FACEBOOK LIVE Are onMONDAYs this month, starting at 3 p.m. (except on Memorial Day). The dates areMay 6, 13, and 20. Search for us at @ConciergeCPAs. BORBALA’S SCHEDULE Weekly Live Roundtable Calls Events We Go To or Host May 9: EOA Annual Retreat and Quarterly Learning Day at Geneva on the Lake
May 13: Board Meeting of The Treehouse Ohio May 14: Accountability Meeting at Jumpstart
Client Advising and Coaching Days To schedule a time, go to: Borbala.AcuityScheduling.com Prospective client inquiries: Borbala@ConciergeCPAs.com May 1–3, 6–8, 11–17, 20–21, 28–31
May 22: Business Summit of the Parma Area Chamber of Commerce – we are exhibitors and workshop hosts. May 23: Entrepreneurial Community Event
Person of the Month
Jenifer Jay, the Premier Virtual Assistant
Q: Can you share a specific client story with us where your services made a huge difference? A: When I met this client, they were a one-stop shop. They were all the departments in their business: human resources, marketing, administration, project management, finance, and operations. Once we made initial contact through a discovery call, I was able to pinpoint their main pain points andmade note of their future needs. After working closely with them, we were able to streamline and automate most of their processes and delegate the rest. The process started with a formula that I created called the STOP method. We analyze your current processes, then automate them so you can delegate and scale your business operations. This client has been able to“fire themselves” from those other positions and rehired themselves into one: running the company. They now have a teamof people tomanage and have increased their business revenue as a result of finding the right virtual assistant and team. Q: What can a small-business owner expect when they call you?What are the specific steps they will go through before working together? A: To best assess a potential client’s needs and howwe can help, we must conduct a brief inquiry via a questionnaire. Anyone interested in working with us can visit our website and complete our contact form, which will start the process automatically. Our automated systemwill send the potential client a formbased on their service interest. Once they complete that form and submit it to us, our systemwill send them an email to schedule a call. During that call, we will discuss your pain points andmake suggestions and recommendations as to which of our services would be best suitable. Sometimes you just need your systems and processes streamlined so you can run themmore efficiently. Thank you, Jenifer! Anybody who is interested in reaching out to Jenifer, here is her contact info: Premier Virtual Assistance, LLC
I have the pleasure to introduce you to Jenifer Jay, who owns and runs Premier Virtual Assistance, LLC. I met Jenifer through theWomen’s Business Center, and we’ve been collaborating onmultiple client projects since then. Q: Jenifer, what is a virtual assistant, and why do entrepreneurs and small businesses need one? A: Virtual assistants, or VAs, are skilled professionals in a specialized area of expertise that most businesses need: administrative services, technical support, social media management, content management, or financial support services. We take on specific tasks and duties to help youmove your business forward faster at a fraction of the cost it takes you to hire a full-time or part-time employee. We give you the opportunity to spend more time with your family or work on other projects. You started your business to solve a problemor be a resource for others, and that is what you should focus on. We allow you to continue to solve those problems and increase your business revenue. Q: Some might feel that they need an“on-site”assistant to organize and help out. Why is that not the case in the 21st century?What are the specific tasks that can be done well remotely? A: Some organizations will still need an on-site assistant depending on the nature of their business. But most businesses will greatly benefit fromutilizing a virtual or remote assistant because it takes away the time and the stress involved withmanaging an on-site assistant while being cost effective. It alsomeans that you do not have to pay payroll taxes and benefits because we are independent contractors. An on-site
assistant takes upmore time and energy than a virtual one. We can handle client/customer management; follow up via phone calls; schedule appointments; get clients onboarded remotely with all the necessary paperwork needed, including signatures, follow-up, andmanage email communication; manage social media; andmore. We work remotely with the help of high-speed
internet, document sharing, cloud-based storage, and video conferencing. Our clients do not have to worry about providing us with technology and accommodations to work.
www.ThePremierVA.com info@thepremierva.com @thepremierva on Facebook, Instagram, andTwitter
2 ConciergeCPAs.com
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