Personal Assistants Unite

11/07/2019

Learning something new every day!

03/14/2018

Daylight Savings - Are your client's clocks an hour behind? Show them your awesomeness and change them! Just remember to let them know.

11/27/2017

Reordering checks? Start with the bank. It is quick, easy and sometimes they are cheaper than online or even free.

08/18/2017

Loving these laundry tips

Maker's Cleaning Cloths: http://MakersClean.com In this video Melissa Maker shares a few handy laundry hacks which make laundry day a little easier! COMMENT ...

08/14/2017

Remember to always knock before entering someone's home, even if you think there is nobody there. There is nothing worse than surprising an unexpected house guest or a client home sick from work.

Photo by joshnh.com

03/21/2017

We love these little notebooks. You can comfortably keep them in your back pocket for easy access. The pages are sewn, so they don't fall out.
When your client is going a mile a minute, you can easily jot down notes.

02/23/2017

Tracking receipts is crucial. If there is ever any questions on an expense, you want to ensure you have a paper trail.

Whenever you purchase something, ask for 2 copies of the receipt. One for you and one for the client. We love to use these coupon books to separate clients. Once a month, you can then convert them to photographs or another filing system.

If an item isn't clearly described on a receipt, make a note of what was purchased and why.

Many clients love for you to log all purchases on a tracking sheet so they can reconcile with their accountant.

If you are using petty cash, ensure you keep an accurate log of cash in and out and have your client review and sign off on it daily/weekly or monthly. Keep copies of the log and signature or initialing.

02/09/2017

Sometimes it is tough to get busy clients to reply to emails. We have a tip on how to close an email, via Boomerang!

"Thanks in advance," got the highest response rate!

01/26/2017

Never use the phrase, "I should be able to do that." That leaves clients feeling uncertain of whether you will be able to fulfill their request.

Instead, say:
"I can do it."
"Let me check my schedule. I will get back to you by..."
"Let me do some research to see if I am the right person for this task.
I will let you know by..."

01/05/2017

It is always courteous to take off your shoes when entering a clients home. http://ow.ly/17BE307IAQO

The reasons are pretty gross.

12/18/2016

Keep your clients' coffee tasting divine.

http://www.simplemost.com/heres-the-easiest-way-to-clean-your-keurig-machine/?utm_source=facebook.com&utm_medium=organic&utm_campaign=sharing&utm_content=article-before

A Keurig can quickly become your best friend.  It’s one of the easiest and most convenient ways to get your java fix in the morning. However, with daily use, your Keurig can lose a little of its luster.  To keep your Keurig performing its best, here’s a quick rundown of how