Despite knowing they needed help and that they wanted to hire a virtual bookkeeper, handing over the books proved more challenging than Sally anticipated.
“I held very tightly onto the reins,” Sally confesses. “And so I was a little hesitant at first that anyone could help me. I really needed help – I really, really needed it – but I was apprehensive about working with a bookkeeper [who] gets to know all of the insights of your financials.”
She was flooded with questions and concerns, understandably, after placing trust and being betrayed in the past.
She worried, “Will they know what I like doing? Will they understand my system? Can I trust that person?”
Thankfully, Sally’s husband was reassuring, convincing Sally that she simply couldn’t do it all – and even more thankfully, Sally was immediately impressed by their BELAY bookkeeper, Amanda.
“I started to talk to her, and I could see that she understood both where I was coming from and understood bookkeeping a lot better than I did, which is what I wanted,” Sally shares. “So I basically just sort of let it go.”
Soon, Amanda was making little suggestions.
“She was so sweet,” Sally recalls. “She would just say, ‘How about just doing this?’ And we’d be like, ‘Oh yeah. That’s a really good idea!’”
Sally has loved Amanda’s approach to taking over the books.
“I’ve got my own little weird systems,” Sally says. “And [Amanda] kept saying, ‘Just try this.’ And now – and I’m not saying this – I just don’t know what I would do without her.”