What You'll Learn In Today's Episode:

• Delegating bookkeeping allows advisors to focus on revenue-generating activities.
• Security concerns about delegating bookkeeping can be mitigated with proper protocols.
• Outsourcing bookkeeping can save time and reduce stress for financial advisors.
• Advisors often feel guilty about delegating tasks they can do themselves.
• The initial investment in training and onboarding is worth the long-term benefits.
• Delegation is not just about saving time but also about maximizing productivity.

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren’t just about avoiding audit headaches but are fundamental to running a thriving practice.

The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the “I can do it myself” mentality that keeps advisors chained to QuickBooks instead of meeting with clients. From the initial investment in training to the exponential returns of reclaimed time and reduced stress, Matt and Duff make a compelling case that professional bookkeeping isn’t just an expense—it’s a strategic growth decision. As they note, once advisors taste the freedom of delegation, they rarely turn back.

Resources In Today's Episode: