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It might be time to rethink your bookkeeping with Brook Cecil

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Manage episode 377248289 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this special episode Steven is joined by Brook Cecil, Directory of Accounting Services at Belay Solutions to tackle a topic most advisors probably need help on themselves (and potentially could benefit some of your clients. Brook and Steven discuss the value of good bookkeeping, how bookkeeping needs evolve overtime and provide a framework for the key functions your bookkeeper needs to cover for you (and if you are your own bookkeeper, is that really your highest and best use?). Brook also shares how you can use a delegation matrix to judge ROI on adding a bookkeeper to your team and was kind enough to share an example that is linked in the show notes.

https://bit.ly/3PeT4O1

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 377248289 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this special episode Steven is joined by Brook Cecil, Directory of Accounting Services at Belay Solutions to tackle a topic most advisors probably need help on themselves (and potentially could benefit some of your clients. Brook and Steven discuss the value of good bookkeeping, how bookkeeping needs evolve overtime and provide a framework for the key functions your bookkeeper needs to cover for you (and if you are your own bookkeeper, is that really your highest and best use?). Brook also shares how you can use a delegation matrix to judge ROI on adding a bookkeeper to your team and was kind enough to share an example that is linked in the show notes.

https://bit.ly/3PeT4O1

  continue reading

114 episodes

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