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Why Every Accountant Could Use a Virtual Assistant

By Barbara Beauregard   |    September 15, 2016   |    11:28 AM

Accountants spend endless hours looking for ways to save money for their clients. Unfortunately, many fail to recognize some effective ways to cut their own operational costs. By allowing accounting entrepreneurs to offload critical tasks, a virtual assistant can drastically increase productivity and allow professionals to focus on the things that matter most.

What Exactly is a Virtual Assistant?

Essentially, a virtual assistant is a trained professional that provides executive-level support to entrepreneurs and small business owners. Using a virtual assistant can shave hours off an average workweek, especially for growing accounting practices in high demand. What's more, modern virtual assistants boast impressive expertise that allow them to perform a myriad of valuable tasks, ranging from administrative to customer relations to client outreach to market research and more.

What Can a Virtual Assistant Do?

Virtual assistants can help accountants save money and time in a number of ways, including:

  • Data Entry

  • Calendar management, including confirming appointments, scheduling meetings and more

  • Receptionist tasks, such as answering phones and organizing/filing paperwork

  • Research of every kind, including content for newsletters, blog posts and email marketing

  • Social media management to help establish and maintain contacts

  • Research and book travel

  • Website updates and maintenance

  • Client outreach, including thank you notes, phone calls, emails and more

  • Customer support

  • Event management

  • Direct mail campaign management

  • Track marketing statistics and performance

  • Create and send invoices

  • Follow up on unpaid client invoices

  • Track and pay business-related bills

  • Create reports using your accounting software

  • Create and send welcome packages to new clients

  • Maintain and update a database of client information

  • Schedule meetings and send reminders

  • Transcribe audio files

  • Personal errands

  • Track project deadlines and deliverables.

A Customizable Asset

Time is the most valuable resource for any entrepreneur. Fortunately, you can create more time by outsourcing key tasks to qualified, experienced professionals. There's no limit to how a virtual assistant can help your accounting practice. Whatever your unique needs, you can hire someone who specializes in that area. That means spending less time on daily operational tasks and more time building your business.