Celebrating Working Moms with Virtual Assistant Support

As we celebrate Mother’s Day, it’s important to recognize the value of working mothers and the challenges they face. For Australian companies, hiring virtual assistants can provide valuable support and expertise to achieve a better work-life balance. 

Importance of Supporting Working Mothers 

Working mothers are an important part of the workforce. They often face the challenge of balancing their family and work responsibilities. Companies that support working mothers not only benefit from their expertise and skills, but also help create a more inclusive and diverse workplace.

The Benefits of Hiring Virtual Assistants 

Virtual assistants bring a wealth of skills and expertise to companies. They can provide administrative assistance, customer service support, social media management, and more. By hiring virtual assistants, companies can increase their efficiency and productivity, allowing their employees to focus on more high-level tasks.

Skills and Expertise of Virtual Assistants at Virtual Office Angels 

Virtual Office Angels provides virtual assistant support for businesses in Australia. Their virtual assistants bring a range of skills and expertise to their roles, including: 

  • Administrative support: managing calendars, scheduling appointments, handling email and phone correspondence, and more. 
  • Customer service: responding to customer inquiries, managing orders, and providing support via phone, email, or chat. 
  • Social media management: developing and executing social media strategies, managing social media accounts, creating content, and monitoring social media metrics. 
  • Digital marketing: creating and managing digital marketing campaigns, analyzing metrics, and optimizing results. 
  • Mortgage and loans processing support: handling loan applications, assisting with document preparation, and liaising with lenders and borrowers. 
  • Real estate and administration support: managing real estate transactions, handling contracts and paperwork, and providing administrative assistance to real estate agents and agencies. 
  • Financial planning assistance and administration: providing support for financial planning tasks, including research, data analysis, and report preparation. 
  • Accounting and bookkeeping assistance: assisting with bookkeeping tasks, including managing financial records, preparing invoices, and tracking expenses. 

Virtual Office Angels offers a comprehensive suite of virtual assistant services to help businesses increase their efficiency and productivity. Their experienced and skilled virtual assistants are committed to providing high-quality service and customised solutions to meet the unique needs of each company. By working with Virtual Office Angels, companies can save time and money, and focus on their core competencies to achieve their goals, thus, allowing them to focus on their core competencies and achieve their goals. 

Benefits of Working with Virtual Office Angels 

Virtual Office Angels is a professional service that provides high-quality virtual assistant support for Australian companies. They offer a range of services to meet the unique needs of each company, including: 

  • Customized solutions: virtual assistants are matched to each company’s specific needs and requirements. 
  • Professionalism and reliability: virtual assistants are experienced and skilled professionals who are committed to providing high-quality service. 
  • Time and cost savings: virtual assistants can help companies save time and money by providing administrative support and handling routine tasks. 

This Mother’s Day, companies can celebrate and support their working mothers by hiring virtual assistants from Virtual Office Angels. By doing so, companies can provide the support their employees need to balance their family and work responsibilities. In addition, companies can benefit from the expertise and skills that virtual assistants bring to their roles. 

Virtual Office Angels understands the hard work and dedication that working mothers put into both their personal and professional lives, and they strive to support and respect the work that they do. With the help of a virtual assistant from Virtual Office Angels, working mothers can achieve a better work-life balance, and companies can benefit from the increased efficiency and productivity of their employees. Contact Virtual Office Angels today to learn more about how their virtual assistants can help your business grow and succeed. 

Common Problems Start-Up Businesses Face

Common Problems

Are you thinking of starting a business? It is crucial to be aware of the challenges you will face in advance so that you can better equip yourself and yet find success.

Starting a business from scratch can be a daunting task. Entrepreneurs face numerous challenges as they embark on the journey of creating a thriving business. From obtaining funding and developing a strong business plan to attracting customers and hiring a team, start-up businesses must navigate a complex landscape. Today, we will explore the challenges that start-up businesses face and examine strategies for overcoming them.

Lack of Resources Such as Funding and Manpower

Even if you have the best idea on the planet, without the resources, start-ups may find it difficult to operate. It will be impossible to create new products, enter new markets, or simply pay a full-time office-based staff.

That’s where virtual assistants come in. They enable businesses to outsource services like administration, customer service, and marketing without having to recruit a full-time employee, making them a more affordable alternative for start-ups. High costs for office space, equipment, and employee benefits are reduced as a result. Furthermore, working with virtual assistants eliminates the need for expensive office space and promotes greater flexibility.

Difficulty in Finding and Retaining Customers

Lack of customers is one of the most frequent reasons why startups fail and can have a big impact on revenue and growth. Due to the need for a steady stream of customers, startups may struggle to make money. But what if you already have a full plate?

