BELAY

?? Calling all former Bench Accounting Clients ?? Your finances are too important to trust with anyone other than experts. Switch to BELAY, and we'll match you with your own dedicated BELAY Accounting Professional immediately. No more uncertainty. Our personalized, U.S.-based experts are here to help. Get started now: https://hubs.li/Q030SPSC0

Want to build a business that works for you — even when YOU aren’t working? BELAY CEO Tricia Sciortino is teaming up with RealWealth Co-Founder Rich Fettke for a powerful webinar on: ? Overcoming delegation roadblocks ? Building systems that set you free ? Reclaiming time while scaling your business faster ?? April 3 @ Noon PT | 3 PM ET ?? Register now! ?? https://lnkd.in/edbwVZg5

?? The AI Tool Tip-Off Sweet 16 is here! ?? We started with a full bracket of AI productivity tools, and now we’re down to the top 16 contenders! But only 8 will move on. ?? Vote in our Instagram stories now to decide who advances! Did your favorite tool make the cut? Or did a powerhouse get knocked out too soon? Tell us in the comments—agree or disagree with the matchups? ??

?? Help us welcome Jessica Smith to the BELAY family! ?? Jessica joins us as a Client Success Consultant, bringing over 10 years of experience in sales and customer service to the team. A Georgia native and proud University of Georgia alumna, Jessica was drawn to BELAY because of our commitment to faith, people, and community impact—values that align with her own. Fun facts about Jessica: ?? She’s a fantasy novel enthusiast ? She runs on endless coffee ?? She’s a huge Swiftie (Yes, she will absolutely be referencing Taylor Swift lyrics) ???????? Most importantly, she loves spending time with her husband, Jason, and their two amazing kids We’re so excited to have you on board, Jessica! Welcome to BELAY! ????

Marketing isn’t as much about WHAT you do as it is about WHO you are doing it for. On this episode of The Retirement Tax Services Podcast, BELAY’s Director of Marketing Ryan Fitzgerald joins Steven Jarvis to break down the power of intentional marketing. ?? “The most important place to start from a marketing standpoint, no matter what your product is, really is who do you serve best? Who do you love serving best?” Ryan shares how marketing influenced his own choice of a financial advisor — and why clearly defining your audience is the key to your success. ?? Don’t miss this insightful conversation! https://lnkd.in/eC27YTyZ

?? Join us in welcoming Ansley Hudgins to the BELAY team! ?? Ansley is stepping into the role of Marketing Automation Specialist, bringing her unique blend of ministry and marketing experience to the team. She's a proud University of Georgia alum, and she’s excited to be part of a company with a culture that fosters growth — both personally and professionally. Fun fact about Ansley: ?? In eighth grade, she had a YouTube video go viral! (But sadly, it's now private… we know, we wish we could see it, too!) We’re so excited to have you, Ansley! Welcome to BELAY!

Virtual Assistants, Personal Assistants, Executive Assistants — Oh, my! ?????? The right kind of support can make all the difference, but figuring out which support is RIGHT can be pretty overwhelming. ?Here’s a quick guide: ?? Assistant – Handles business admin & operations remotely ?? Personal Assistant – Manages your life & tasks ?? Executive Assistant – A high-level partner for executives Learn more with this week’s blog:?https://lnkd.in/ej7zrPVs

?? Welcome to the BELAY family, Kristina Ejike! ?? We’re thrilled to introduce Kristina Ejike as one of our new Client Success Consultants! With an MBA and a wealth of experience in leadership, education, and program development, Kristina has dedicated her career to creating impactful initiatives that drive growth and efficiency. From managing teams to developing training programs and partnerships, she’s passionate about helping organizations thrive. Fun facts about Kristina: ???? She spent over two decades in South Korea ??? She loves to cook and create fusion recipes blending Asian flavors with American traditions Join us in giving Kristina a warm welcome!

?? Think delegation only means handing tasks to people? Think again. At BELAY, we know that the smartest leaders don’t just delegate to humans—they delegate to AI, too. ??? Senior EA Cameron Dusky has mastered AI-powered delegation to free up 10+ hours weekly for high-impact work for BELAY’s CEO. Her secret? She knows the value of BELAY’s Delegation Matrix: ? What to do ? What to delegate ? What to automate ? What to eliminate With AI handling the admin, Cameron can focus on what really moves the needle. Ready for an EA who knows the power of automation? We’ve got you covered. https://lnkd.in/epb5GZj6

?? Welcome to the BELAY Team, Meghan Congro! ?? We’re thrilled to welcome Meghan Congro as our newest Client Success Consultant! A proud Florida State University grad, Meghan brings a strong background in office management and bookkeeping, and we couldn’t be more excited to have her on board. What drew Meghan to BELAY? The incredible culture and commitment to investing in employees—and we’re so glad she’s part of the team! A few fun facts about Meghan: ??♀? Loves to run ?? Avid reader ?? Passionate about party planning ?? Enjoys spending time with her husband and two daughters Join us in giving Meghan a warm welcome! We can’t wait to see all the great things she’ll accomplish as she helps our clients thrive! ??