25 Tasks a Virtual Assistant Can Do to Save You Time

Updated: Mar 22


Many small business owners are struggling to do it, for this reason Virtual Assistants exist. We are here to help small business owners have assistance when needed, whether on a one-off basis or on a monthly basis plus we provide that much needed support so that you do not feel so alone.

So what is it we can do to help you, well, here are 25 tasks I, as a Virtual Assistant / Bookkeeper can do for you:

  1. Creating and sending out your invoices / Estimates / Quotes / Credit Notes.

  2. Chasing them all important unpaid invoices.

  3. Reconciling your transactions as well as uploading your receipts in Xero / FreeAgent / Sage / QuickBooks or a spreadsheet.

  4. Designing amazing eye-catching graphics in Canva for all your social media.

  5. Designing advertising flyers or even birthday cards to send to your clients/customers for your business.

  6. Adding subtitles and branding to your videos.

  7. Scheduling your social media posts.

  8. Doing some research for you.

  9. Creating and designing an email campaign.

  10. Type up your blog from audio.

  11. Set up a CRM.

  12. Create a workbook in Canva.

  13. Mail merge - type up then print and stuff letters ready to post.

  14. Data Entry - input all your contacts into your CRM or input your finances on to a spreadsheet.

  15. Create a Social Media Business page.

  16. Convert Word document into PDF or PDF into Word.

  17. Book travel arrangements.

  18. Create templates i.e. headed paper, invoice, credit notes, timesheets, welcome packs.

  19. Organise meetings for you via Zoom or in person.

  20. Set up a monthly newsletter, design and email to clients.

  21. Set up your Esty shop.

  22. Build and update a Wix website.

  23. Organise your online filing system.

  24. Follow up with clients/customers with a Thankyou email/card to add that personal touch to your business. Designed with your branding in mind.

  25. Set up a client questionnaire form.

This is a small list of the tasks I can help with so if you find that you are always doing your business admin in the evenings or weekends then why not 'Book a Call' with me, you never know I would help you with more than you think.


For a FREE no a obligation chat click on the photo below and schedule in a call with me.


Heidi - Virtual Assistant

Keeping your Books Ltd

hello@keepingyourbooksltd.co.uk


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