BELAY x The Perfect RIA

Delegate or DIY:

How Much Time Do You Really Save?

While you might be the person in charge of all of the things, the title of “leader” doesn’t mean you should be handling all of the things. Chances are, there are tasks or responsibilities on your plate right now that you could delegate and gain back countless hours of valuable time every week.

This quiz is designed to help you process the responsibilities you could (possibly) juggle right now to determine if you really need to be doing them yourself, or if you could delegate them to a Virtual Assistant, Accounting Professional, and/or Social Media Manager.

Before answering, determine if these are tasks you (absolutely have to) DIY or (you could definitely) delegate?

Pro Tip: Be honest about what you really think you’d be willing to delegate (or DIY) every week for the most accurate results to see just how many hours you could save yourself every week.

What We Offer

A BELAY Virtual Assistant is the expert in:

Research & Reporting
Inbox & Schedule Management
Book Travel & Expense Reporting
Project Coordination
Social Media Assistance
Light Bookkeeping

Stop trying to do it all. Accomplish More by Hiring a BELAY Virtual Assistant.

A BELAY Accounting Specialist can provide:

Bookkeeping
Accounting Clerks
Full-Service Payroll
E-Commerce Support
Tax Services
CFO & Controller Services

Your Books. Done Right. Accounting Services from BELAY.

A BELAY Marketing Assistant can help:

Develop Calendar & Schedule Posts
Create Content
Develop Strategy
Drive Engagement
Email Marketing
Provide Reporting

Twitter and LinkedIn and Facebook. Oh, My! Let a BELAY Marketing Assistant Help.

Previous Downloads

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How it Works

Step 1

Sales Call

Meet with your Solutions Consultant to identify your exact needs and pain points to determine if we’re a good fit. If so, we’ll send you an agreement to sign and you’ll be assigned a Client Success Consultant.

Step 2

Discovery Call

Meet with your Client Success Consultant to deep dive into your tasks, tools, culture and personality requirements to ensure we match you with the right talent.

Step 3

Placement Process

Your Client Success Consultant will meet with the Placement Team to discuss, vet and select 2-3 top candidates from our bench of nearly 2,000 U.S.-based talent to then interview and select the best match for you. The best part? On average, our clients are matched within one week.

Step 4

Kickoff Call

You, your Client Success Consultant and your talent will have a kickoff call – the official start to your partnership – to meet your talent, set initial goals, discuss communication plans, and set yourselves up for success.

Step 5

Onboarding

Your Client Success Consultant stays close in the first few weeks to provide high-touch relational service to guide you through our proven onboarding process.