From quote request to the first handed-off task

Step by step to a running arrangement

The partner may adjust the order, but the shape is usually the same.

1. Submit the form. The partner contacts you to discuss the work.
2. Receive and accept a written scope and quote from the partner.
3. Prepare a starter pack: task list, procedures, logins and who to ask.
4. Run a first week with a narrow scope and a short check-in at its end.

A short preparation list

Use this to sort out the handover before the start date.

• What tasks, in what order of priority
• How each one is done today
• Which tools hold the work
• How the assistant will get access
• What the assistant can decide alone
• What must always be approved by you or your accountant

Security questions to settle early

Before access goes live, agree answers to these with the service partner:

1. Will the assistant use their own accounts, or delegated access to yours?
2. Which password manager will hold any shared credentials?
3. How will two-factor codes be handled without passing your phone around?
4. What is the smallest set of permissions each task needs?
5. Where can customer and financial data be stored, and where not?
6. What is the offboarding routine when someone leaves the account?

Written answers make later changes easier and give everyone the same reference.

Check-ins, changes and ending

Three habits matter most after the start.

First, written updates. A daily or weekly summary of finished work and open questions keeps you informed without hovering.

Second, a standing check-in. Fifteen minutes on a regular day is plenty to correct course, share upcoming priorities and add tasks.

Third, a clean way out. Know the notice period in your agreement, and keep the list of accounts the assistant can reach up to date so access can be removed promptly if the arrangement ends. Changes to hours along the way are agreed with the service partner.