Business owners often juggle tasks as the year winds down, from financial reporting to holiday planning. But you can offload the bulk of your end-of-year tasks this 2024 to a skilled professional—a VA who thrives on handline time-consuming work!
Virtual assistants (VAs) can help you end the year on a high note without the stress. Here’s how virtual assistants simplify our clients’ end-of-year tasks and help business owners focus on what truly matters: celebrating wins and planning for the year ahead.
Key takeaways:
1. Organising Your Year-End Financials
The end of the year often means reconciling accounts, preparing for tax season, and ensuring your financial records are in order. Virtual assistants with experience in bookkeeping can:
- Organise and categorise expenses
- Reconcile accounts and update financial software
- Prepare reports for your accountant or tax preparer
By delegating these tasks to a VA, you save hours of number crunching and ensure your books are spotless heading into the new year.
OA can provide the support any business needs
Outsourcing Angels has added value across our business from improving customer service to optimizing collections.
We have worked with multiple VAs within OA who have a range of skills that seem to be able to fit any requirement.
- Mark Newstead
Chief Operating Officer, Butn
2. Streamlining Your Calendar and Appointment Management
The holiday season is hectic, with meetings, events, and personal commitments stacking up. Virtual assistants excel in calendar management, ensuring:
- Smooth scheduling of end-of-year team meetings and client catch-ups
- Rescheduling or cancelling appointments without creating conflicts
- Organising time for personal holiday events and travel
Their proactive planning ensures you stay on top of your schedule without feeling overwhelmed.
👉 Related: 70 Repetitive Jobs You Can Outsource
3. Coordinating Employee and Client Gifts
Showing appreciation to your team and clients is essential, but organising gifts can be time-consuming. Luckily, a virtual assistant can:
- Research and source thoughtful gift ideas
- Coordinate bulk ordering and delivery logistics
- Manage budgets and ensure everyone on your list is included
This attention to detail ensures your gratitude is expressed without the added stress.
Handwritten messages from our Virtual Assistants to their clients
Feedback from our client on a personalised card we organised for them with a photo of their family
4. Managing Holiday Marketing Campaigns
The end of the year is a prime time for seasonal promotions, customer appreciation initiatives, and holiday greetings. A Virtual Assistant specialising in marketing can:
- Create and schedule email campaigns
- Design and post holiday-themed social media content
- Track campaign performance and engagement metrics
With a VA handling the details, your business can stay visible and engaged without sacrificing your time.
[My VA] is certainly someone I could trust with my life.
[VA Donna] is certainly someone I could trust with my life [and] I know she knows what to do…I don’t have any issues whatsoever and she’s always been wonderful. She has great ideas I just couldn’t think of ‘cause she’s operating from a different angle.
- Barbara Braithwaite
Principal Speech Pathologist, Safe Swallowing Australia
5. Decluttering and Organising Digital Files
A tidy digital workspace sets the tone for a productive new year! For this, virtual assistants can help you:
- Organise cloud storage and label files correctly.
- Archive old documents and clear out unnecessary data.
- Implement systems for better digital organisation in the year ahead.
This not only saves space but also boosts efficiency for future projects.
We are very lucky to have found our VA.
I’ve had such a wonderful experience with Outsourcing Angel. They had great procedure and systems at the beginning to understand our business and to find us candidates. We are very lucky to have found our VA Angelique. Angelique has been with us for nearly three months – she understands our business and systems. Very committed, reliable and a pleasure to work with. Cannot thank Outsourcing Angel enough for this!
- Song Nguyen
Founder and practicing Clinical Psychologist, Resilient Minds Psychology
6. Handling Customer Support During the Holidays
If your business operates during the holiday season, maintaining excellent customer service is critical. A VA trained in customer support can:
- Respond promptly to inquiries via email or chat
- Process orders, returns, and refunds efficiently
- Monitor customer satisfaction and flag urgent issues
With a dedicated VA, your customers receive the attention they deserve, even during the busiest times such as Christmas and other holidays.
What makes a great Customer Service Virtual Assistant?
👉 Related: How a Customer Service VA frees up your time
7. Assisting with Strategic Planning for the New Year
As you set goals for the coming year, a Virtual Assistant can provide valuable support by:
- Preparing reports on business performance and growth trends
- Conducting research for upcoming projects or markets
- Organising brainstorming sessions and compiling meeting notes
Outsourcing Angel’s Marketing Manager Annie Nguyen has multiple VAs who take care of multiple social media platforms, copywriting, video editing, and cross-department coordination.
As 2024 wraps up, the insights and organisational skills of a self-sufficient VA can make your planning process smoother and more effective.
Why Outsourcing These Tasks is a Smart Move
Outsourcing to a virtual assistant as 2024 ends isn’t just about delegation. It’s also about reclaiming your time and mental energy by handing off repetitive and time-intensive tasks.
With a VA in your business, you can focus on what matters most: celebrating your successes, spending time with loved ones, and setting inspiring goals for the new year 🥳
Want to hire a Virtual Assistant?
Whether you need help closing out 2024 or planning for 2025, our team is here to make your life easier.
At Outsourcing Angel, we specialise in matching busy business owners with skilled Virtual Assistants who can handle everything from admin and bookkeeping to marketing and customer support.
Then, we upskill VAs further so they grow alongside your business!
Book a free Discovery Call with us today to end the year stress-free and start the next one strong.