Time to bring in a highly skilled and capable virtual assistant. Professional virtual assistants can help businesses draw in and keep consumers because they work and find ways to automate menial tasks and offer crucial information into customer behavior and preferences. This could increase customer happiness and loyalty which eventually could lead to better sales and profits

Limited Time and Capacity For Tasks Beyond Core Business Functions

There are many ways how start-ups can be more productive from prioritizing activities based on their relevance and urgency before assigning them to team members to outsourcing virtual assistants. To maximize productivity, it’s also crucial to identify which part of the business can be automated and create streamlined processes and procedures to ensure everything works with minimal effort as much as possible. An experienced virtual assistant can support and assist in the time consuming menial tasks to ensure you are focused on the big picture of running the business. 

Virtual Office Angels recommends hiring a highly skilled and experienced virtual assistant who knows the As to Zs of your industry. Their task lists includes appointment setting email management, document preparation and organization. Additionally, they can conduct market researches, answer customer care questions, and help post, update and manage your social media to ensure your postings are updated regularly.

Inexperience and Lack of Expertise in Certain Areas

Inexperience and lack of expertise can have various negative impacts on start-ups, such as poor decision-making, inefficient resource allocation, ineffective marketing strategies, and difficulty in attracting investors. It can also lead to operational and management challenges, which may impede growth and sustainability. Therefore, it’s essential for start-ups to identify areas where expertise is lacking and seek support or guidance from experienced professionals or mentors.

Virtual assistants can provide start-ups with a range of services to help fill the gaps in expertise. They can assist with tasks such as administrative duties, bookkeeping, social media management, customer service, and even marketing. By outsourcing these tasks to a virtual assistant, start-ups can focus on their core competencies and save time and money in the process. Additionally, virtual assistants bring a wealth of experience and knowledge to the table, which can help start-ups make informed decisions and avoid costly mistakes.

How Virtual Assistants Can Help Start-Ups Succeed

Whether you’re thinking of starting a business or already running a business, here are how virtual assistants can help you succeed.

Outsourcing a Virtual Assistant is a Smart Way to Save Money While Having Your Expected Outcome Delivered

  Cost is the primary reason to outsource.  You can save 100% on infrastructure cost without the need for office space, expensive hardware and software expenses or equipment needed for day-to-day work.

Virtual Assistants Can Handle Both Administrative and Specialised Tasks

Appointment settings, email management, and document organization are all administrative and support tasks that virtual assistants are particularly proficient at handling. By automating time-consuming processes, they can enhance productivity by freeing you up to concentrate on more crucial work. A highly-skilled VA can also accomplish specialized tasks. Our most in-demand VA skills include mortgage and loans processing support, real estate and administration support, financial planning and administration and accounting and bookkeeping assistance

Virtual Assistants Can Assist With Marketing

Virtual assistants can assist in marketing and social media management by scheduling and publishing posts, analyzing data to optimize content, responding to messages and comments, conducting market research, and creating reports. They can also assist with email marketing, lead generation, and search engine optimization.

Virtual assistants have become great tools for start-ups because they offer a variety of advantages to business owners, including as cost savings, higher productivity, and improved efficiency. Entrepreneurs can concentrate on their key capabilities and expand their businesses by contracting out administrative and specialised work to virtual assistants.

Contact us and hire your highly-specialised virtual assistants. Let Virtual Office Angels pave your way to success.

Improve Client Retention With Virtual Assistants

Do you find it difficult to keep clients coming back? Perhaps you know how to keep them and even have a system in place, but you simply cannot fit any more work onto your already overflowing plate.

Whatever the case may be, keeping current and loyal clients is preferable than to constantly seek out new ones. Customer loyalty is rewarded not only by increased sales but also by word-of-mouth advertising and constructive criticism. Customer loyalty and trust in a brand can be fostered through positive interactions with regular customers.

How do you handle negative feedback from clients? Can you reliably deliver first-rate goods and services? How can you set yourself out from the competition in order to maintain customer loyalty? Do you have a method set up to record and evaluate consumer comments in order to retain more of them? These are the important questions we must answer to keep clients coming back again. 

Maintaining satisfied and devoted client base, however, is no simple chore. To ensure their return, you must pay them great attention and expend considerable effort. Virtual Office Angels has the high-level virtual assistants you need to overcome the frequent challenges with customer retention that businesses have to face.

Common Problems in Client Retention

Lack of Personalized Attention

Personalised service is a method of providing support to consumers that emphasizes meeting their unique requirements and preferences. As companies strive to set themselves apart from the competition and establish lasting bonds with their clientele, this approach has grown in popularity in recent years.

When clients don’t feel valued or heard, they may be more likely to seek services elsewhere. By providing personalized attention, businesses can build stronger relationships with clients and increase the likelihood of repeat business.

Poor Communication

Poor communication can result misunderstandings, eroding trust, and causing frustration. Clients are more likely to leave a business when they feel like their needs and concerns are not being heard or addressed. Effective communication, on the other hand, can help build strong relationships with clients and increase their loyalty to the business.

