When starting out as a new virtual assistant there are specific tools that will make your business run and operate smoothly. Having a streamlined method for managing client projects, organizing client and customer data, as well as tracking your business finances allows you to keep the most important items of your business well-organized from the very beginning.
Consider the following systems when creating your new virtual assistant business.
Project Management System
A project management system organizes the various projects involved with your virtual assistant business. It can be used to coordinate projects for clients as well as projects for your own business. An efficient project management system will allow you to perform many different tasks. You should be able to add project deadlines and due dates, create checklists, and attach necessary files. Assigning tasks to subcontractors or employees is another helpful feature.
Trello and Asana are two examples of a project management system.
Client Management System
Imagine having all of your customer information in one place giving you the ability to manage customer data in one single platform. This is what a client management system, also known as CRM, Customer Relationship Management, will do for you. With a CRM you can track and store all communication with your clients, schedule meetings and appointments, share various client information with subcontractors or employees, as well as streamline the entire onboarding process for all new clients and customers.
Dubsado and Zoho are two examples of a client management system.
Accounting Program
You may not think you need an accounting system at the start of your business. It’s very important to begin the habit of tracking your income and expenses on a regular basis. This will save you much time come tax season. It will also give you a bigger picture of how well you are managing your business finances. An overall view of your finances can also help you set future financial goals. Although there are accounting programs available, you can begin with something as simple as a spreadsheet allowing you to track your monthly income and expenses.
Quickbooks Online and Wave are two examples of online accounting programs.