With my Series-6 Limited Securities and Health and Life Insurance licenses, and prior experience in corporate finance and personal wealth management for several Fortune 500 companies, including Arthur Andersen and Weber Shandwick, I’m uniquely equipped to drive strategic initiative success by focusing on the company goals holistically.
I am fanatical about people and numbers, the utilization of agile methodologies, bottom-line profitability, and creating opportunities for professional and personal growth. I also love networking with people and being a mentor. Being a co-host on the most practical business podcast in the world – One Next Step – allows me to share my insights, interview exciting guests, and use this new platform to continue to mentor in a whole new way.
I’m also a lifelong learner as an avid reader, history buff, and architecture geek.
One Next Step Podcast
129: Geoff Welch | Elevate Your Impact: Unlocking Potential with a Virtual Assistant
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.
128: Collaborative Intelligence: Unleashing the Power of AI-Assisted Productivity
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.
127: Maxwell Leadership Exclusive: Using Time or Abusing Time
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.
Recent Press Releases
BELAY Acquires Fortiviti to Further Expand Fractional Accounting Services
August 20, 2024
BELAY Makes Inc. 5000 List for 10th Year in a Row
August 13, 2024
BELAY Acquires Scale Finance to Expand Fractional Financial Services
January 30, 2024
BELAY Makes Inc. 5000 Annual List of Fastest-Growing Private Companies for 9th Consecutive Year
August 15, 2023
BELAY Makes Inc. 5000 Annual List of Fastest-Growing Private Companies for 8th Consecutive Year
August 16, 2022
BELAY Expands Its Bookkeeping Services to Better Meet Clients' Needs
July 12, 2022
BELAY Makes Inc. Magazine’s Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000—For the 7th Consecutive Year
August 17, 2021
BELAY Continues to Find Opportunities to Serve Remote Workforce With Launch of New Management Course
June 1, 2021
BELAY Wins Category Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces 2021
May 12, 2021
BELAY Continues to Earn Awards & Recognition for Growth Year Over Year
April 20, 2021
BELAY Lives Up to ‘Fast-Growing Company’ Recognition With Meteoric Growth in Q1
March 16, 2021
Recent LinkedIn
How A Bookkeeper Can Help You Prepare For Tax Season
March 25, 2022
3 Tools to Unlock Your Leadership Potential
March 14, 2021
How to Build a Mentoring Program
February 12, 2021
How to Find The Right Mentor: 3 Steps to Landing a Fruitful Relationship
February 4, 2021
2021: Six Tips on Planning for the Unknown
December 3, 2020
Best Practices for Working Remotely (From the Experts!)
November 27, 2020
7 Remote Interview Tips That Will Land You The Job
November 12, 2020
Don’t give up! 5 Encouraging Tips to Stay Focused During Your Job Search
November 5, 2020
3 Tips to Writing Your Resume for Remote Work
September 18, 2020
Recent Press
BELAY Makes Inc. Magazine’s Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000—For the 7th Consecutive Year
August 17, 2021
Multiply Your Success with Tom DuFore
March 23, 2021
Going Beyond Growth Mindset with Self-Efficacy
November 4, 2020
Small Business Launches New Services to Support Clients During Pandemic
October 16, 2020
Don’t Fear, Plan. Top 2021 Trends For Business Leaders
October 14, 2020
HR from afar: With workforces still remote, leaders adapt
October 2, 2020
Recent Appearances
Can Your Job Survive an Ad Tax?
July 3, 2024
Delegation & Bookkeeping Breakthroughs
September 27, 2023
Expert Advice: How to Master Remote Work as an Employee or Business Owner
September 24, 2022
BELAY Recognized for Helping Businesses Scale Up with Remote Virtual Assistant and Bookkeeping Teams
July 19, 2022
