How to offer advisory services to your clients

Would you like to know more about offering advisory services to your clients?

In this episode of The Bookkeepers’ Podcast, we’re joined by Vangelis Kyriazis from Syft Analytics to discuss how bookkeepers can offer advisory services, specifically during the recession.

You’ll learn:

  • What we mean by advisory services
  • Whether every client needs advisory services
  • How to tailor advisory services to the needs of a business during the recession
  • How to sell advisory services
  • Specific information to include on a one-page summary
  • Why advisory services means more than calculating a few ratios

Time stamps
0:00 Introduction
1:46 Vangelis’s background in building his practice and the need for a customised analytical tool for advisory reporting
4:20 Does every client need advisory services?
9:50 How to get started with advisory services
12:50 How to have conversations with your clients about advisory services
16:55 Which information is most valuable for bookkeeping clients during a recession
22:00 How to sit at the table with your client business owner to business owner
23:48 How to introduce advisory services to your clients
25:11 The value of a tangible report for your clients
28:55 About Syft Analytics
30:30 How machine learning will change bookkeeping and advisory

There were some great gems of information in this episode and we hope you find it useful as you consider how to support your clients during this time.


Are you 6 Figure Ready? Take our Quiz


Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube.


Community: The 6 Figure Bookkeepers’ Club on Facebook



Order your copy of our bestselling book

The Bookkeeper Rises



Find out more about

The Bookkeepers’ 6-Month Success Programme.

or join our Bookkeepers’ Startup Programme


About our sponsor

Get a 30-day free trial and two months’ half price of Go Proposal by going to


About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We’re raising the profile of the bookkeeping profession and bookkeepers worldwide.

Whether you’re a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

Join our FREE Facebook community, The 6 Figure Bookkeepers’ Club, to experience this revolution for yourself.



Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers’ Club on Facebook at

Share this article

Related Posts

Find a Bookkeeper UK Directory

Find a Bookkeeper UK

Find a Bookkeeper UK, the matchmaking service for bookkeepers and small businesses.

Do bookkeepers need PR?

Do bookkeepers need PR?

Public Relations (PR) is often perceived as a tool leveraged only by large businesses. In this episode of The Bookkeepers’ Podcast, we challenged this idea

Startup Bonuses

Get £331+VAT of bonuses when you join The Bookkeepers’ Startup Programme before 31 July 2024 at 10pm.

Where to hear Jo and Zoe

Podcast Appearances

We’re regularly asked to appear as guests on other podcasts to discuss topics that range from bookkeeping and accounting to small business, and building business partnerships.