Solo financial planners earning $250K–$1M often wear many hats, but doing everything yourself eventually caps your growth.
It’s time to work smarter by delegating smarter. Handing off routine work to a capable assistant frees up hours each week – hours you can reinvest into clients and business development.
In fact, by delegating, advisors can focus on high-value tasks: delivering financial advice, refining portfolios, strengthening client relationships, and spending more time with qualified prospects.
Below are two delegation roadmaps tailored to solo advisors: one for comprehensive financial planners and one for those focused on high-net-worth clients. Each roadmap includes (1) tasks an EA (with no financial background) can take over – sorted from easiest to hardest to delegate – and (2) the high-ROI activities you, the advisor, should emphasize once your time is freed up (from quick wins to long-term growth moves).
Delegation Roadmap for Comprehensive Financial Planners
Comprehensive planners juggle retirement, investment, estate, tax, and insurance planning for families. An EA in the U.S. or Canada (even with no finance background) can lighten your load more than you might expect. Start with simple admin duties and gradually hand off more involved tasks as trust and processes grow. The table below lists key tasks you can delegate, in order from easiest to most challenging to offload:
Tasks to Delegate to Your Assistant
Task to Delegate
Description/Notes
Calendar Management & Scheduling
Booking client meetings, coordinating calls, and managing your calendar. Easy win: purely administrative and immediately saves you hours each week.
Email Inbox Triage & Client Reminders
Filtering non-urgent emails, flagging important messages, and sending routine reminders to clients (e.g. upcoming appointments). Keeps you focused on critical communications.
Document Prep & Filing
Organizing client files, scanning and filing documents, preparing meeting packets and forms for signatures. Low-risk task: ensures paperwork is ready without consuming your time.
Client Onboarding Admin
Sending new client intake forms, tracking completion, opening accounts with pre-filled paperwork, and following up on missing info. Requires creating a checklist, but once defined, your EA can run with it.
Post-Meeting Follow-ups & Task Tracking
Logging meeting notes in the CRM, drafting follow-up emails for you to personalize, and tracking action items (e.g. “Client to send tax return”). This ensures nothing falls through the cracks.
Basic Financial Data Entry
Inputting client financial data into planning software or spreadsheets (under your guidance). Harder to delegate: requires training and spot-checking initially, but saves significant time once your EA masters it.
By outsourcing the above tasks, you free yourself to focus on the high-value activities that truly move the needle in your practice. The next table highlights what a comprehensive planner should prioritize with this newfound time, sorted from the fastest return on investment to more time-intensive, growth-oriented efforts:
High-Value Activities for You (Fast ROI 🡒 Long-Term Growth)
High-Value Activity
Why It Matters
Client Face Time with Top Clients & Prospects
Spend more time in client review meetings and prospect consultations. Strengthening relationships and engaging new leads produces immediate wins – happy clients who stay (and refer), and prospects who convert to clients.
Proactive Financial Planning & Problem-Solving
Use freed-up time to deeply analyze client plans, identify opportunities (tax savings, portfolio tweaks, insurance needs), and develop creative solutions. Delivering more personalized advice enhances your value and often uncovers additional business (fast ROI via upselling services or managing more assets).
Networking & Referral Outreach
Actively cultivate referrals from centers of influence (CPAs, attorneys) and satisfied clients. A quick phone call or lunch with a potential referral partner can yield a high-net-worth prospect or two in short order. This targeted business development pays off relatively quickly in new assets or clients.
Marketing & Thought Leadership
Invest time in long-term marketing plays: write blog articles, record a podcast episode, host a webinar or seminar. These efforts build your brand and lead funnel. While they require consistency and creativity (and don’t pay off overnight), over time they position you as an expert and attract ideal clients.
Continued Education & Niche Specialization
Pursue advanced designations or training (e.g. CFP®, tax planning courses) and develop niche expertise. It’s time-intensive but yields growth by allowing you to serve clients in specialized areas better than competitors. In the long run, this expertise justifies higher fees and draws in referrals seeking that specialty.
Tip: Focus on initiatives that directly impact client satisfaction or revenue growth when deciding how to use your freed time. For example, an hour spent calling a top client or prospect is far more valuable than an hour spent fiddling with spreadsheets. Delegation is not about dropping balls – it’s about handing off low-value tasks so you can “let go to grow” and concentrate on what only you can do as the advisor.
Delegation Roadmap for High-Net-Worth (HNW) Financial Planners
Advisors who cater to high-net-worth individuals and families often function as personal CFOs – coordinating complex wealth management needs. Your high-touch service can be amplified by leveraging your assistant for logistics and admin support. HNW clients expect responsiveness and white-glove treatment, which means your time should go toward client-facing work and strategic planning, not paperwork. Below are tasks an EA can handle, from easiest to most challenging to delegate, in an HNW-focused practice:
Tasks to Delegate to Your Assistant (Easiest 🡒 Hardest)
Task to Delegate
Description/Notes
Meeting & Event Coordination
Scheduling review meetings (often coordinating with clients’ own assistants), arranging client appreciation events or dinners, and booking your travel for house calls or conferences. Easiest: scheduling and logistics are classic EA duties.
Routine Client Communications
Sending birthday/holiday cards and thank-you notes, organizing gifts, and handling RSVP’s or scheduling for client events. Maintains high-touch service with minimal advisor involvement.
Inbox Management & Gatekeeping
Filtering your email and voicemail for HNW client requests. Your EA can ensure urgent client needs are flagged immediately and handle simple inquiries (e.g. scheduling changes). This ensures no client message goes unanswered while you focus on advisory work.
