Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Podcast artwork

Categories:

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  

Visit the podcast's native language site