Tasks that can be delegated to your admin support:

This is a list of some of the types of tasks that you can delegate to your admin support and/or CPA. Please review the list and bring your thoughts to your first admin team meeting.

Business administration

  • Prepare, handle and/or track paperwork

  • Update and create Asana projects and tasks

  • Prepare SOPs – billing, client intake, etc.

  • Register for a CRA business number

  • Draft a billing spreadsheet

  • Scheduling - schedule client meetings, update links in scheduling software, manage your calendar

  • Make business travel arrangements

  • Filter emails and calendar management

  • Prepare documents for events or meetings

  • Gather testimonials from past clients

  • Train a new staff member

  • Schedule photoshoot

  • Set up a Gmail account

  • Social media management

  • POS setup and website integration

  • Podcast setup and production

  • Research software and payment plan options (examples: Zoom, Acuity, Buzzsprout)

  • HR - Upload job postings to website, manage applicant emails, set up interviews and follow up with office policies, aid in onboarding new staff members

CPA tasks

  • Cash Flow Projections + Analysis

  • CRA follow-up and assistance

  • Budgets

  • Loan option/repayment analyses

  • Incorporation decision support

  • Financial ratio analysis (Incl. comparison to industry averages and recommendations)

  • Compensation analysis (Employee commission)

  • General technical research

  • Business process and policy recommendations

Your health

  • Schedule annual physical as recurring

  • Schedule any counseling or other health appointments

  • Turn off cell phone notifications

  • Block off one hour a day for fun

  • Book private yoga classes

  • Research and document health insurance options

  • Schedule vet appointments

Your relationships

  • Set up regular calls or get-togethers with the people that matter most to you

  • List of birthdays or anniversaries for the important people in your life

  • Preorder flowers or gifts for family members/clients/employees

  • Send thank you notes to clients

  • Send referral gifts

  • Make restaurant reservations

  • Add family and friends to CRM for easy admin access

  • Make personal travel arrangements for yourself and your family/friends

  • Create/update client feedback survey

Your finances

  • Move percentage of your pay to savings each month

  • Schedule weekly time to review your finances and meet with an advisor at least once per year

  • CRA Payroll registration for a nanny

  • Follow up on outstanding invoices

  • Financial statement analysis

  • VLookups to analyze price differentials

  • Market research on comparable fees

  • Automate payments for you - utilities, insurance, etc.

  • Update new credit card information across listed accounts

Your home

  • Subscribe for regular online purchases of key items for home/personal (beauty products, etc.)

  • Recurring shopping list for groceries

  • Meal delivery service

  • House cleaner

  • Submit clothing return forms