Client Resources

This page houses key resources on delegation, communication, and essential applications, curated to boost your productivity and assist you in climbing higher. We are excited for your journey ahead!

We know that this virtual thing may be new for you and you may have questions from time to time. The BELAY team is available to help! Whether professional advice, support, or best practices used by other clients, our team is here to support you. Please don’t hesitate to contact us for any need big or small. If you forget everything else, remember this: our vision is to help you achieve your vision!

Resources & Tools

Book

Rise Up
& Lead Well

How Leveraging An Assistant Will Change Your Life & Maximize Your Time

A new ebook to eliminate the uncertainty and get a clear plan for how to effectively use an assistant. This isn’t fluff, theory, or pure inspiration. It’s battle-tested tactics directly from our CEO.

Podcast

Are you ready to get more done and see more results? One Next Step is the most practical business podcast in the world. We aim to provide takeaways and actionable insights for you every single week so you can affect change in your business as soon as possible.

Course

Juggle
Less

How To Maximize Your Inbox

Learn how to manage your email efficiently and effectively with some of our most tried-and-true tips, tricks, features, and tools to help you regain control of your inbox.

Course

Ultimate Virtual Assistant
Master Class

Learn all things essential to becoming a rock star virtual assistant. We’re talking nuts-and-bolts, nitty-gritty, everything-you-need-to-know kind of information to equip you to become a virtual assistant with the confidence to pursue your dreams.

Course

Managing Remote Teams

Be the best at managing people who work remotely. Productivity does not have to wane. Culture does not have to suffer. Employee engagement does not have to dwindle. In fact, they can all thrive while working remote– and you can have fun, too! Successful remote leadership is possible. And this course shows you how.

Resource

The Ultimate Guide to Working with a Virtual Bookkeeper

There are so many questions our clients have when they first start working with a Virtual Bookkeeper. We compiled the most often asked questions and concerns and addressed them here for you to gain a better understanding of what a Virtual Bookkeeper does (and doesn’t do).

Resource

The Ultimate Guide to Working with a Virtual Assistant

Life has a sneaky way of getting in the way of our best intentions. We know what we’re supposed to do – but often, we just can’t quite figure out how to do it. But as with any struggle or obstacle in life, the first step is admitting you have a problem: You may not have everything under control.

Resource

Your Personal Guide to a Productive Work Week

What does it mean to be productive?

Let this be the year you finally make the most of those precious 24 hours – both personally and professionally.

Resource

Case Studies

Listen. We think we’re pretty great, and that how we serve our clients is extraordinary. But you don’t have to take our word for it — take it from our clients!

Fresh from the BELAY Blog

Uncategorized

Utilizing “Small Big Days” for Building Relationships

Logan Wolf is the lead pastor of CrossPoint Church, a multisite ministry with campuses in Provo and Taylorsville, Utah. We are so thrilled to have Logan Wolf as a guest blogger today sharing how his church utilizes "small big days" to build relationships. Logan is the lead pastor of CrossPoint Church, a multisite ministry with campuses in Provo and Taylorsville, Utah.…
One Next Step Podcast

014: Work Life Balance vs. Work-Life Integration: How to Successfully Win at Work and Home

Joining us to talk about how to win at work and home is Megan Hyatt Miller, COO of Michael Hyatt & Company, a leadership development organization. She’s also the co-host of the popular business podcast, Lead to Win. An amazing leader, wife and mother, Megan will be sharing with us how to succeed in our personal and professional lives simultaneously.
How To

Calendar Management Tips for 2020

Do you want to be more productive at work, but are constantly stuck in meetings? Learn tips to prioritize and guard your time through effective calendar management!
Company News
Big NEWS for 2020
Church Leadership
5 Benefits Of Hiring A Virtual Assistant For Your Church
One Next Step Podcast
009: How Emotional Intelligence & Soft Skills Produce Hard Sales Results
Quotes
The Gift of Great Team Members: How the BELAY Team Exceeded Our Expectations in 2020
Day In The Life
Day in the Bookkeeper’s Life: Martha Rhoades
004
How to Remotely Manage Your Team

Communication

Mind Reading 101

How to avoid communication breakdowns with your contractor.

Email Management

Tips to manage your email with the help of an assistant.

Travel Preferences

Use this worksheet to streamline preferences for traveling.

Contractor Travel

Is your contractor traveling? Here is everything you need to know before they leave.

Assistants

Assistant Training Plan

A spreadsheet designed to help you get started on the right foot your new virtual team member.

Virtual Assistant Services

Dedicated, proven professionals who bring their experience and expertise to your organization.

Bookkeepers

Bookkeeper Training Plan

A spreadsheet designed to help you get started on the right foot your new virtual team member.

Virtual Bookkeeping Services

Clear, simple, and updated financial information, so you make better decisions.