Document Management & Prep
Organizing complex account statements, trust documents, and tax returns in client files. Preparing paperwork for account openings, transfers, or insurance policies per your instructions. (Moderate difficulty: requires confidentiality and accuracy, but doesn’t require financial expertise.)
Professional Coordination
Serving as liaison with attorneys, accountants, and bankers for meeting scheduling or document exchange. For example, your EA can coordinate a three-way meeting with a client’s CPA or ensure the estate lawyer receives needed info. This saves you time while keeping all parties aligned.
Reporting & Research Support
Compiling portfolio performance reports or net worth statements using templates you provide. With training, the EA can pull data from financial systems and format reports for client meetings. Hardest to delegate: it requires precision and some financial context – but once learned, it offloads a tedious task and provides HNW clients more frequent reporting touchpoints.
Even ultra-wealthy clients don’t expect you to personally book flights or chase paperwork – they expect you to lead their financial strategy and be available for high-level advice. By entrusting the above tasks to your assistant, you reclaim capacity to concentrate on what HNW advisors do best: building relationships and delivering sophisticated planning. The table below outlines high-value activities for HNW-focused advisors to prioritize (from quick ROI to big-picture initiatives):
High-Value Activities for You (Fast ROI & Long-Term Growth)
High-Value Activity
Why It Matters
High-Touch Client Engagement
Proactively reach out to HNW clients with portfolio updates, check-ins, and timely advice. Personal attention cements loyalty. For example, scheduling extra face-to-face reviews or calling when markets swing shows responsiveness. This drives immediate client satisfaction (fast ROI in client retention and referrals).
Deepening Wallet Share & Relationships
Focus on existing top clients to identify new ways to help (e.g. managing newly liquid assets, assisting with a business sale, or setting up a family trust). Expanding your role can quickly increase revenue per client and strengthens trust – often leading to referrals within their network.
Strategic Prospecting in HNW Circles
Devote time to cultivate relationships with ideal prospects (e.g. attending elite networking events, engaging through philanthropic or alumni networks). Landing one substantial HNW client can significantly boost AUM and revenue. While relationship-building can be time-intensive, a single win here provides a large ROI.
Collaborative Planning & “Quarterbacking”
Spend more time coordinating complex planning (tax, legal, estate) for clients – essentially quarterbacking their team of professionals. By being the glue between their CPA, attorney, and other advisors, you ensure comprehensive advice. This positions you as indispensable and justifies premium fees (medium-term payoff: clients stay for the long haul because you add holistic value).
Niche Expertise & Service Expansion
Invest in developing specialized services or credentials (e.g. CPWA® for advanced wealth planning). Also consider adding “family office” style offerings over time (bill pay, philanthropic consulting, next-gen education for client heirs). These initiatives require significant effort and time, but they differentiate your practice. The long-term ROI is higher client lifetime value and a reputation that attracts ultra-HNW clients.
Remember, not all tasks carry equal weight. As AssetMark notes, you have a never-ending to-do list, but not everything needs your personal involvement – use your freed time to focus on initiatives that directly impact client satisfaction or profitability. For an HNW advisor, that means prioritizing face-time, insight, and leadership in clients’ financial lives over clerical work. In practice, delegating and outsourcing wherever possible (even investment management or back-office tasks) gives you the bandwidth to deliver the white-glove service HNW clients demand.
By implementing these delegation roadmaps, you can reclaim significant time each week.
Start with the easy-to-delegate tasks and build up to offloading the more complex ones as your assistant grows in capability. The payoff will be more capacity to focus on what only you can do – whether it’s meeting with clients, refining strategies, or driving new business.
Ultimately, effective delegation isn’t a cost; it’s an investment in your firm’s growth. With an excellent Assistant in place, you’re freed up to work on your business instead of in it.
https://greatassistant.com/wp-content/uploads/2025/06/Financial-Planner-Deelgate-and-Get-Time-Back-with-an-Assistant.png10241024Adminhttp://greatassistant.com/wp-content/uploads/2020/06/GALogoSm-2.pngAdmin2025-06-14 01:14:502025-06-14 01:14:53Delegation Roadmap for Financial Advisors: Free Up Your Time and Grow Your Business
Solo accounting practitioners earning $250K–$1M annually often find themselves at capacity.
Effective delegation is the key to working smarter, not harder.
By offloading routine tasks to a higher-level, domestic, Executive Assistant, a solo accountant can free up hours per week – time that can be redirected to high-value, growth-oriented activities.
The roadmap below provides delegation strategies tailored to four common practice areas:
General Bookkeeping & Tax Preparation
CFO-Level Advisory Services (Fractional CFO work)
Corporate Accounting & Compliance
Niche Client Services (e.g. serving dental practices or e-commerce sellers)
For each specialty, we list:
Tasks to Delegate to Your Executive Assistant (EA): These are non-technical tasks an EA without accounting training can handle with the right guidance.
High-Value Activities for You (the Accountant): Once you’ve freed up time, focus on these strategic tasks. They’re sorted from quick wins (fast ROI) to longer-term, growth-focused initiatives.
Each solo practice is unique, but this framework will help North American small-firm accountants delegate effectively and invest their reclaimed time where it counts most.
1. General Bookkeeping & Tax Preparation
Solo accountants providing bookkeeping and tax prep services often juggle many repetitive administrative duties alongside client work. An executive assistant can take over a lot of the day-to-day admin and client communication, even without accounting expertise. This allows you to focus on reviewing financials, advising clients, and expanding your practice rather than chasing documents or scheduling meetings. Gradually delegate simpler tasks first (calendar and email management) and then train your assistant for more involved tasks like client onboarding and billing support.
