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.
Building trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See MoreJust keep doing what you’re doing
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