Is bookkeeping really that important? The short answer: Yes!
The long answer? Well, you’ll just have to listen to this special episode in which guest host Amy Appleton, BELAY’s Director of Marketing, sits down to talk with Jen Barden, BELAY’s Director of Finance.
They’ll share specifics on what business owners should tackle first when approaching new processes or utilizing people to help them with their finances. You’ll learn the importance of having a bookkeeper on your team who is knowledgeable, proactive, reliable, and capable of keeping you informed of your financial records.
When it comes to bookkeeping, you have to stay on top of communicating with the people who handle your financials. Touch base weekly and also make sure you are getting feedback on your financial reports every month.
You can’t just set it and forget it just because the bills are getting paid and you’re making a paycheck. You have someone helping you with the finances, but you also have to stay involved and know what’s going on. Use those reports to make decisions and assess the overall trajectory of your company.
Think back to the pandemic of 2020, when so many businesses were applying for PPP loans. With everything already prepared, that’s a painless process. But if you’re doing everything on your own or not really keeping up, then that process will become a nightmare. Having a dedicated bookkeeper allows you to do what you do best without worrying about what might happen when a financial emergency pops up.
BELAY client Geoff Welch and his BELAY Virtual Assistant Trúc Towns talk with Tricia about their experience of learning to work together and their top tips for getting started working with a Virtual Assistant. Geoff also explains how delegation has allowed him to play to his strengths in both his career and his personal life.
In today’s fast-paced and interconnected world, harnessing the power of technology and artificial intelligence has become essential for businesses and professionals aiming to thrive in their respective fields. Today, we have the privilege of hearing from a remarkable duo who have embraced the potential of AI to enhance their productivity and streamline their work processes.
Wes Gay is a StoryBrand Certified Guide, Agency Owner, and Private Workshop Facilitator. And since 2016, he’s helped hundreds of organizations find clarity with StoryBrand. Jodi Reiter is an accomplished Executive Assistant, bringing a wealth of experience from the marketing, advertising and photography industries as she supports Wes. They sat down with Ryan to share their experiences, strategies and success stories in utilizing AI to collaborate more efficiently and achieve remarkable outcomes. Listeners will learn about the most impactful AI tools on the market and how to weave them into your daily workflow.
Today on the podcast, we have a special episode courtesy of our friends at the Maxwell Leadership Podcast. BELAY CFO Lisa Zeeveld sat down with Mark Cole recently to co-host an episode of the Maxwell Leadership Podcast about how to get time back as a leader.