Inconsistent Follow-ups

In order to show a company’s dedication to its consumers, consistent follow-ups are essential in customer service. Businesses who follow up with clients demonstrate their appreciation for their patronage and commitment to ensuring their satisfaction. Additionally, follow-ups offer a chance to get client feedback, address any issues, and forge closer bonds with them. Consistent follow-ups can also result in more client loyalty and helpful word-of-mouth recommendations, which are essential for any business to succeed. Meanwhile, inconsistent follow-ups can make clients feel undervalued and ignored.

Failure to Meet Expectations

Customers could decide to discontinue the service altogether or switch to a competitor that better fulfills their needs. To keep a client’s loyalty, it’s critical to meet or exceed their expectations continually; failing to do so might leave a client dissatisfied and have a negative impact on client retention.

Lack of Perceived Value in Services

At this point, customers can feel they aren’t getting value for their money and start looking for alternatives. In order to build lasting connections, service providers must effectively convey the value of their offerings and make an active effort to meet and surpass client expectations.

How Virtual Assistants Can Help With Client Retention?

Australian businesses have long benefited from the use of highly skilled virtual assistants. They can assist businesses in a variety of ways, including coordinating appointments, emails, and phone calls, performing research, and responding to special customer support requests. By putting automated routine processes, that virtual assistants can manage, youcan save  time and money and free you up to work on more crucial projects. Virtual assistants can tremendously assist and support you to ensure that  your clients keep coming back

Here are some ways virtual ways virtual assistants can assist with client retention.

Virtual Assistants Can Provide Personalized Attention Through Regular Check-Ins and Follow-Up Australian businesses have long benefited from the use of virtual assistants. They can assist businesses in a variety of ways, including coordinating appointments, emails, and phone calls, performing research, and even responding to customer support requests. By automating routine processes, they can save firms time and money and free up staff to work on more crucial projects. Virtual assistants can also help and guarantee that your clients keep coming back to you.

Virtual Assistants Can Improve Communication Through Prompt and Clear Responses
Virtual assistants can deliver correct information, promptly answer inquiries, and help customers in navigating complex systems. Furthermore, by delivering clear and succinct responses, virtual assistants can help prevent misunderstandings and uncertainty.

 Virtual Assistants Can Maintain Consistent Follow-Ups Through Automated Systems and Reminders

Virtual assistants can help in maintaining consistent follow-up through automated systems. For starters, the are able to  set up automated email campaigns to keep in touch with clients on a regular basis and send personalized reminders to clients for appointments, payments, or other important dates. On top of that, an experienced and high-level VA can provide insights and reports on client retention rates and opportunities for growth.

Find your highly skilled and experienced  Virtual Assistant (VA) with Virtual Office Angels for your business. Contact us today and start increasing your client retention.

Improving Business Health with Virtual Office Angels Virtual Financial Planning Assistance and Administration Services on World Health Day

Healthy Work

World Health Day is a time to reflect on the importance of health and well-being. This year, the focus is on building a fairer, healthier world for everyone. At Virtual Office Angels, we recognize the importance of financial health in overall well-being, and we believe that businesses can benefit greatly from our Financial Planning Assistance and Administration services. Our Virtual Assistants can help businesses focus on all the time-consuming tasks and improve their financial health.

Financial planning is an essential component of running a successful business. However, it can be time-consuming and complex, especially for businesses without a dedicated finance team. This is where our Virtual Assistants can help. Equipped with the needed Australian Financial experience and knowledge, our highly skilled virtual financial assistants can provide the needed support to assist Australian Financial Planners and Mortgage Brokers thus helping them grow their businesses faster.   By outsourcing the day-to-day administration tasks to our highly specialised Virtual Assistants, businesses can free up their time and focus on other aspects of their operations thus helping them grow their businesses faster and easier too.

Here are some reasons why businesses need a Virtual Assistant to focus on financial planning and administration tasks:

Expertise: Our Virtual Assistants are highly skilled and experienced in supporting Australian Financial Planners and managing their day-to-day administrative tasks. They can provide priceless support that can save a lot of time and money to help businesses grow faster.

Time savings: By outsourcing day-to-day preparation of financial documents and administration routine tasks, businesses can free up their time and focus on other areas of their operations. This can improve productivity and efficiency thus saving a lot of precious time.

Time savings: By outsourcing day-to-day preparation of financial documents and administration routine tasks, businesses can free up their time and focus on other areas of their operations. This can improve productivity and efficiency thus saving a lot of precious time.

As we celebrate World Health Day on April 7th, let us remember that financial health is an essential component of overall health and well-being. By using Virtual Office Angels’ Virtual Financial Planning Assistance, Virtual Mortgage Support and Administration services, businesses can improve their financial health and build a fairer, healthier world for everyone.   Contact us today to learn more about how our Virtual Assistants can help your business achieve financial stability and success.

