Fillable 2020 VA CHECKLIST REFRESH (City of Oakland)

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2020 VA CHECKLIST REFRESH (City of Oakland)

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The 2020 VA CHECKLIST REFRESH (City of Oakland) form is 9 pages long and contains:

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Country of origin: US
File type: PDF

U.S.A. forms for City of Oakland

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Before you begin, take a deep
breath and give yourself a pat
on the back. You took action!
THIS IS A HUGE STEP!
Something brought you to this
moment and I could not be
MORE EXCITED FOR YOU!
Choose the services that you will offer in your business.
Decide on the hourly rate that you will charge for your services.
Create packages to sell your services as a bundle.
Choose a niche or specific skill set that you'll focus on.
Decide on the amount of time you can devote to your business each week.
Create a mission statement for your business. For example:
My name is . I assist with so they
can .
Create a pricing sheet of your services
Discover your own unique brand personality.
Choose a name for your business.
Make sure your business name is not already Trademarked.
Register your business name with your state and/or local government.
Purchase your business name domain.
Claim your social media names / links.
Choose the branding colors and fonts you will use for your business.
Decide on the tool you will use to track time.
Decide on the invoicing / accounting software you will use.
Create a contract to be used between you and your client.
Decide on the project management tools you will use while working with clients.
Create an intake questionnaire for your clients.
Create a portfolio of your previous work.
Create a Welcome Packet for new clients, outlining your processes.
Open a business bank account for your VA earnings.
Develop a weekly plan for keeping track of your money flow (earnings and expenses)
Apply for an EIN number.
Set reminders in your calendar for paying quarterly taxes.
Choose if you will operate as a sole proprietor or LLC and register as such.
1.
2.
3.
4.
5.
Name:
Price:
Includes:
Wave is a FREE accounting software that
let you send unlimited invoices for free
to your clients. Their processing fee is
standard, and you can easily accept
credit card payments. What more could
you ask for?
Toggl is a free time tracking tool that I
recommend to all VAs just starting out.
You can track time and categorize per
client AND per project. This is a great
tool to have in the back pocket.
Trello is a free productivity and project
management tool. This is a great place
to organize clients and projects in a
visual board format. As an added bonus,
you can add clients to boards
individually, so that everyone stays
on the same page!
Dubsado is an amazing business-
management platform that helps you
save time by managing projects,
fostering client relationships, scheduling
appointments, and creating workflows
and automations. Dubsado is FREE for
your first 3 clients!
Ready to Become a Booked Out Virtual
Assistant? This on demand, free 60-minute
training will show you how to price your
services, land clients, and grow your virtual
assistant business from scratch.
1
The VA Toolbox is your new BFF.
Created with VAs in mind, inside you will
find a customizable contract template, a
customizable subcontractor template,
and a mock portfolio template.
Connect with hundreds of thousands of VA's.
Exchange pricing tips and marketing tricks
and see exclusive job opps not to be missed!
2
3
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Email
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Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
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and assign it to someone else
to sign
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select the person that should complete it

2020 VA CHECKLIST REFRESH (City of Oakland)

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Completed 1 April 2021

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