1. Frequently Asked Questions
  2. Knowledge From TFW Advisors

As the owner of a CPA firm, how can hiring a personal assistant transform my productivity?

Here’s the No. 1 recommendation for any entrepreneur who is looking to do more of what they love and less of what they don’t: Hire a personal assistant.

This is one of the most important things we can do to improve our lives and increase productivity.

Now, this isn’t an executive assistant who would only handle work-related tasks. You may ultimately need one of those, too, but first you’ll need a personal assistant who can take care of all the little things that consume your time and energy. You would never ask an executive assistant to pick up your laundry, but a personal assistant enjoys and expects those little tasks.

Delegation isn’t just about offloading work. It requires a strategic approach to identify what work we offload and how.

When Tom hired his personal assistant, he was very strategic about what tasks he delegated and how he delegated them. He wanted to make sure that she was comfortable with the tasks assigned to her and that they played to her strengths. This way, she could focus on doing what she loves, and Tom could benefit from her expertise.

When interviewing candidates, ask, “What do you love to do? Is there anything you don’t want to do? What makes a job exciting to you?” This will help you understand their likes and dislikes and enable you to hire someone whose strengths align with your needs.

Finding the right person can make all the difference. It will give you more time to focus on the work you love and the work you’re best at doing, and it also will give you peace of mind that everything else is taken care of.

It’s part of having better clients, a better practice and a better life.

Want to learn more about how to get better clients, a better practice, and a better life? Book a call with us today and see if joining TFW Advisors® is right for you!