The Advisor’s Time Trap: Escaping the DIY Bookkeeping Cycle
What You'll Learn In Today's Episode:
- Delegation can save time, money, and stress.
- Messy bookkeeping can raise red flags during audits.
- Outsourcing bookkeeping allows advisors to focus on growth.
- It’s about capacity and time, not just capability.
In this week’s Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your books might be messier than you think, and that could mean big trouble. However, delegation isn’t just to stay compliant but to also save time, money, and sanity.
Doing your own books is probably costing you way more than you think so the math is simple: if outsourcing bookkeeping gives you back precious time to focus on revenue-generating work, why are you still DIY-ing it?