The Problems with Outsourcing and How to Solve Them

Outsourcing

Outsourcing a virtual assistant brings substantial benefits for your business.  Firstly, it can save you a lot of your time and a significant amount money because it is definitely more cost effective than hiring someone working with you in an expensive office.  However, there are also challenges that come with hiring one and it became more apparent during the pandemic when everybody started working from home when the world of virtual assistance and outsourcing boomed.

From the lack of quality control, communication issues, cultural differences to security concerns, etc so let us provide you with tips on how to overcome the problems that come with outsourcing.

If You’re Not Reaping the Benefits of Outsourcing a Virtual Assistant Yet…

Businesses of all sizes have been reaping the benefits of outsourcing virtual assistants who can help them not only with administrative tasks, but also accounting, marketing, mortgage and loans processing support and many more.

The act of employing a third party to carry out a commercial task that is usually handled internally is known as outsourcing. It is beneficial to businesses because it could lower costs, increase efficiency, allows you to concentrate on your core skills and most especially, gives you back the needed time you need to do and create other things you love. Access to specialist resources and talents that might not be accessible internally can also be provided by outsourcing.

If you’re feeling overwhelmed with work lately, it’s a sign to hire a virtual assistant right now.

Communication and Cultural Differences

Working with people that have different language and cultural standards can cause miscommunications, hence it is one of the major concerns when outsourcing. This could lead to confusion, delays, and unmet expectations. Finding common ground, cultural training, and clear communication can all help to lessen these difficulties.

Time zones can be a hurdle too since it can be challenging to organize meetings and coordinate communication when the outsourced business and the client are in different time zones. This could result in miscommunication and delays in finishing the project. Also, if there is a considerable time difference, it could force people to work outside of regular business hours, which can affect both productivity and work-life balance.

Established in 2020, Virtual Office Angels is a boutique outsourcing company that manages only highly specialised virtual assistants.  With hands-on expertise and experience in managing the Australian business culture and dealing with Australian clients,  VA productivity is higher with tasks easily done and completed with confidence and great knowledge.

Additionally, with the Philippines only 2 – 3 hours behind, it is easier to work on fixed Australian business hours. 

Quality Control and Performance Issues

When dealing with remote teams, quality control can be a concern because you are not working next to the staff and one is unable to correct mistakes that come along right away. 

This risk can be reduced by creating clear expectations, keeping communication lines open, processes in place and quality assurance procedures.  It’s also crucial to establish precise contractual agreements and closely examine prospective outsourcing partners. 

Virtual Office Angels has a team of HR and team leaders that ensure nothing is missed out.  From its VA Recruitment procedure and the VA Onboarding process, we are able to assist you in the needed support you need to ensure that tasks are done and completed to your expectation each and every day.

Lower Productivity Levels

Another problem with outsourcing is productivity, but it ultimately boils down to how well the outsourcing is handled. Setting expectations, keeping track of progress, and having open lines of communication can all assist to keep productivity on track. Also, selecting an outsourcing partner with a track record of producing high-quality work on schedule might assist reduce any productivity concerns.

Here are some tips to help make sure virtual assistants are effective during work hours:

·         Thoroughly explain the role, your expectations and outcome

·         Establish clear objectives and due dates

·         Provide needed on boarding and the special tools, if needed

·         Arrange regular progress updates or check-ins

·         Promote open dialogue and feedback

·         Track their work using productivity tools and software.

Security Threats and Concerns

Concerns about intellectual property rights, confidentiality, security lapses, and compliance with local laws and regulations can arise as a result of outsourcing.   For instance, outsourcing could entail disclosing private data to independent suppliers, raising the danger of security lapses and the potential loss of intellectual property. Also, there may be differences in how local rules and regulations are followed between countries, which can lead to moral and legal conundrums. When outsourcing, it’s crucial for businesses to carefully weigh these potential dangers and take the necessary precautions to reduce them.

Here are some guidelines to help you protect your company’s papers when outsourcing:

  • Carefully identify and communicate to the outsourcing provider your expectations and requirements for data security.
  • Make use of secure file-sharing and communication methods, such virtual data rooms or encrypted email.
  • Use security tools like firewalls, antivirus software, and data encryption to safeguard the devices and network of your business.

Choosing a highly reputable Australian outsourcing company such as Virtual Office Angels Pty Ltd with a proven track record can help mitigate or completely avoid the above challenges of outsourcing virtual assistants in Australia.   More importantly, you can work less, earn more and save a lot of your precious time to help you grow your business faster, easily.

Contact us and start your journey with a highly skilled virtual assistant tailored for your specific business needs.