Tasks to Delegate to an Executive Assistant (Bookkeeping/Tax Practice) – from easiest to hardest:
Delegable Task
Description/Notes
Calendar Management & Scheduling
Manage your calendar: schedule client meetings, send calendar invites, and prevent conflicts. This is a straightforward task that EAs excel at, keeping you organized.
Email Inbox Triage
Screen and sort emails. Have your EA filter out routine inquiries and spam, flag important client messages, and even draft simple responses to FAQs or meeting requests.
Client Communication & Follow-Ups
Send out routine client reminders and follow-ups. For example, your EA can remind bookkeeping clients to upload monthly bank statements or nudge tax clients about missing documents. They can also prepare templated emails to request information or signature on forms (e.g. engagement letters).
Document Organization
Organize digital documents and client files. An EA can ensure that bills, receipts, and tax forms are properly named and filed, so you and the bookkeeper can find information quickly. They might also assemble tax preparation packets by collecting and organizing all client documents for your review.
Billing & Invoicing Support
Take over billing logistics to keep cash flow steady. Your assistant can use your accounting software or templates to generate client invoices, send them out promptly, and track overdue payments for follow-up. This relieves you from routine billing tasks and ensures no revenue falls through the cracks.
Client Onboarding & Admin
Oversee new client intake steps. EAs can send onboarding forms, set up client profiles in your systems, schedule kickoff calls, and introduce the bookkeeper to the client. These are procedural tasks that, once documented, an EA can handle with minimal oversight.
Basic Data Gathering for Accounting
With some training, allow the EA to handle non-technical data gathering. For instance, they can pull standard reports (balance sheets, AR aging) from QuickBooks for you or the bookkeeper, or input figures into pre-designed spreadsheets. They won’t interpret the numbers, but they can retrieve and compile data for your review. This is a bit more advanced to delegate because it requires careful instruction and trust in their accuracy checking.
High-Value Activities for the Accountant (Bookkeeping/Tax Practice) – freed from admin busywork, focus on these (fastest ROI first):
High-Value Activity
Why It Matters (ROI)
Cross-Sell and Upsell Services
Quick revenue boost: Approach your existing bookkeeping or tax clients with additional services they haven’t signed up for. For example, if a tax client doesn’t use your bookkeeping, offer it; if a bookkeeping client lacks tax planning, pitch a planning session. Selling more to warm clients can generate immediate revenue with minimal marketing cost.
Implement a Client Referral Program
Fast client acquisition: Happy clients won’t always remember to refer you, so give them a nudge. Set up a simple referral incentive (e.g. a discount or gift for any referred new client) to tap into word-of-mouth growth. This can quickly bring in quality clients at virtually no acquisition cost.
Focus on Advisory & Planning
High-value service: Transition from pure compliance work into advisory. Use freed time to provide consultations on budgeting, cash flow, or tax strategy for your small-business clients. Advisory services command higher fees and deepen client relationships (leading to longer retention and more project work). Shifting to higher-value consulting increases your revenue per hour significantly.
Review Pricing and Client Mix
Boost profitability: Revisit your pricing strategy and client list. You might find it’s time to raise fees for underpriced engagements or let go of “C-list” clients who consume too much time for too little return. Value-based pricing (charging for your output and expertise, not hours) and focusing on your most profitable clients can yield a quick uptick in profit margin.
Marketing & Thought Leadership
Medium-term growth: Invest your new-found time in marketing initiatives that attract ideal clients. This could include writing high-value blog posts or guides (e.g. “Year-End Tax Tips for Small Businesses”), engaging on social media, or speaking on a local business podcast. Publishing authoritative content elevates your brand and perceived value, helping you command higher fees and draw in clients willing to pay for expertise.
Leverage Technology & Automation
Efficiency = future ROI: Research and implement tools to automate data entry, bookkeeping workflows, or client communication. Streamlining processes (e.g. using receipt scanning software or client portals) can allow you to take on more clients without equivalent increase in hours worked. This is a time investment now that pays dividends in scalability and profitability long-term.
Develop a Year-Round Service or Niche
Long-term, strategic: Think about growth beyond the current services. For instance, you might develop a year-round service package (monthly financial check-ups to smooth out the seasonal income of tax prep) or start specializing in an industry niche. Adding new services (like advisory, financial planning, or payroll) or carving out a niche can open up significant new revenue streams. These initiatives require more time and planning, but they position your firm for sustainable, higher-level growth.
2. CFO-Level Advisory Services
Accountants offering fractional CFO or advisory services act as strategic financial partners to their clients. In this high-value role, your time is best spent on analysis, strategy, and client-facing insight – not on administrative minutiae. A capable executive assistant becomes invaluable by handling logistics, research, and prep work so you can be the trusted advisor and “big-picture” thinker for your clients. Below is a delegation roadmap for a solo CFO-advisor: have your EA manage scheduling and information-gathering first, then progressively involve them in supporting your financial analysis workflow (to the extent their skills allow).
Tasks to Delegate to an Executive Assistant (CFO Advisory) – from easiest to hardest:
Delegable Task
Description/Notes
Meeting Scheduling & Logistics
Your EA should manage the heavy calendar of CFO engagements: schedule all client meetings, board presentations, and check-ins, and coordinate any travel plans. They can ensure you never miss a call and have buffer time for prep. This basic administrative support keeps your schedule streamlined.
