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  • Writer's pictureKatie Bauer

NEW! Virtual Assistant Business Forms

Have you been to my Etsy shop ByBestDayDesigns? If not, I’m excited to share some information about the value and benefit of the business forms and resources I offer.

I created the business form packages for virtual assistants specifically. Over the years, I’ve had quite a few aspiring virtual assistants, some referrals from clients and others that found me via my website or social media channels. A question I am often asked is where did I get my client agreement, client intake forms, invoice template etc. The truth is, I spent a couple of months researching before I launched in 2008. I paid a pretty penny to join a virtual assistant organization that included access to resources and documents. While the connections were valuable, the forms did not meet my criteria.

So, I decided to create my own. I have tweaked them over the years, but they have not changed much in the last 5 years. The packages in my shop contain the forms I use every day to run my business with my goal to have systems and processes that are streamlined and easily repeatable. Those are always the requirements I hold myself to when creating a system or a process along with a document or template – straight forward, replicable and repeatable. The less time I have to spend keeping my businesses day-to-day operations running smoothly, the more time I have for client work. That’s what a VA wants!

Visit my shop to check out the Professional, Customizable and Affordable packages. Whether you’re a new virtual assistant or an established virtual assistant needing to develop or streamline business systems and processes, you’ll find these resources are the perfect compliment!


Katie Bauer started Effective Virtual Assistance, LLC, in 2008. Based out of Northern Virginia, Effective Virtual Assistance, LLC partners with small businesses locally and nationally to give business owners the time they need to focus on core business and revenue generating activities. With a firm belief that when a client is successful, that reflects on her success, Katie’s goal is to go above and beyond with each and every client task and project.

Over the years Katie has been contacted by aspiring VAs through clients or directly via her website, asking for insight and advice. She realized writing a short eBook to share her experience along with offering some of the documents and tools could benefit other Virtual Assistants. Visit her Etsy shop to find these great resources.




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