Maintain a Work-Life Balance by Outsourcing – Hire a Virtual Assistant

Work-Life Balance

Have you been stressing out and feeling so overwhelmed lately that you’ve

Have you been stressing out and feeling so overwhelmed lately that you’ve missed out on special family gatherings and had to refuse invites from friends? Have you been spending long hours at work and at the end of the day feel like so little has been done and more tasks are still left in your inbox? When was the last time you took a holiday?
As the saying goes, if your business can’t survive and grow without you, then it’s not a sustainable business. You just got yourself a demanding job.
If your goal this year is to continuously expand and bring higher returns to your business while maintaining a work-life balance, outsourcing and hiring the right fit Virtual Assistant support (or a team of VAs) for your business is the best solution.

What’s a Virtual Assistant and How Can It Help You Maintain a Work-Life Balance?

A virtual assistant is an online worker who provides a variety of virtual services to businesses and entrepreneurs. Not physically working in your office, virtual assistants have the needed skills, knowledge and are equipped with tools to perform their duties. But not all Virtual Assistants are the same and created equal. While some VAs jump into the online world straight from uni with no experience at all, some of them perform their tasks by reading templates provided to them by their employers which means a lot of time, energy, money and resources are needed (and wasted) in their training and development.
At Virtual Office Angels, we can help you delegate and offload the time-consuming tasks that takes all your time and energy. With decades of HR experience, we can assist you in the search of only highly qualified Virtual Assistants (or a team of VAs) for your specific needs. With the right virtual assistant that matches your specific needs, you can have peace of mind in offloading all your workload to free yourself from all the time consuming tasks that bogs you down.

Here are some of the services a virtual office assistant from Virtual Office Angels can help you with:

Key Reasons Why Hire a Virtual Assistant for Your Business

Running a business includes a wide range of various, time consuming and meticulous tasks that can take so much of one’s time if not effectively delegated. If you want to maintain a better lifestyle, then stop working harder, and instead, you have to work smarter.

But there’s more to hiring a virtual assistant than getting things done faster. If you are still on the fence on hiring a virtual office assistant for your business, here’s a list of the main reasons why your business needs it now more than ever.

Reduced expenses without compromising the service quality

Any medium firm or small business owner can minimize overhead costs by employing only highly qualified and professional Virtual Assistants.  Cost is the obvious reason to outsource.  You can save – around 50% – 60% on labour cost, NO additional expensive infrastructure to pay, NO electricity bill, NO computer hardware and software expenses, NO superannuation cost, NO payroll tax and more importantly, without the hassles of a traditional employee (i.e. No Unfair dismissal issue, No harassment issues, No bullying, etc).    As one of our clients agan said, “Same quality, fraction of the costs”.   

Scale your business operations quickly

Delegate, delegate and delegate more so you can offload all the time consuming and repetitive tasks in your inbox to a highly qualified Virtual Assistant.  With this in place, you will have more time, can breathe better and focus to attending to the more important aspect of your business – getting more clients – Your client who also needs your time and attention to provide them the outstanding customer service that they deserve.

Avoid burnout

Hiring a virtual assistant will lower your workload significantly (and your blood pressure too).   Repetitive tasks like responding to emails, scheduling meetings, calendar management consume a lot more time than individuals believe. Besides, you’ll need more mental space for more important things. A virtual assistant can do these administrative and repetitive tasks and more.  By learning how to delegate these time consuming workload and reducing repetitive tasks from your plate, you have more time to achieve a healthy work-life balance.

Work-life balance is often overlooked because it is easier to stick to old habits. However, we can’t expect the same results by doing the same thing every day. Maximise outsourcing and let it grow your business faster and change your life for the better.

Ready to start your journey with the right Virtual Assistant for your business? Contact Virtual Office Angels now or read here why Virtual Office Angels may be the company for your business virtual staffing.

Empowering Businesses on International Women’s Day

International Women's Day

As we celebrate International Women’s Day, it’s important to take a moment to recognize and honor the amazing women of Virtual Office Angels. We have women in our organization in all different functions – from our talented and highly qualified Virtual Assistants who are making a significant impact in the world of business, helping small to large businesses grow faster, to our Team Leaders and Managers who mentor and guide our team, and our very own founder, Anne Villavieja.

Virtual Office Angels is a trusted partner for Australian businesses looking to leverage their time, money, and resources. Their expertise in the industry and their knowledge of the Australian business environment, combined with their understanding of the local Philippine talent, make them an invaluable resource for companies searching for the perfect match to help their businesses grow sustainably and ethically.

At Virtual Office Angels, women are at the forefront of everything they do, and they believe in empowering women by providing opportunities for professional growth and success.

On this International Women’s Day, let’s celebrate the incredible women of Virtual Office Angels and all the amazing women who are making a difference in the world of business.