Meeting Preparation & Follow-Up
Have your assistant help prepare meeting materials and do post-meeting admin. For example, they can assemble slides or financial packets from data you provide, ensure agendas are set, and capture action items. After meetings, the EA can email out follow-up notes and track deliverables for you so nothing falls through the cracks.
Email Management & Client Comms
Free yourself from inbox overload. Let the EA filter emails and handle routine communications with client teams. They can draft replies to scheduling requests, answer basic queries (like providing a copy of last month’s report), and flag urgent items for your attention. This keeps communication flowing while you focus on analysis.
Data Collection & Research
Delegate background research and data gathering. Need industry benchmarks or market data for a client’s strategic plan? Your EA can research and summarize the findings for you. They can also collect raw financial data from client systems or stakeholders (e.g. pulling reports, gathering KPIs) so you have everything on hand for analysis. While they won’t interpret the numbers, this administrative data work saves you significant time.
Financial Tracking Support
With training, an EA can assist in maintaining financial models and tracking metrics. For instance, you might have them update your CFO dashboard or forecast spreadsheets with the latest actuals each week. They could also monitor receivables across your client portfolio and send out gentle reminders for overdue invoices. This ensures data stays up-to-date between your deeper-dive reviews.
Client KPI Reporting
EAs can prepare draft reports on key performance indicators for your clients, using templates you design. For example, once you define the metrics and format, the assistant can populate a monthly KPI summary or budget vs. actual report for each client. You would still review and add insights, but the EA handling the initial compilation is a significant time-saver. This is one of the more advanced tasks to delegate (requiring trust in their attention to detail), but with standard processes it can be done accurately.
High-Value Activities for the Accountant (CFO Advisory) – once freed up, focus on these strategic tasks:
High-Value Activity
Why It Matters (ROI)
Acquire Another High-Value Client
Immediate revenue growth: Use the time freed by delegation to take on another fractional-CFO client or consulting project. Each additional client (at your typical advisory retainer) directly boosts revenue, and now you have the capacity to serve them well. Even one new sizeable client can have an outsized impact on your annual income.
Deepen Strategic Insight for Clients
Adds value (client retention): Spend more time on the core of your service – analyzing client financials and planning strategy. Dive into cash flow forecasting, profitability analysis, or growth strategy for clients in greater depth. Your clients will notice the extra insight and forward-looking advice. This strengthens your value proposition as a CFO advisor, leading to higher client satisfaction, retention, and referrals.
Networking with Referral Sources
Quick to moderate ROI: Allocate time to build relationships with CEOs, VCs, bankers, or other advisors in your target industry. Networking can quickly lead to referral business – e.g. a VC who knows you may refer you to another startup in need of a CFO advisor. Attending industry events or hosting a roundtable for business owners are high-visibility activities that can pay off in new engagements relatively fast.
Develop Proprietary CFO Tools/Frameworks
Efficiency & differentiation: Invest effort in creating re-usable tools that enhance your service delivery. For example, you might develop a standardized financial dashboard, forecasting model, or strategic planning framework that you can use across all clients. This one-time time investment can dramatically increase your efficiency (since you’re not reinventing the wheel for each client) and also distinguish your offering in the market.
Thought Leadership in Finance
Long-term lead generation: Position yourself as an expert in your advisory niche. Use freed time to write articles on financial strategy, speak on podcasts or webinars, or contribute insights on LinkedIn. By publishing high-value content, you boost your professional brand and credibility. Over time, this thought leadership leads to inbound inquiries from companies that want a seasoned strategic advisor – fueling sustainable growth of your practice.
Explore Scalable Service Offerings
Long-range growth: As you approach the upper end of solo capacity, consider scalable ways to grow revenue beyond the one-on-one advisory model. This could mean packaging your knowledge into a productized service or course (e.g. a financial management workshop for startup founders), or hiring a junior analyst to leverage your time. These moves are time-intensive to execute, but they open the door to breaking past the income ceiling of a one-person practice.
3. Corporate Accounting & Compliance
Solo accountants focused on corporate accounting and compliance handle tasks like monthly closes, financial reporting, and ensuring businesses meet regulatory requirements (tax filings, audits, etc.). Much of this work involves managing timelines, documentation, and communication between parties – areas where an executive assistant can be a tremendous help. While the accountant and bookkeeper tackle the technical accounting, the EA can run the “operational” side of compliance: tracking deadlines, organizing paperwork, and coordinating with clients and regulators. The goal is to relieve you of routine coordination so you can concentrate on technical accuracy and higher-level oversight.
Tasks to Delegate to an Executive Assistant (Corp. Accounting & Compliance) – from easiest to hardest:
Delegable Task
Description/Notes
Compliance Calendar Management
Have your EA maintain a master calendar of all filing deadlines, payment due dates, and compliance milestones for each client. They can set reminders well in advance for things like tax filing due dates, financial statement releases, license renewals, or audit schedules. This way, nothing sneaks up unexpectedly, and it’s a relatively simple scheduling task for an assistant to manage diligently.
Regulatory Filings Prep (Admin)
For routine filings that require gathering data or signatures (annual reports, sales tax submissions, etc.), let the EA prepare as much as possible. They can fill out cover sheets, organize forms that need signing, and compile previously filed reference documents. You’ll still review and sign off on final filings, but the EA can handle the paperwork assembly and checklisting ahead of time.
Document Compilation & Organization
Ensure that supporting documents for compliance are well-organized. An EA can gather and organize items like bank statements, invoices, payroll records, or prior year returns into folders for an audit or compliance review. If a government agency or auditor requests specific documentation, the EA can pull those records for you quickly. This frees you from digging through files and lets you focus on analysis.
