BELAY Has The Help You Need.
You work hard to serve your clients with dedication and excellence, but there are never enough hours in the day. Whether it’s an overwhelming inbox, a phone that won’t stop ringing, or a to-do list a mile long (or all three!), you’re pulled in a lot of different directions.
You're an expert in your field, but hiring is intimidating. Spend less time filing paperwork and tracking down unresponsive clients and more time doing what you do best. Plus, security and compliance are top priorities at BELAY, so we’ll work with you to ensure you have the peace of mind you need to serve your clients well.
Let BELAY simplify your hiring process so you can focus on what matters most – your clients!
How BELAY Can Help Your Financial Business
Virtual Assistants
What keeps you up at night? Maybe it’s juggling client meetings or competing deadlines. Maybe it’s stress dreams about the latest S&P numbers.
While we admittedly can’t help with all of the things keeping you tossing and turning, our Virtual Assistants can take over many of the tasks you keep putting off.
Get valuable time back to invest in your clients—or just make it home in time for dinner—with help from BELAY.
Stop trying to do it all. Accomplish More by Hiring a BELAY Virtual Assistant.
OUR VIRTUAL ASSISTANTS ARE EXPERTS IN SUPPORTING FINANCIAL SERVICES:
Accounting Services
Imagine clear, simple, and updated financial information, accounts payable and accounts receivable, and accurate monthly and annual reports.
Imagine your financial business having an expert who can take some of the load off of your team. Imagine having more time to do the work you were made for.
BELAY Accounting Services can turn that daydream into reality.
Your Books. Done Right. Accounting Services from BELAY.
A BELAY ACCOUNTING PROFESSIONAL CAN PROVIDE:
Marketing Assistants
Once upon a time, social media was easy enough to manage on your own. A post here, a follow there, and some icons in the footer of your website. Set it and forget it, right?
Not anymore.
But you should be spending your time meeting with clients, not staring at a blinking cursor, wondering what your company should post.
A BELAY Marketing Assistant can help manage all of your unique social media needs and build a strong online presence, getting you back to what you love most: serving your clients.
Twitter and LinkedIn and Facebook. Oh, My! Let a BELAY Marketing Assistant Help.
A BELAY MARKETING ASSISTANT CAN HELP:
Your Path to Productivity Has Never Been Easier
10,000+
Happy Clients Served
1 week
Average Time For Placement
93%
First Match Success Rate
3,000+
Contractors at the Ready
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[My BELAY Virtual Assistant] elevates me to the next level of being able to scale and to be more efficient and more effective.
[W]e worked with our compliance officer and technology expert here. [Our BELAY Virtual Assistant] has a lot of information – but she doesn’t have access to all of it; she has access to what she needs. That’s been key for us.
[She’s] given … us a little bit of margin that also enabled us to focus on what we do best. I’ve really liked that.
What I really like about BELAY is [that] I’ve hired a company who’s hired the right person. So I can think and plan for my business over the next five, 10, 15, 20 years, [and] I don’t have to worry.
Julie Bray
GW Financial, Inc.
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BELAY was the only organization that made it really clear that you’ll do what’s necessary to clear [our security] hurdles; you didn’t balk at all.
That experience went so well – such a great demonstration of capability, support, enthusiasm, and personality that we decided to give BELAY an opportunity to help us with another Virtual Assistant that could help us in an area of financial organization where you have to collect a lot of the documents for our clients and organize them in a very certain way and do certain systems in a very organized fashion.
[And] we’ve increased the times on both VAs – and I don’t rule that out as continuing to happen. I think that that’s a real testament to the quality of folks BELAY is choosing – their personality, their capability set.
Not only were you, as an organization, willing to support us, all of the people that you bring in are enthusiastic – a big differentiator right out of the gate.
Eric McDermott
Pacific Advisors
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I needed a lot of support in terms of my own admin, but then also my actual life, too.
[She] basically planned our baby’s first birthday party. She ordered the tent for our backyard, I told her the food I wanted to order, and she ordered the cake and decorations. It just all came to my house.
Before we sang ‘Happy Birthday’ to the baby, I was like, “We’re going to call [my BELAY Virtual Assistant] and everyone is going to say, ’Thank you!’”
[She’s] always been very warm and friendly, and I felt that I could trust her. Our relationship has never been transactional.
Having [her] has empowered me to focus on what I actually really want to do. And to me, that is an accomplishment. This is the first time, as an entrepreneur, I’ve been able to focus on the work that I want to do rather than focus on building my own business.
Vonetta Young
Vonetta Young Advisors
Introducing
Delegate to Elevate
Accomplish More By Juggling Less
When it comes to experiencing growth in your business, you have to think differently about how you run it. You canʼt keep doing everything on your own; you have to delegate. This ebook tells you how.
Download