Virtual Financial Planning Support: A Must for Financial Planners

A day in a life of a financial planner is hectic. Not only does one require the knowledge, professional competency in wearing many hats and beyond is also one of them. While you are on your way to success, getting there means ensuring that every nitty gritty of tasks on hand are covered not to mention having time for yourself, too.

This is where you need a reliable and a highly skilled virtual financial support assistant.

Let’s drill into the details and let us explore the why’s and how’s of getting on board a virtual financial planning support.

Why Hire a Virtual Assistant for Financial Planning Support?

You may want to believe that you can carry on with all your tasks and still grow on your own. However, it is impossible to earn double or triple without passing any tasks to someone else. Automation can’t solve everything yet and even so, it would still require human verification. Part of expansion is to find a virtual office assistant that you can rely on to and help you with administrative and other repetitive tasks so you can focus on what is more important.

Here are some of the many tasks you can delegate to a financial planning support assistant:

  • Organise meetings and appointments
  • Prepare client meeting pack that will include FSG, Adviser Profile, Fact Find, Risk Profile and Third-Party Authority
  • Ensure all important data is in the financial planning software like XPLan or Midwinter, to name name a few
  • Perform Fact Find wizard and risk profiling
  • Ensure all critical data is in financial planning software and CRM.
  • Double-check if data is incomplete and coordinate with product providers, clients, etc.
  • Lodge signed Third Party Authority to product providers
  • Assist in the preparation of Due Diligence reports
  • Input data to Wealthsolver, Xtools (CALM) and Risk Researcher
  • Monitor review dates for insurance
  • Send reminder letters and review letters to clients
  • Coordinate with insurers
  • Obtain Risk Quotes from Product Providers (i.e., policy types, benefit amount, etc.)
  • Pre-fill application forms and member data forms in preparation for the client’s signature before submission to government agencies or providers
  • Do research based on Client/s existing data risk, Superannuation, banking arrangements, etc.
  • Liaise and follow up information with fund managers, administrators and life companies regarding documentation, etc.
  • Update financial planning software and CRM for any changes in client’s circumstances
  • Update and communicate with clients regarding supporting documents required in preparing their SOA
  • Assist in the preparation of SOA

A virtual office assistant is widely preferred by Australians due to cost efficiency. With a virtual financial planning  support assistant, you don’t need to spend an extra overhead for someone you’d be requiring to show up in the office every day. Output will basically be the same as they are focused with their tasks on hand rather than spending their time chatting with their officemates.

On top of that, as we all need a break,  work does not need to take a pause while you’re spending some time bonding with your family. Take a holiday with peace of mind while your work runs on its own. Taking a break is one of the most overlooked essentials but our bodies and minds need it. Stepping out and re-energizing can give you better perspective when it comes to handling your work, and a well-trained virtual office assistant can definitely take care of the mundane tasks you left so you can put your mind at ease.

How Do You Hire a Reliable Virtual Office Assistant for Your Financial Planning

Not all virtual assistants are created equal. Since the pandemic started, the outsourcing industry has experienced big growth. As a financial planner who has built a reputation in the industry, you need an office assistant who cares about your business.

Sure, it can be tempting to hire a low-cost assistant. However, it is not guaranteed that they’ll be careful, for instance, with data security. 

There is always a considerable risk with adding a new member to your team without knowing their experience and capabilities. You’ll need a virtual office assistant who would stay in the long haul because hiring new staff for the same role costs you both time and money.

If you want to know if you are on the right path in hiring virtual financial support, here’s a quick checklist for you:

A Virtual Office Assistant Who Shows Up

Imagine hiring a staff who would only show up for a few days and then disappear after briefing them with all the necessary information. Or after a few weeks of work? Unfortunately, this happens a lot. Applicants would jump in and out from one employer to another for different reasons, and that’s the last thing your busy schedule would need.

It can be tricky to find an experienced online assistant who knows what to expect in working online and serving Australian financial planners. The best solution is hiring a company that offers online support services that specialise in financial planning.

That’s where Virtual Office Angels comes in. Our team is made up of highly-skilled and well-trained professionals whom you can rely on. We’ll do the screening for you to ensure that you get best virtual office assistant.

A Virtual Office Assistant Who Matches Your Requirements

While it is vital to find an online assistant who have the skills, experience and personality that may suit your requirements, an exact match based on what you need is what sets Virtual Office Angels apart from other service companies.

As we’ve been in the business for over 12 years now, we know what most Financial Planners need and at the onset, we shall already evaluate if the candidate is a match and would suit your requirement to a T.

A Virtual Office Assistant that Comes with a Supporting Team

And because we’d like to ensure that your virtual office assistants do what they say they’ll do, our Virtual Office Angels’ team leaders ensure that you reach your goal because your online assistant shows up on time and works effectively and efficiently on their tasks– whether you’re online or offline. A monthly check-up where the supporting team gathers feedback to see which area our virtual office assistants can improve on is also one way to keep the line of communication smooth. 

