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Of course! You’ll be assigned a Client Success Consultant who will walk through onboarding with you and who is there as a coach and resource for your entire time here at BELAY.
BELAY understands how important it is to protect you and your sensitive financial information. In addition to our secure third-party payment system with Bill.com and our read-only access to bank accounts, we also have processes in place to properly vet each Financial Specialist, including conducting background checks and talking with their references to be sure we are placing a trustworthy contractor with your organization. We have internal checks for compliance ensuring everything remains above board. Additionally, all our contractors sign a Confidentiality Agreement to protect you and your business. We highly recommend strong passwords and using a password manager to keep your accounts secure.
On average, our clients are matched within one week.
Your Client Success Consultant will meet with your Placement Team to discuss, vet and select 2-3 top candidates from our bench of nearly 2,000 U.S.-based talent, and then interview and select the best match for you.
We get it. Handing over the decision on who will work with you is a tough one. But what we also know after helping people just like you is that you don’t have time to devote to screening and setting up interviews. We have a proven system to match you to someone equipped to handle everything you need to accomplish.
No, you will have one dedicated Financial Specialist that we match you with based on your needs, industry, personality and working style.
A Financial Specialist is more focused on tracking the day-to-day transactions that include paying bills, monitoring your cash flow, reconciling accounts, and preparing reports. An accountant can provide tax advice, certified audits, and a more high-level analysis of your organization's overall financial health.
Yes, your BELAY Financial Specialist plays a key role in your dedicated tax team. Tax services are an add-on to your existing BELAY Accounting Services for businesses and nonprofits.
BELAY will partner alongside TaxFyle to ensure all documents are collected for their tax pro to complete the return. Once the return is complete, BELAY will file on your behalf.
Yes, we can! If we complete your business taxes, we’re happy to take care of your personal as well.
Yes! Speak with your BELAY tax team if you will need to file an extension.
Absolutely – in fact, we encourage it! Our clients and Virtual Assistants that leverage AI maximize productivity and increase efficiency to help them accomplish more and juggle less.
Just schedule a call with a BELAY Solutions Consultant today!