Have you ever had a bookkeeping client ask you a question that made you immediately think, "I don't know if that's something I can help with"?
Maybe they're struggling to pay themselves, they want to understand where their money is going, or they're asking for financial guidance that feels a little outside your usual bookkeeping services.
In this episode of Profits + Prosecco, I'm continuing my conversation with Serena from Ambitious Bookkeeper about what it really looks like to step into advisory services.
We're talking about the fears that keep bookkeepers from having these conversations, how to recognize opportunities to support your clients beyond their monthly reports, and why you don't have to know every answer before you're willing to explore a problem.
I'm also sharing real situations from my own bookkeeping business, including a client who needed help figuring out how to pay herself and another who needed more customized financial reporting.
Some of the topics we go over include:
Why confidence in advisory services comes from real client experience.
How to recognize when clients are asking for more financial support, even when they don't use the word "advisory."
What to do when a client asks a question you don't immediately know how to answer.
Using short client conversations to explore opportunities without overcommitting your time.
How customized reporting can help clients and their advisors make better use of financial information.
Why you get to decide how much advisory work belongs in your bookkeeping business.
Here's what I really want you to remember: You don't have to turn your bookkeeping business into something you never wanted just because your clients need more support.
But if you're avoiding conversations because you're afraid you won't have the answer, you might be missing opportunities to help your clients and grow your own confidence.
To hear the full conversation with Serena, listen to this episode of Profits + Prosecco on your favorite podcast platform.
CONNECT WITH KATIE
Website: Katie Ferro
Instagram: @orderlyaccountingbykatie
CONNECT WITH SERENA
Instagram: @ambitiousbookkeeper
EPISODE RESOURCES
🎧 The Advisor Activation Audio Series
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About Katie
Katie Ferro is a CPA who surpassed her corporate tax manager salary working only the hours she used to commute, while home with her 3 babies born within 4 years.
To have a successful bookkeeping business that actually supports your life, you need to master two things:
Your technical skills
Your knowledge of growing a business
My programs are always enrolling and ready when you are.
The program that teaches you the technical skill of bookkeeping, from the lens of owning a simple, scalable bookkeeping business. Learn, shadow, apply.
Life By the Books (aka "Libby")
The program that takes those technical skills and helps you turn them into a business. Covering how to plan your business, find and sign clients, serve them well, and grow a team to support you so you can actually live your life.
Interested in starting a simple, scalable bookkeeping business?
Learn more about what it takes in my free 6 Secrets series.
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