Bookkeeper vs. CPA

Ah, finances and its … bookkeepers? Accountants? CPAs? They all sound relatively the same and all share an industry that involves money and numbers, so they’re all the same, right? Wrong.

Payroll

IRS

Social Security and Other Information for Members of the Clergy and Religious Workers

Guidestone Retirement

Who is a "Minister for Tax Purposes"?

IRS

Common-Law Employee

IRS

Independent Contractor Defined

Quickbooks

What’s the difference between a 1099 and a W-2?

Social Media Strategists

SMS Onboarding Guide

A spreadsheet designed to help you get started on the right foot your new virtual team member.

Social Media Strategist Services

A social media strategist can help manage all of your unique social media needs and build a strong online presence to get you back to what you love most.

Frequently Asked Questions

How long does it take to onboard my Contractor?

Well, that depends on you. It takes time to onboard your new team member. Your commitment to training them and giving them what they need will greatly impact how quickly they’re up and running. For most of our clients, it takes about 90 days.

Do I get to interview the Contractor first? Do I get to choose?

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 customized system to match you to someone equipped to handle everything you need accomplished.

Do I get to roll hours over from month to month?

Your contractor’s hours can “ebb and flow” throughout the month. We just shoot to come in at the contracted amount at the end of the month. If they go over, we simply bill the extra hours, but they do not roll over to the next month. We track and report on those during on-boarding to make sure you are at a good amount of hours for the work needed.

Should I give my Virtual Assistant or Bookkeeper an email address in our company?

Yes, you should set them up with a company email address. Having everyone on your team have the same email domain shows inclusion and builds trust. It’ll show they are acting on your behalf, too, if you have a Virtual Assistant who will be setting meetings for you.

What can I do to help my new Contractor?

Communicate. Communicate. Communicate. The more you set clear expectations and give feedback, the more your contractor can learn and understand the way you work. If you commit to sharing what you have going on, they will be able to find additional ways to better assist you.

Can my Virtual Assistant do bookkeeping duties?

Your Virtual Assistant is not a bookkeeper, however, he or she might be able to perform light expense and invoicing duties for you. We are happy to talk through our Virtual Bookkeeping service line with you to discover if this will be of benefit to you and your organization.

How should I introduce my Contractor to my team?

We’ve had clients introduce their new team members in many different ways. Consider having your contractor write up a short bio and send a photo for you to email out to your existing team. You can share how the contractor will be supporting you and the team, and include his/her bio and photo. It’s really important to include your contractor to your team calls/meetings, even if it is a live meeting and they join by Zoom.

What does onboarding look like?

Onboarding your new team member will take a commitment from you to invest time into their training. This includes training sessions with you and your contractor, transferring information you have about the projects or tasks they’ll be handling, and helping to connect the big picture to the day-to-day work.

You should over communicate – the more information you give, the faster your contractor can understand what is expected of them. Delegate and trust quickly – share log-ins and passwords. If you’re using a Virtual Assistant, give them access to your email and calendar right away.

Commit to make your Client Success Consultant check-ins and Calibration Calls a priority to assess progress, identify areas to tweak, celebrate wins, and talk through what’s next.

How long does it take to identify my Contractor?

On average, a Contractor placement takes two weeks after the Discovery Call.

How can I set up the Contractor for success?

Train your Contractor, trust quickly, let go and delegate, share real-time feedback, celebrate and recognize when something is done well, make weekly 1:1s a priority, and treat your Contractor as part of the team.

Do you do background checks on your Contractors?

We have a very thorough vetting process to ensure a great fit for BELAY and for you as our client. If you want the peace of mind from a background check, you have the option of running your own upon kick-off. Because of the scope of what our Virtual Bookkeepers do, they have a background check on file.

Do you have your Contractors take personality assessments? Can I send my Contractor a personality assessment?

We do not do personality assessments, but we are confident in our matching magic to place a Contractor that complements your personality and communication style. If you want that extra layer to better understand how you both can collaborate and communicate, you are welcome to have your Contractor take one post kick-off.

Does my Contractor come with all of the experience I need?

While our Contractors come to BELAY very qualified and have extensive professional backgrounds, it takes time and intentionality on the client’s end to thoroughly onboard to ensure the engagement is set up for success. Example: While your Contractor may have had Salesforce experience in a previous role, they will still need training from you on how to utilize Salesforce in your company.

What security measures are in place to protect me?

BELAY understands how important it is to protect you and your sensitive financial information. For our Virtual Bookkeepers, we have processes in place to properly vet each bookkeeper including conducting background checks and talking with their references to be sure we are placing a trustworthy bookkeeper with your organization. We have internal checks for compliance ensuring everything remains above board. If you have any additional questions about this, please ask! We can connect you with the people who have all the answers.

Can a VA do personal tasks as well as business?

This is a common request and, yes, many Contractors assist with personal tasks as well as business. Be sure to mention what type of tasks you have in mind to your Client Success Consultant so we are sure to match you with a Contractor who has experience in those areas.