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Updated over 1 year ago on . Most recent reply

User Stats

231
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215
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Jonathan Farber
  • Rental Property Investor
  • Medellin, Colombia
215
Votes |
231
Posts

Can I trust virtual assistant with credit card info?

Jonathan Farber
  • Rental Property Investor
  • Medellin, Colombia
Posted

Hey all, like many people here, I am looking to delegate/automate some tasks through the help of virtual assistants.  Through sites like Freelancer and UPwork, I have found great help for about 20 projects.  Things like research, organizing data, Etc.  At this point, I am looking for help on projects that may require some of my financial information.  Is there a way to securely do this that people with experience can recommend? 

I have heard some recommendations for separate accounts, credit cards, or debit cards just for this use.  Thanks all for any feedback!

Most Popular Reply

User Stats

146
Posts
126
Votes
Kase Knochenhauer
  • Rental Property Investor
  • Grand Haven, MI
126
Votes |
146
Posts
Kase Knochenhauer
  • Rental Property Investor
  • Grand Haven, MI
Replied

@Jonathan Farber - morning!

For project based VA work (short term) - I wouldn't recommend giving your permanent credit card. If it would simplify your job, then create a sub-user for your business credit card and give them that cc number. That way, if you need to cancel you can & you can set spending restrictions on it if you choose.

For long-term VA service - I give my cc info to them all day long. They run my entire business, but I've also worked with them for years and would trust them with my children. 

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