Client Communication & Reminders
Your assistant can be the point person for chasing down information. If a client’s finance team or external parties owe you data (e.g. confirmation from a bank, or a subsidiary’s trial balance), the EA can send follow-up emails and calls to get those pieces in. They can also send clients friendly reminders of upcoming compliance requirements, such as “Next week is your quarterly tax filing – our team will need XYZ from you by Wednesday.” This task is slightly more advanced because it involves understanding what to ask for (you’ll provide a list), but it’s still primarily communication and follow-up.
Liaising with External Agencies
In some cases, an EA can interface with regulatory bodies or vendors on your behalf for procedural matters. For example, they might handle the scheduling of an audit with an external auditor’s office or submit online forms to the IRS/CRA for extensions (under your guidance). They aren’t giving technical answers – just coordinating logistics and ensuring paperwork is submitted properly. This takes some confidence and knowledge of processes, making it one of the harder tasks to delegate (you’ll need to coach them and possibly draft what to say), but it can save you substantial time in back-and-forth communications.
Initial Drafting of Routine Reports
For standardized reports like monthly management accounts or compliance checklists, an EA could prepare the first draft. If you have a template for a monthly financial highlights memo or an internal controls checklist, the assistant can populate it with that period’s data and notes from the bookkeeper. You would then review and finalize the report. Delegating this requires trust in their attention to detail, but it can shave hours off your month-end process once the EA is up to speed.
High-Value Activities for the Accountant (Corp. Accounting & Compliance) – focus on these once routine coordination is offloaded:
High-Value Activity
Why It Matters (ROI)
Enhance Technical Expertise
Quick credibility win: Dedicate time to sharpening your expertise in complex areas of corporate accounting (e.g. new GAAP/IFRS standards, specialized tax regulations). By staying ahead of the curve, you can offer more sophisticated advice and compliance strategies that justify premium fees. This not only adds immediate value to clients (who might otherwise need a Big 4 consultant for tricky issues) but also differentiates your solo practice in the market.
One-on-One Client Consultations
Client value & retention: Use freed time to meet with your corporate clients’ leadership regularly. Rather than just delivering reports, schedule quarterly or monthly CFO-style review meetings to discuss what the numbers mean and how to improve. These strategic conversations often unveil additional needs you can service (like process improvements or additional analyses) – turning compliance delivery into an advisory opportunity. It’s easier to grow existing accounts than to win new ones, so this deepening of service can produce a solid ROI in the near term.
Cross-Sell Advisory Services
Revenue growth: If you’re currently focused on compliance, consider cross-selling broader advisory services. For instance, offer to help with budgeting, forecasting, or internal control consulting alongside the routine compliance work. Many corporate clients will gladly pay extra for help implementing the recommendations that come out of your compliance findings. Cross-selling in this way can quickly boost revenue per client with relatively little marketing effort.
Process Improvement & Automation
Efficiency gain: Analyze your internal processes (or those of your clients’ finance departments) for bottlenecks. Invest time to implement automation or improved workflow tools for things like reconciliation, data import, or compliance tracking. Every inefficiency you fix either frees more time (to take on more clients or projects) or reduces errors and rework. This is a medium-term investment that increases your capacity and profitability – effectively a high ROI, just not as visibly immediate as signing a new client.
Build Strategic Partnerships
Growth via referrals: Form alliances with professionals adjacent to compliance services – for example, tax attorneys, auditors, or HR consultants. With more time in your schedule, you can network and establish referral relationships. A law firm that handles incorporations might send clients your way for ongoing compliance, or an audit firm might outsource smaller client work to you. These partnerships can steadily funnel clients to you over time, a valuable long-term growth channel.
Develop Niche or Premium Services
Long-term expansion: Identify if there’s a specialized compliance need you can become known for. Perhaps it’s multi-state tax compliance for tech startups, or forensic accounting reviews for fraud prevention. By developing a niche service or a high-end offering (like virtual controller services or ESG compliance reporting), you position your practice for significant growth. These big-picture projects (writing a specialized guide, obtaining an additional certification, marketing your new niche) take considerable time, but they can pay off by allowing you to command premium pricing and attract clients nationwide who seek out your unique expertise.
Serving a niche industry – such as dental practices, e-commerce businesses, real estate investors, nonprofits, and so on – can be very lucrative for a solo accountant. You likely offer a mix of bookkeeping, tax, and advisory tailored to that niche’s needs. The challenge is that you wear two hats: expert accountant and mini-“industry consultant.” Delegating is crucial to handle the general admin workload so you can concentrate on the specialized insights that make your service unique. An executive assistant may not know your niche deeply, but they can still take on routine tasks and even help with niche-specific operations (once you teach them the basics of the industry lingo and processes). This frees you to refine your niche expertise and scale up your presence in that field.
Tasks to Delegate to an Executive Assistant (Niche Practice) – from easiest to hardest:
Delegable Task
Description/Notes
Client Scheduling & Coordination
Just as in other specialties, scheduling is an easy win to delegate. But here, your EA also learns the rhythms of your niche. For example, if you serve dental offices, your assistant will learn that dentists prefer meetings on certain days (e.g. Fridays when patient load is lighter). If e-commerce, they’ll note when clients might be busy (e.g. holiday sales season) and schedule around that. This cultural scheduling awareness comes with time, but initially it’s simply calendar management – a straightforward task.
