What’s the hardest thing about being a leader? Finding time to do it all.
From bookkeeping to marketing, we know there’s no shortage of tasks on your to-do list. Fortunately, you can streamline your workload and get back to what matters most with business process automation (BPA). By implementing BPA tools and platforms, you can level up the way you work – leading to more efficient processes that maximize your bandwidth and brain power.
BPA takes the manual labor out of day-to-day tasks, allowing you to:
- Boost Productivity: Save time and effort on tedious tasks, so you can focus on your top skills.
- Standardize Results: Analyze results simply with a consistent, uniform approach.
- Remove Human Error: Drive accuracy with plug-and-play programming.
- Innovate: Evolve your business with the latest tech and tools.
There are many ways to utilize BPA, from accessing free tools online to hiring a BELAY Virtual Assistant who leverages BPA best practices, industry-leading technology, and specialized expertise.
Ready to start automating your tasks? Here are 10 tasks you could delegate to automate:
FINANCIAL TASKS:
Tackle financial tasks with automated systems that drive more efficiency. Not sure where to get started? A BELAY Accounting Professional would be happy to get the ball rolling.
Payroll Processing
Manage tax documentation, ensure compliance with state and federal regulations, and allow employees to update personal information. To choose the right payroll processing system for your business, consider factors like ease of use, available support, and industry specialization.
Invoices
Streamline invoicing tasks like organizing business expenses, tracking time, and managing payments. Be sure to place a strong emphasis on security when weighing your options, especially if you’re interested in using a self-service invoicing solution.
Bookkeeping & Accounting
Update your books, automatically pull expenses from bank accounts, and generate monthly insights. When it comes to bookkeeping and accounting, reliable, easy-to-reference information is key, so remember to add longevity to your list of deciding factors!
Sales Tax
Manage sales tax rates for business across multiple states by monitoring sales and producing reports. Before picking a solution, consider all the possibilities in your company’s future – like scaling up or being audited – and what needs may arise down the line.
MARKETING TASKS:
Stay ahead of marketing needs with tools that keep you on track every step of the way. For more help, consider leaning on a BELAY Marketing Assistant.
Social Media
Manage your social calendar, schedule posts, compile free images, and generate reports to see how your channels perform. Keep in mind that social media rules and best practices often evolve over time, so factors like flexibility and support should be at the top of your list.
Manage and schedule emails to various audiences, analyze performance, generate reports, and more. Different email marketing services cater to different needs so to streamline your search, outline your wants and needs like workflow automation, template customization, and more.
ADMINISTRATIVE TASKS:
Automation isn’t just for numeric and data-driven tasks. By working with a BELAY Virtual Assistant, you can leverage automation to help with human-focused needs – without losing warmth.
Recruiting
Automate your recruitment approach with tools that post job descriptions and collect applicants. Quality is essential to recruitment, so take the time to navigate this choice strategically and intentionally.
Onboarding
Train and onboard new hires by taking advantage of automatic training manuals and tests to ensure comprehension, progress tracking, and more. Choose your solution carefully; this is one of the first engagements new team members will have with your organization.
Customer Support
Utilize pop-up chatbots to answer common questions, direct visitors to specific pages, and assist with user experience. Ask yourself which customer service features you’ll need, like omnichannel communication, performance monitoring tools, and CRM integration.
Personal Items
Get help with gift purchases, sending personal cards, setting appointments, researching vendors, and even planning vacations. There are countless online tools for personal tasks, but hiring a Virtual Assistant who sees the big picture is the best way to streamline these needs.
By delegating automation to our Accounting Professionals, Marketing Assistants, and Virtual Assistants, you can get more bandwidth, more productivity, more peace of mind, and – BONUS! – more return on your investment knowing that those tedious tasks are being handled with care (and lots of strategy).
With over 2,000 U.S.-based professionals on our team, we’re ready to jump in as soon as you are.
Schedule a free consultation today to see how you can boost productivity and focus on what’s most important to you today.