In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the harsh truths about how trying to save a buck can cost you much more in the long run. From cleaning up your financial books to letting go of that 'jack of all trades' mentality, she'll challenge your financial assumptions, making you rethink how you manage your money and business. <a href="https://bit.ly/3PomvO2" target="_blank" rel= "noopener">https://bit.ly/3PomvO2</a>

In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the harsh truths about how trying to save a buck can cost you much more in the long run. From cleaning up your financial books to letting go of that 'jack of all trades' mentality, she'll challenge your financial assumptions, making you rethink how you manage your money and business. https://bit.ly/3PomvO2

In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the harsh truths about how trying to save a buck can cost you much more in the long run. From cleaning up your financial books to letting go of that 'jack of all trades' mentality, she'll challenge your financial assumptions, making you rethink how you manage your money and business. <a href="https://bit.ly/3PomvO2" rel="noopener noreferrer">https://bit.ly/3PomvO2</a>

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

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