Industry Research & News Monitoring
Have your EA keep an eye on news or updates in the niche. They can set Google alerts or follow industry publications. For instance, if a new tax credit for healthcare providers is announced or a major change in online sales tax rules is in the news, your EA can flag it for you. They might not fully understand it, but they can forward you the relevant article or announcement. This saves you from constantly scanning the horizon and ensures you don’t miss developments that could affect your clients.
Niche-Specific Data Gathering
Many niches have unique metrics or software. Train your EA to retrieve data from these systems. For example, an assistant for a dental-focused CPA could log into a dental practice management software to pull monthly production numbers. For an e-commerce accountant, the EA could run reports from Shopify, Amazon Seller Central, or inventory management tools. As long as it’s a routine process (with a clear how-to script), an EA can learn to do it, freeing you and the bookkeeper to focus on analysis rather than data extraction.
Content and Social Media Management
If part of your niche marketing involves creating content (say a blog or newsletter with tips for that industry), your EA can handle a lot of the content logistics. They might format and post your blog articles, schedule social media posts targeting groups where your niche hangs out (e.g. dental practice owners’ forums or e-commerce seller Facebook groups), or send out your email newsletter. You provide the expertise and core content, and the assistant takes care of distributing it consistently. This is a bit harder than pure admin tasks because it requires understanding your brand voice and the industry context, but many EAs can master it with your guidance.
Client Onboarding & Support
Niche clients often have similar onboarding needs (e.g. a dentist might need to provide insurance credentialling info, an Amazon seller might need to connect their seller account). Your EA can handle these standardized onboarding checklists. They can also field first-line support questions from clients. For example, if a dental client calls with a basic question like “How do I send you my monthly reports again?”, the EA can answer or provide a quick guide. They’ll escalate only the technical or advisory questions to you. This level of client service delegation takes time to train (the EA must learn the common questions and appropriate answers), making it one of the more advanced delegable tasks – but it greatly enhances your scalability and client satisfaction.
Event/Community Coordination
As a niche expert, you might participate in industry events (conferences, webinars, local meetups). An EA can manage the logistics: book your travel or webinar setup, coordinate event sponsorship details, or even organize your own small client appreciation event or workshop. They can also help manage an online community if you host one for your clients (moderating a forum or responding to basic posts). This task is higher on the difficulty scale because it blends industry knowledge with event planning, but handing it off means you can maintain a strong community presence without personally handling every detail.
High-Value Activities for the Accountant (Niche Practice) – with more time, you can double down on niche dominance:
High-Value Activity
Why It Matters (ROI)
Niche Client Acquisition
Fast ROI: Now that you have more bandwidth, actively seek out more clients in your niche. Leverage your referral network within the niche – e.g., ask current dental clients to refer colleagues, or connect with e-commerce business groups to find leads. Because you’re already specialized, each new client in the niche can be onboarded faster and served efficiently, yielding high marginal profit. A focused push (such as a limited-time niche-specific offer or attending a niche trade show) can quickly translate into new revenue.
Develop Niche-Specific Advisory Services
Revenue per client: Identify advisory or consulting services that your niche clients badly need. For example, dentists might need help analyzing profit per procedure or guidance on buying a new practice; e-commerce sellers might need sales tax planning across states. Packaging an advisory offering tailored to those needs can generate a fast upsell – many clients will jump at extra help that’s directly relevant to their business challenges. This not only increases your income per client, but also solidifies your reputation as a one-stop solution in the niche.
Strengthen Thought Leadership in the Niche
Medium-term growth: Become the go-to financial expert in your field. Use your extra time to write guest articles in niche industry magazines, speak at niche events, or publish a “White Paper” or guide (e.g. “Financial Benchmark Report for Dental Practices 2025”). This raises your profile significantly. A strong reputation leads to higher-value opportunities – for instance, being able to charge premium fees or winning very large clients in your niche who specifically seek out the top expert.
Niche Community Building
High ROI over time: Consider creating a community or forum for your niche clients and prospects (if one doesn’t exist). This could be a private Facebook group or a quarterly roundtable webinar where business owners in that industry discuss financial best practices (moderated by you). Building a community is time-intensive, but it can become a self-sustaining source of new business via referrals and an excellent way to retain clients (clients feel they’re part of something bigger). Over time, a thriving community of, say, dentists who trust you can feed you a steady pipeline of engagements.
Continuous Improvement of Expertise
Long-term payoff: Deepen your specialization even further. This could mean obtaining an additional certification or training highly relevant to the niche (e.g. a dental practice management certification, or an e-commerce analytics course). It could also mean spending time with the niche businesses to understand their operations on a granular level (e.g. visiting a client’s dental office or warehouse). This investment in knowledge strengthens the quality of your advice and keeps you two steps ahead of competitors. In the long run, being the most knowledgeable accountant in a niche is a ticket to sustained growth and pricing power.
Scalability Planning
Strategic growth: If your niche practice is booming (and approaching the upper end of that $1M revenue), use some time to plan the next stage of growth. This might involve hiring another accountant or specialist to expand capacity, productizing some of your niche services (so they can be delivered by staff or technology), or even developing a software tool for common niche problems. These are big, bold moves that require significant effort and likely have a longer horizon for payoff. However, they can transform your solo practice into a firm that dominates the niche market.
Conclusion: By smartly delegating to an executive assistant, a solo accountant can reclaim hours of their week and redirect that time into growth.
The exact tasks to hand off and opportunities to pursue will vary by specialty, but the principle is the same: let your assistant handle the operational and administrative load (email, scheduling, routine follow-ups, paperwork assembly so you can focus on what adds the most value – be it high-level client advice, business development, or strategic improvements.
