brainwane: My smiling face, including a small gold bindi (Default)
brainwane ([personal profile] brainwane) wrote2020-03-04 09:48 am

Virtual assistant referral code

Assistant/admin services: I've been using Aim2Assist's hourly-rate virtual assistant service for about a year now and it has been FABULOUS. I found out about them via this post by Heidi Waterhouse (Heidi, THANK YOU). I use a password manager and email to have an assistant (US-based, 100% English fluent) do a ton of stuff for me, like:

  1. Take W-9 forms from my subcontractors and, yearly, issue 1099 forms to them
  2. Book a flight/hotel room along these lines, under this price, and figuring out which would be best for my loyalty point stuff
  3. Check with these six people and schedule a recurring half-hour weekly call at a time we can all make it, including sending out the calendar invitation
  4. Call this doctor to ask for a refill on this prescription to be sent to this pharmacy
  5. Buy these objects from these shopping sites and have them sent to these addresses (this way I don't have to make a zillion accounts myself on those sites)
  6. Research these services (insurance, moving, etc.) in these areas, find a few reasonable providers, and get quotes for what I need so I can compare
  7. Put these receipts in the right format, add them up, etc. to submit them for expense reimbursement


Even the process of delegating these things is helpful to me, because I end up breaking down the process, step by step, and seeing how finite and manageable each task actually is. In a few cases, I've decided to do it myself because writing out "here's what I need you to do" made it easy for me to do it!

I worked with one person (who is great) for most of a year, and then that person smoothly transitioned my work onto a different assistant, who is also great.

If you are a middle-class North American person for whom this "argh there's too much" post resonates, and ESPECIALLY if there is anything entrepreneurial about the kinds of bank/legal/paperwork/etc. you have to deal with, I think you should try Aim2Assist.

There's a 30% off discount right now for new clients, the sign-up bonus being for the first 30 days you work with them. Use the code ASSIST and mention me (Sumana Harihareswara) to help me also get a referral bonus.

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