Providing the Freedom to Pursue your Vision

Virtual Assistance

Virtual Assistance

What can a Virtual Assistant do?

Grab a pen and paper.  Write down all the things you do during a day or week.  Spend a few minutes and do that now.  Now, circle all the tasks that directly contribute to your bottom line; focus on those that allow you to pursue your vision.  From the tasks that are left, start two new lists, those you like doing, and those you avoid until you absolutely have to do them.

So let’s start with the list that you avoid.  How much time do you spend working on (or putting off) these tasks?  Why are you avoiding them?  How would your business grow if someone else were to gladly accept and turn around a product that is better than you can do on your own?  What would you do with the time that suddenly becomes available?

Here are a few tasks that I currently perform for clients:

  • Bookkeeping Services  (See Bookkeeping Services page for more detailed list)
    • - Daily, Weekly, or monthly updates
    • - Bill Payment Reminders
    • - Invoicing and Accounts Payable
    • - Payroll and 1099s
    • - Financial Statements
  • Answer and screen incoming phone calls
  • Voice mail set up and monitoring
  • Set appointments
  • Confirm appointments
  • Customer Service/Help Desk
  • Prepare Reports and PowerPoint Presentations
  • Travel Plans and arrangements
  • Holiday Greetings
  • Email Screening
  • Reminders of upcoming events or appointments
  • Proofreading and editing important documents
  • Business Card and receipt Scanning
  • Training Manuals and Training
  • Website updates
  • Correspondence by email, fax and direct mail

Benefits of using Crofoot Business Services, LLC

  • Relief from time consuming tasks that keep you from doing what you do best - growing your business.
  • Systematic and creative approaches to tasks that allow you the time to meet with clients, spend time with family… have a life!
  • Another set of eyes on documents to put your business in the best possible light
  • Lower Overhead - you pay only for the time worked - I pay my own taxes
  • I maintain my own computer, fax, printer, phone line, desk and office
  • Available when you need me, not just 9 am to 5 pm Monday through Friday as a typical employee

How does it all work?

While you would normally walk across the office to hand your assistant a task, with Crofoot Business Services, LLC, you would make a phone call, send an email or fax.  Online systems make it simple to transfer files, transfer phone calls and retrieve voice mail.  Scanners take paper documents and create electronic copies; online banking is safe and secure, and passwords are protected under lock and key.  Remote access makes it simple to retrieve documents and work on files remotely.

Working together, we will develop options to fit your comfort level.  Creative ideas will be presented for approval before implementation.

Still wondering how Crofoot Business Services, LLC can assist you?  Contact us for a free confidential interview and custom proposal.