What to hand over,
in what order
Not generic outsourcing advice. These are the handovers we run — which tasks travel, the sequence that works, the Australian boundary you cannot cross, and the mistake that costs a fortnight. Written by the account managers who run them.
What you legally can't delegate offshore in Australia
Profession by profession — TPB registration, NCCP credit advice, AFS licence, legal practice, trust accounting, NDIS Practice Standards, VET and award interpretation, with every regulator named so you can check it yourself.
Laarni Tumbokon9 min readWhy offshore hires fail
Almost never because the person was not capable. Five predictable causes in order of frequency — four decided by the business before the person starts, and one that is ours.
Laarni Tumbokon7 min readXero tasks you can hand to a VA
Bank rec, AP, AR, payroll prep and BAS prep all travel. The lodgement, the bank authority and the advice do not. Here is the split, and the order to hand it over in.
Alfie Quiming7 min readWhat an NDIS provider should delegate first
Claiming first, progress notes last — the opposite of what most providers instinctively try, and the reason so many NDIS handovers stall in week two.
Seth Saavedra6 min readMYOB tasks you can hand to a VA
The same split as Xero, plus the hour of documentation an older file needs before anyone else touches it.
Alfie Quiming6 min readGoHighLevel tasks you can hand to a VA
Funnels, workflows, pipeline hygiene and campaign build — and the settings that should never leave your login.
Seth Saavedra6 min readHubSpot tasks you can hand to a VA
Open deals first, not the database. Why that order makes the pipeline trustworthy in a fortnight instead of never.
Alfie Quiming5 min read
ShopifyShopify tasks you can hand to a VA
Nearly all of the daily admin is delegable. The staff permissions that keep it safe, and the one login you never share.
Seth Saavedra5 min readWhat a claims VA actually does in your NDIS system
Screen by screen, fortnight by fortnight: bookings, claim batches, rejection recovery, rostering — and the permission set to configure on day one.
Seth Saavedra6 min readHanding over BAS prep without losing control
Preparation is eighty per cent of the work and none of the judgement. What your registered agent should receive instead of a shoebox.
Alfie Quiming6 min readHow to hand over payroll without losing control
The clearest line of any handover: preparation travels, award interpretation and the STP declaration stay with you. Document the first one before you hire.
Alfie Quiming5 min readHanding over your inbox without losing control
Delegated access rather than a shared password, a written triage rulebook, and a fortnight of proposing before acting.
Seth Saavedra6 min readHow to hand over social media without losing your voice
Most social handovers fail because the strategy went with the production. Split it properly — and confront the photography problem first.
Seth Saavedra5 min readGoHighLevel agency tasks you can hand to a VA
For resellers: sub-account builds, snapshot maintenance, client onboarding and reporting — and why agency-level access is the mistake to avoid.
Alfie Quiming5 min readWhat an accounting firm should delegate first
Your cleanest, highest-volume files first. The client causing the pain is a month-three handover, not a week-one one.
Alfie Quiming7 min readWhat a builder should delegate first
Quote volume is the constraint, not leads. Fix estimating capacity before the paperwork that annoys you more.
Seth Saavedra7 min readWhat an agency should delegate first
Listing preparation and database work, then property management admin — and where the licensing line sits.
Seth Saavedra7 min readWhat a clinic should delegate first
Rejected claims before the phones. Quieter, self-funding, and it teaches your item numbers faster than anything else.
Laarni Tumbokon7 min readWhat a broker should delegate first
Document collection first — the part everyone hates. Credit advice never moves, informally or otherwise.
Alfie Quiming7 min readWhat an online store should delegate first
Product listings first, customer support last. Support is the loudest pain and the worst place to start.
Seth Saavedra7 min readHow to hand over AP without giving away bank access
Bill entry, PO matching, duplicate checking and payment run preparation — plus the four controls that make it safe.
Alfie Quiming7 min readHow to hand over debtor follow-up
A fixed cadence beats firmness. Plus the disputed invoices you are currently chasing as though they were merely late.
Alfie Quiming6 min readHow to hand over customer support
Build the answer library first — that document is the handover, and you need it whether you hire or not.
Seth Saavedra6 min readHow to hand over quoting and estimating
You keep the price, the margin and the risk. Everything before that decision is where the hours are.
Seth Saavedra6 min readNothing in that category yet — ask us about it and it'll likely be the next one written.