Ready to work with us? Contact Virtual Office Angels for a free quote: 1300 737 883.

The Complete Guide to Accounting and Bookkeeping Virtual Assistants

Accounting and Bookkeeping Virtual

Introduction: What is an Accounting & Bookkeeping Virtual Assistant?

Accounting and bookkeeping virtual assistants are one of the many specialized services that a virtual assistant can provide. They can do all sorts of administrative tasks, such as invoicing, bookkeeping, and payroll. They can be a great help for small business owners who have limited time to focus on these tasks.


Virtual assistants are becoming more popular in today’s world because they allow people to get things done without having to leave their homes or offices. With an accounting and bookkeeping virtual assistant, you can forget about the stress of doing tedious paperwork and focus on what you do best!

What Skills Does an Accounting & Bookkeeping VA Have?

Accounting and bookkeeping VAs have a wide range of skills that can be applied to a variety of
industries. They have experience in the following areas:

  • Accounting and bookkeeping
  • Data entry
  • Xero
  • Payroll
  • Bookkeeping for small businesses, start-ups, and individuals
  • Financial statements preparation
  • Financial analysis

Why is Working with an Accounting and Bookkeeping VA Beneficial?

Accounting and bookkeeping VA can help you in a variety of ways. They can do your monthly or quarterly bookkeeping, manage your accounts payable, and prepare your taxes.


Accounting and bookkeeping VA are beneficial because they offer a wide range of services at an affordable price. They can also help you with other tasks that may not be their primary responsibility but are still important to the success of your business.

This section will talk about the benefits of working with an accounting and bookkeeping VA.

How to Hire the Right Virtual Assistant for Your Business Needs?

The virtual assistant is becoming a popular choice for entrepreneurs and small business owners. It is a way to save time and money while still receiving the same high-quality service. However, not all virtual assistants are created equal. If you are looking to hire one, it is important to know the qualities of the right virtual assistant for your business needs.


A good virtual assistant should be able to do a variety of tasks for you. They should be able to take care of administrative tasks like managing your calendar, sending out emails, and scheduling meetings. They should also be able to handle more complex tasks like setting up accounting systems, maintaining databases, and generating reports.


It is also important that they have strong communication skills in order to work with clients on a regular basis. A good virtual assistant will have excellent written and spoken English skills as well as knowledge of other languages that may be needed depending on your clientele or industry expertise that you need them for.

Conclusion: 5 Reasons Why You Should Hire An Accounting and Bookkeeping
VA  Now!

Hiring an accounting and bookkeeping VA is the best decision you can make for your business.
Here are 5 reasons why:

1. Cost-effective: Hiring a virtual assistant will save you money in the long run because of their affordable hourly rates.

2. Save time: Virtual assistants are skilled at managing your tasks, so you can spend more time doing what matters most to your business.

3. Focus on what matters most: With a virtual assistant, you can focus on what matters most to your business and let them handle everything else for you.

4. Work when it’s convenient for you: You don’t have to worry about any office hours or meeting with clients anymore because virtual assistants work from anywhere in the world!

5. Get rid of administrative tasks: Virtual assistants can help with all sorts of administrative tasks that take up too much time, like answering emails and scheduling meetings or events.

Businesses these days must be smarter to survive. You must find new ways and sustainable solutions to ensure that competitive edge. Let Virtual Office Angels make your life easier. With a strong track record of long-term businesses from our clients, we continue to win new customers on a consistent basis. Check out what our clients say about us.

Give us a call now at 1300 737 883 or simply email me back
at  clientcare@virtualofficengels.com.au.

How to Organize Digital Events Successfully with a Virtual Office Assistant

During the pandemic, virtual events of all kinds became popular worldwide as an alternative to face-to-face meetings, webinars, and networking. Even in the post-pandemic setting, given the various apps available in the market such as Zoom, GoogleMeet and Webex, individuals and businesses use digital events to connect with colleagues, suppliers and clients.

A digital event has many advantages and, if done right, will bring more benefits to your business. Organizing events, big or small, could be an overwhelming task requiring much coordination. If you are struggling with where to start and how to organize digital events successfully, we created a guide for you that our experienced virtual assistants can help with.

A virtual online assistant can help you with all the time consuming tasks of advertising the event, inviting the relevant parties to coordinate and solve issues that may occur during the event. If you are looking for online virtual assistant services, we also have experienced virtual bookkeeping assistants, real estate virtual assistants and mortgage process outsourcing assistants that could help you execute your online events.

Advantages of Digital Events

There are different types of digital events. Each has its purpose and approach to getting the desired results. With a growing percentage of people working remotely and still choosing to do so during the post-pandemic set-up, a digital event covers anything from webinars to conferences.