This shift from working in the business to working on the business is often the inflection point that propels an accounting practice from a comfortable six-figure plateau to the next level.
With a well-planned delegation roadmap, you’ll not only preserve your sanity during busy seasons, but also create the capacity to innovate, expand, and truly excel in your domain.
https://greatassistant.com/wp-content/uploads/2025/06/Accountant-delegate-her-time.png10241024Adminhttp://greatassistant.com/wp-content/uploads/2020/06/GALogoSm-2.pngAdmin2025-06-14 00:54:302025-06-14 00:59:55Delegation Roadmap for Accountants: Free Up Your Time and Grow Your Practice
If you’re a solo/small practice attorney generating $500K–$1M in annual revenue, you likely feel overwhelmed with emails, scheduling, client management, and financial tasks.
With only a paralegal at your side, administrative work eats into your time, leaving you less space for high-value activities like billable legal work or business development.
Enter the Executive Assistant (EA).
This roadmap shows what to delegate to an EA based in the U.S. or Canada (even if they have little or no legal background) and what high-leverage tasks you, the attorney, should focus on instead.
Below are four versions of this roadmap tailored to different practice areas:
General Practice
Divorce/Family Law
Trademark Law
Real Estate Law
1. General Law Practice
Sample Tasks to Delegate to Your Executive Assistant:
Task
Description
Calendar Management
Schedule client meetings, court dates, and calls. Handle rescheduling and reminders.
Email Inbox Management
Triage emails, flag urgent items, draft routine responses, and manage scheduling requests.
Document Filing & Case File Organization
File and organize documents; update case files in Clio.
Phone Call Handling
Answer and screen calls, route messages, schedule consults.
Scheduling Requests
Coordinate calendar invites and rescheduling, and communicate updates.
Billing and Invoicing
Generate invoices, send reminders, follow up on unpaid bills.
Monitoring Court Notices
Track filing deadlines, docket notifications, set calendar alerts.
Travel & Event Arrangements
Book travel and register for CLEs, conferences, or meetings.
Website and Marketing Admin
Update your WordPress site, schedule blog/social media posts, send newsletters.
Sample Tasks You, the Attorney, Should Focus On:
Focus Area
Description
Reach Out to Past Clients
Generate quick referrals and repeat business through check-in emails or calls.
Billable Legal Work
Take on more client matters and focus on high-value legal activities.
Network with Other Professionals
Develop referral relationships with CPAs, estate planners, and other attorneys.
Speaking & Workshops
Give talks to attract clients and showcase expertise.
Content Marketing
Publish helpful blog posts, FAQs, and resources.
Write a Book
Establish authority with a comprehensive book or guide.
Provide status updates, send template notifications.
Application Support
Collect client info, fill standard fields, prep drafts.
Billing & Portfolio Records
Track trademark portfolios, send invoices.
Research & Monitoring
Run preliminary searches, set up alerts.
Marketing Admin
Manage webinars, email campaigns, and LinkedIn updates.
Attorney Focus:
Focus Area
Description
Past Client Outreach
Ask if they need new filings or referrals.
Business Networking
Join startup groups, bar associations, LinkedIn groups.
Educational Speaking
Host trademark webinars, startup workshops.
Legal Strategy Work
Craft responses to refusals, manage enforcement.
Expand Offerings
Add copyrights, licensing, or new niche services.
Write a Trademark Guide
Publish a book or download for thought leadership.
4. Real Estate Law Practice
Delegate to EA:
Task
Description
Closing Scheduling
Coordinate with clients, lenders, title companies.
Calendar Management
Track contingencies, inspections, deadlines.
Document Prep
Assemble closing packets, manage e-signatures.
Title Work & File Management
Order title searches, maintain file structure.
Billing & Trust Tracking
Send invoices, record trust deposits, track payouts.
Realtor/Client Relationship Admin
Send thank-you notes, log referral activity, book follow-ups.
Attorney Focus:
Focus Area
Description
Past Client Referrals
Contact former clients for repeat business or referrals.
Realtor & Lender Network
Deepen referral relationships with professionals.
Investor/Business Networking
Attend real estate meetups, property investor events.
Legal Work & Deal Strategy
Negotiate contracts, solve title/zoning issues.
Strategic Marketing
Write blog posts, lead seminars, build online authority.
Author a Book
Create a resource for buyers/sellers/investors.
By handing off the right tasks to an executive assistant, solo attorneys can reclaim time and focus on activities that directly lead to more clients, more revenue, and greater impact. Whether you’re practicing family law, real estate law, or trademarks, this roadmap gives you a proven sequence to grow your firm while staying in your zone of genius.
Want to get a Great Assistant so you can get your time back? Book a Discovery Call with us here: GreatAssistant.com/Apply
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As an entrepreneur, you wear many hats. You’re the visionary, the decision-maker, the problem-solver, and the driving force behind your business. But as your business grows, there comes a point when wearing all these hats becomes a hindrance rather than an asset.
The question arises: Who should you hire first to propel your business forward?
Is it an executive assistant, a salesperson, a project manager, or someone else entirely?
Today, we’re here to break down this crucial decision and reveal why an executive assistant might just be the secret sauce to unlocking your entrepreneurial potential.
At the heart of this decision lies a fundamental question:
How do we accelerate your journey to unleashing your genius within your business?
You are the linchpin, the person with the deep industry insights, the invaluable connections, and the wealth of experience. So, it’s paramount to get you focused on what you do best as quickly and consistently as possible.
