What Tasks Can I Delegate?

Administration

• Checking clients' inboxes and advising you if it needs your attention

• Calendar management (scheduling, sending calendar invites, updating booking sheets)

• Updating client Handbook, Airtable, and spreadsheets.

• Research

• Copying and pasting info from 1 spreadsheet into a document.

• Drafting documents (pdf and word)

Bookkeeping:

Global team members are unable to finalise coding / payments, etc. The VA must check and authorise all work and send all emails to clients.

• Forwarding bills from the client's inbox to Hubdoc to Xero DRAFT folder then filing the paperwork appropriately

• Managing Hubdoc (e.g., coding bills and checking for any "stuck" bills)

• Supplier statement reconciliation (The VA must email this to the client once checked)

• Daily / weekly Xero bank feed reconciliation bank rules or green bill matches (VA to set up as many bank rules as possible)

• Creating draft AR invoices

• Set up payment in Xero, BNZ, Paypal.

• Generating Aged Payables Summary, Reconciliation, and Account Transaction Reports (VA to send to client)

• Sending out and checking monthly statements once the VA has approved them

Creative Services:

• Create newsletter, graphics, branding concepts

• Design, edit, and update brochures, flyers, logos, booklets, documents, certificates, and graphics

• Update websites such as, but not limited to, adding events, contacts, contents, and interactive apps.

• Create monthly analytic reports

• Going through worksheets and checking the fonts and font size

• Update pages on Teachable