Personal Assistants Unite

Learning something new every day!

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

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

Loving these laundry tips

5 Laundry Hacks That Make Life Easier & Your Clothes Cleaner! 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 ...

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

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.

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.

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!

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..."