There are many reasons why more people are still opting for digital events and here are the most common reasons:

Saves the business time and money logistically

Say goodbye to taking flights and staying at hotels just because you need to attend a meeting that could have been held online. An online meeting saves the business both time and money while achieving the same results.

Provides flexibility

It does not matter where you or your colleagues or clients are located, a digital event could be attended by anyone who has access to the internet. Since you do not have to think about the traveling time, if necessary, you could reach out to clients from different time zones.  

Expands audience

Live streaming is a digital event where you can offer value to your target audience that could convert into paying clients. With online events that aim to find new customers for your business, you don’t have to rely on your own network anymore because your online content could also appear in public.

How Virtual Assistants Can Help in Event Management

Experienced personal assistants can help you manage and run all kinds of events, whether they are private events or public networking events. Maybe you have an idea or other preferences, our expert and dedicated virtual assistants can make that happen for you.

Here are the different ways our online assistants can help you:

Sets up your event

Our Virtual Assistants or Virtual Angels know the ins and outs of organizing online events, and every element must be well-taken care of. Whether they are simple online meetings to touch-base with colleagues or complex online events with your customers, the nitty-gritty details would be checked by experienced online assistants ensuring that there are no details left to unfold.

Finds sponsorship opportunities

An online assistant can also help you look for potential sponsors by emailing or calling them. Aside from offering a place for their logos, you can also offer the option of putting their logos, videos and link to their website on the welcome page of the event. Your virtual office angels could also organize a giveaway file that contains your sponsors’ information and advertising materials for all the attendees.

Coordinates with all the parties involved

Coordinating with the different parties involved before, during and after the event requires a lot of your hours and energy. Allocating these tasks to your online assistant takes a lot from your shoulder so that you can still focus on the other things that matter to your business.

Your Virtual Office Angels will check all the details, tie any loose ends and finalise all the arrangements. Changes are inevitable until the last minute, but you don’t have to stress because an online assistant will be with you every step.

The Elements of a Digital Event

For a successful networking digital event, every element requires 100% attention which could be taken care of by your online assistant. On your next digital event, make sure you cover the following:

Virtual Booths

It is a fact that virtual platforms can’t replicate face-to-face meetings, but it is possible to allow a one-on-one meeting with the use of virtual booths. A virtual event booth in trade shows or festivals allows converting event leads into real opportunities. A virtual office assistant could set up an online event with the option of going for a separate booth where you can chat instantly with a prospect.

Live Broadcast

A live broadcast could include live polling and Q&A that increase the viewers’ engagement. There are also live broadcasting platforms that allow multi-speaker sessions as done in conferences or exhibitor event. Another advantage of a live broadcast is it creates a sense of urgency for the audience.

Integration with Social Media

Social media plays a significant role in ensuring that your attendees are engaged throughout the digital event. It could be a way for the attendees to share what’s happening during the event with other parties who are not aware of the event. This way, the audience themselves could be the ambassadors of your event.

Your virtual office assistant can remind the audience what to do during the event, such as sharing quotes, hashtags, screenshots, etc., that could generate more buzz for your business.

Pre-recorded content

There will be times when speakers and attendees themselves can’t attend the event at the same time. In this case, your online assistant can collect the pre-recorded content of the speaker and stream it during the event. For the attendees who could not make it, there is an option to send the link to the recorded event afterwards. 

Reporting and Analytics

There are many factors to consider to prove that a digital event is successful, from the number of attendees and those who engaged during the event to sales conversion. Many apps have analytic features, but they still need to be manually compiled and analysed.

Live Troubleshooting

Issues are inevitable in all kinds of online events, no matter how prepared you are. You might be dealing with connection issues or technical errors, a virtual assistant can help with back-ups and live troubleshooting. A reliable online assistant would know what to do shall the problem arise.

A virtual assistant could also send reminders to all the parties involved to attend the online event with the requirements in terms of sounds, camera and background.

Preparation is the key

Prevention is better than cure. This rings true in every digital event. It is better to prevent any problem than fix it on site. Your virtual office assistant can make sure that everything on the list is correctly done.

Embrace your angle on video

Digital events can’t 100% replicate the face-to-face interaction, but knowing where and when to stay put in front of the camera helps to make it feel like you are near and naturally interacting with each other. Stay at the center, use hand gestures and make use of the entire square.

Check everyone’s equipment beforehand

Your online assistant can send reminders of what’s required connection and equipment-wise to the participants of the event. Otherwise, there could be connectivity, equipment, or software mismatch during the event.

Businesses these days have to be smarter to survive. You have to find new ways and sustainable solutions to ensure that competitive edge. Let Virtual Office Angels make your life easier. With a strong track record of long-term businesses from our clients, we continue to win new customers on a consistent basis. Check out what our clients say about us.

Give us a call now on 02 8313 7135 or simply email me back at clientcare@virtualofficengels.com.au.