting.
2. Create a database for the business contacts that you meet (and get rid of that pile of business cards).
3. Update or ‘clean’ your database or CRM.
4. Show you how to use Google Drive, Google Docs and Google Sheets.
5. Organise computer files so they are named and filed appropriately.
6. Create reports and statistics relevant for your business by using your data.

Sub Total: 11

Diary related tasks that a Virtual Assistant can do to help your business:

1. Book or arrange meetings on your behalf.
2. Schedule your diary with new meetings and events.
3. Remind you about events, deadlines or meetings.
4. Review your workload or to-do list and help you plan and prioritise.
5. Prepare a schedule based on your diary commitments and travel plans for a corporate trip.
6. Find relevant networking meetings for you to attend.
7. Find local events that would be relevant for your business.

Sub Total: 18

Event related tasks that a Virtual Assistant can do to help your business:

1. Plan your next staff party or corporate event.
2. Research venues for your next business meeting or corporate event.
3. Find workshops or activities for your next staff do or corporate party.
4. Find entertainment for your next staff do or corporate party.
5. Create event invites for your next corporate event and record and chase responses.

Sub Total: 23

Finance tasks that a Virtual Assistant can do to help your business:

1. Create and send invoices to your clients or customers.
2. Chase your clients or customers for outstanding payments.
3. Set up automatic reminders on Xero so overdue invoices are chased without any input from you.
4. Reconcile your bank transactions on your accountancy software.
5. Get your bookkeeping up to date if it is behind.
6. Record all of your business transactions on accountancy software on a regular basis.
7. Review VAT transactions and prepare your VAT return for submission.
8. Organise and record all of your receipts/expenses for business trips.
9. Review and approve staff expense claims and receipts.
10. Review timesheets from staff and work out hours worked for payroll.
11. Work out bonus amounts due to staff.
12. Create a system for your bookkeeping processes.
13. Work with your accounts team to review processes and make changes to make the process more efficient.
14. Set up accountancy software for your business and show you how to use it.
15. Show you the benefits of Xero and the features it has.
16. Show you how to use reports from Xero to review business performance.
17. Analyse financial reports and give you a simple easy to read summary of what the figures mean.
18. Create a budget for your business and show you how to check if you are on track with finances.
19. Work alongside your accountant to make sure they have the information they need for your year-end (and reduce your accounts bill as a result).
20. Update you on new tax rules or updates that affect PAYE, NI or Self Assessment.

Sub Total: 43

HR tasks that a Virtual Assistant can do to help your business:

1. Work with you to make sure you have HR processes in place for your business.
2. Set up and maintain a staff database for you.
3. Help you with HR software and ensure it is up to date.
4. Create HR templates or documents for your business.
5. Reply to potential candidates for job roles and schedule interviews.
6. Help research job descriptions and specifications for your new vacancy.
7. Set up a holiday booking system for your staff and create a holiday diary.
8. Create an office diary and record employee anniversaries and other milestones.
9. Create a new starter process for your company.
10. Create an employee leaver process for your company.

Sub Total: 53

Marketing tasks that a Virtual Assistant can do to help your business:

1. Help you with the basics of your WordPress website and how to update it.
2. Help you set up a business social media account on Facebook, LinkedIn, Instagram or Twitter.
3. Set up your business listing for Google My Business.
4. Help you plan a social media diary and schedule your content.
5. Show you how to use a tool to schedule your social media posts.
6. Reply to questions or comments on your social media posts or blog.
7. Create a performance report on social media following or website visits.
8. Plan and research ideas for your blog.
9. Help you write your privacy policy, T&C’s and cookies policy for your website.
10. Check your website for keyword content and broken links.
11. Reply to reviews of your business on Google, FaceBook or Trustpilot.
12. Find free images for you to use for your website or blog.
13. Make sure you are connected with your business contacts on social media.
14. Researching articles relevant to your business for you to share.

Sub Total: 67

Process related tasks that a Virtual Assistant can do to help your business:

1. Create template documents so you don’t need to create the same thing over and over again.
2. Review a process and suggest improvements.
3. Plan your next process change, including trial, implementation and review.
4. Create reports relevant to your business performance such as weekly sales figures.
5. Create forms that are relevant to your business, such as client enquiry form.
6. Create training documents for your new staff.
7. Create documents for your team on how to complete a process.

Sub Total: 74

Project tasks that a Virtual Assistant can do to help your business:

1. Manage a project for you, work with your team and report to you on its progress.
2. Complete a project for you to make sure it is completed and on time.
3. Help you plan a project, including resources, timescale and staffing.
4. Create a project budget and monitor it regularly.
5. Help you use a project management tool to make sure your project is monitored appropriately.

Sub Total: 79

Research tasks that a Virtual Assistant can do to help your business:

1. Research new suppliers and get quotes.
2. Find local suppliers and businesses to build up your local network.
3. Research potential new clients before you meet with them.
4. Research your competitor and summarise what their offering is.
5. Research a new legislation that affects your business and tell you what you need to do.
6. Research a new standard/process for your industry and tell you how it affects your business.
7. Research new office premises that meet your criteria.
8. Research content that your competitors post on social media.
9. Research new software such as CRM systems.
10. Review and summarise industry news or updates.
11. Help you put together a scope of work document for third-party suppliers.

Sub Total: 90

Startup tasks that a Virtual Assistant can do to help your business:

1. Help a startup business with general help on what you need to consider.
2. Help explain the tax and income implications when you go self-employed.
3. Help you create a business plan if you are a new startup.
4. Help you plan the launch of your new startup including setting targets and timescales.
5. Help you create business processes and systems for your new start-up.

Sub Total: 95

Travel and logistics that a Virtual Assistant can do to help your business:

1. Find options for travel and accommodation for your corporate trip to fit budget/specification.
2. Find options for travel and accommodation for your next holiday to fit budget/specification.
3. Book flights, hotel accommodation and transfers.
4. Arrange meal reservations, events or sightseeing for trips.
5. Prepare an itinerary based on your travel plans.

Sub Total: 100

And the 101st thing that a Virtual Assistant can help you with?

1. Take a mess and make it good.

Total: 101