The vehicle to this zone of genius? An executive assistant.
Let’s take a step back and compare the options. On one hand, we have an executive assistant available for $22 an hour, and on the other, a salesperson demanding a hefty $75,000 annual salary PLUS commissions.
While the numbers speak volumes, it’s the nature of the work that truly tips the scale.
Think about it – one hour spent on administrative tasks that can be easily delegated, or one hour investing in training a salesperson on the intricacies of your product, process, and market nuances.
The answer becomes clear: an assistant’s hour is far easier to reclaim.
Beyond the financial aspect, consider the opportunity cost.
Would you rather have your sales expert mowing the lawn or strategizing for revenue? Every minute spent on tasks that don’t align with your expertise is a minute lost in propelling your business forward. An assistant can take care of the routine, freeing your time and mental space for what truly matters.
Now, let’s address the notion that hiring a salesperson might seem like a revenue-generating move, while an assistant might be seen as a mere expense.
It’s a common misconception. While an assistant does appear as an expense on the books, the real profit lies in what that relationship enables.
By offloading administrative burdens onto your assistant, you can channel your focus towards revenue-driving activities: crafting compelling marketing strategies, engaging with clients, and refining your offerings based on real-time feedback.
Moreover, staying actively involved in sales, especially in the early stages, has immeasurable benefits. Your direct interactions with clients provide a goldmine of insights – understanding objections, gauging market trends, and staying ahead of competitors.
This invaluable pulse check ensures you’re steering your business in the right direction, continually refining your product or service to match evolving needs.
But why does the assistant role shine so brightly in the first hire spotlight?
Because it lays the foundation for growth. An assistant doesn’t just take tasks off your plate; they become your right hand, the gatekeeper of your schedule, and the orchestrator of your efficiency. They’re your accomplice in scaling your business, taking the operational load off your shoulders, and allowing you to focus on strategic endeavors.
In a landscape where roles like salespeople, project managers, and coaches all vie for attention, the assistant emerges as the unsung hero – the unsung hero who ensures the gears of your business run smoothly, propelling you toward greatness.
In conclusion, the choice of your first hire carries profound implications for your business journey.
While it’s tempting to be swayed by the allure of hiring revenue generators, the true magic happens when you unleash your inner genius by partnering with an executive assistant.
This pivotal hire grants you the freedom to focus on what you do best, all the while ensuring that the operational gears of your business move seamlessly.
So, if you’re pondering that first hire, consider this: An assistant is not just an expense but an investment in your future success.
They’re the conduit through which you can maximize your impact, your innovation, and your entrepreneurial journey.
As I’ve said before… “It will be the single biggest productivity jump in your entire career.”
So, embrace the power of hiring an Assistant, and watch as your entrepreneurial dreams transform into a thriving reality.
Onwards and upwards
Tim 🙂
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Welcome back to the second installment of our two-part series on a topic that’s all too familiar to entrepreneurs – raising prices.
We’ve all been there. Those late-night worry sessions where you ponder over whether you should increase your prices, fearing the potential fallout. But what if I told you that raising prices could be the key to unlocking untapped profitability and building deeper customer relationships?
The Fear of Raising Prices: A Familiar Tale
Let’s face it – raising prices can be intimidating. What if your clients stop booking calls or making purchases? These questions have haunted me for years. Yet, each time I’ve taken the plunge and increased prices, it’s turned out to be a pivotal step towards greater profitability.
In a world where the cost of living continues to rise, business owners like me have to adapt. The reality is, if we don’t adjust our prices to account for these changes, our margins will shrink, potentially putting our businesses at risk.
The Power of the Right Price Point
So, what’s the secret to raising prices successfully? It’s all about finding the sweet spot – that magical point where your customers see the value in what you offer and are willing to pay a bit more for it. Think of it as a delicate balance between providing exceptional service and ensuring your business remains sustainable.
Consider this: our company, Great Assistant, recently raised prices from $5,000 to $6,000 for our programs. This seemingly modest 20% increase led to a remarkable 40% boost in gross profit per client. That’s the kind of impact a well-calculated price adjustment can have on your bottom line.
The Role of Customer Relationships and Content Marketing
Now, let’s shift our focus to the power of customer relationships. You see, nurturing genuine connections with your clients is more than just good business practice – it’s a key driver of growth. Think about it: 100% of the clients who responded to our price increase were loyal, long-term patrons. They knew, liked, and trusted us from previous interactions.
Content marketing, often underestimated, played a pivotal role in this. A potential customer might be quietly following your updates for years before finally making a move. This highlights the importance of consistency and quality in your content – you never know who’s quietly listening and preparing to take action.
Beyond the Sale: Building Lifelong Relationships
It’s easy to get caught up in the excitement of closing a sale, but true success lies in building a long-lasting relationship. The famous saying, “Make a sale to get a customer, not the other way around,” couldn’t be more accurate. Your focus shouldn’t solely be on the transaction; it should extend to providing ongoing value and support.
By fostering repeat business, upselling additional services, and nurturing your existing customer base, you’re essentially creating a self-sustaining cycle of profitability.
Looking Ahead: The Future of Entrepreneurship
As we wrap up this chapter of our journey, I invite you to reflect on your own business. What would it take for you to double profits without acquiring a single new customer? The answer may lie in nurturing your relationships, increasing the value you provide, and adjusting your prices to match.
Remember, mastering entrepreneurship is about more than just numbers; it’s about forging connections, adapting to change, and finding innovative ways to thrive.
Onwards and upwards
Tim
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