
The Back-Burner Audit: 3 Tasks You Must Outsource Before They Cost You
“You can’t outsource soul.” - Jesse Itzler
“But your admin tasks are fair game.” - Penny Wallace

Full Disclosure:
I make sure my bookkeeping clients are spotless. Organized, up-to-date, and ready for anything.
My own? That’s another story.
It’s an honest confession, but it’s a prime example of why we, as smart business owners, desperately need to hand off tasks that pull us out of our zone of genius. Even the financial expert can struggle with her own systems when she’s focused on the high-value work of client strategy and support.
The "oops" of my own messy books is the exact reason I’m so passionate about helping clients get their Money Mojo back. You deserve a clean financial slate and clear confidence, even if your specialist occasionally struggles with her own filing.
The Core Problem: Pulling You Out of Your Genius
The back-burner is where good intentions go to die.
Let's read that again: The back-burner is where good intentions go to die.
A task ends up on the back-burner because it feels non-urgent, repetitive, or simply painful. But the moment you defer it, it becomes a liability—a potential financial surprise. When you’re spending your high-value time wrestling with administrative tasks, you’re pulled out of your zone of genius, and that’s a cost your business simply can’t afford.
The solution is an immediate audit. Here are the three most common tasks smart, successful entrepreneurs put on the back-burner that must be handed off to a VA today.
Audit Task 1: The Administrative "Oops" (Your Books)
This is the most dangerous back-burner item because it directly impacts your ability to know where you stand financially every day.
Bookkeeping tasks—like sorting transactions, reconciling accounts, or chasing down missing receipts—are critical. But if you’re doing them yourself, they’re almost always deferred until tax time or until a major financial decision forces you to panic.
You need to shift from reacting to your money to proactively managing it.
When you outsource this task, you are no longer punishing yourself with the spreadsheet scramble; you are guaranteeing yourself a clean financial slate.
Audit Task 2: The Consistency Drain
The next back-burner task causes a slow, insidious drain on your client and lead relationships: following up on unfinished or multi-step tasks and client communications.
This isn't high-level strategy; this is the tedious work of ensuring that every communication gets a response, every lead is tracked, and every client task moves from Step 2 to Step 3. When you try to hold all these tiny threads in your brain, your consistency breaks down. Client projects stall, leads go cold, and the quality of your customer service drops.
Your VA's real job here is to protect your focus. They ensure the client pipeline is running smoothly—not by being you, but by executing the routine logistics perfectly.
This is the results-driven accountability you need to free up your high-value time.
Audit Task 3: The Organizational Headache
This is the task you always mean to do on a slow Friday afternoon but never actually start: creating a core system or template.
The ultimate example is setting up a comprehensive client onboarding process. We know that a streamlined, templated flow—like a master Google Doc that delivers all the information a client needs for setup and ongoing support—saves hundreds of hours a year and vastly improves the customer experience. But building that template takes concentrated time, and that's the first thing we sacrifice when we're drowning in admin.
A VA can take your current process, create the structure, and build the template.
You give the strategic direction; they build the foundational Efficiency Engine that allows you to scale.
Wrap & Action: End the Back-Burner Cycle
The path to clear confidence is paved with small, honest decisions to prioritize structure. You can’t reach your zone of genius if you are constantly chasing down messy receipts or managing a complex client flow in your head.
Even experts in efficiency needs a VA. The biggest human moment of clarity is realizing that handing off the routine tasks you hate is a sign of smart strategy, not failure.
What’s the one task in your business that always gets put on the back burner, just like my own books used to?
That task is your clear sign that you need a VA service, not another coffee. It’s time to stop punishing yourself with low-value work and start focusing on the revenue-generating strategy that only you can execute.
Click here to find the VA services that will eliminate your biggest back-burner task today.
