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.
Resources:
Are you 6 Figure Ready? Take our Quiz
6figurebookkeeper.scoreapp.com
----------------------------------
Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube.
https://www.youtube.com/c/6FigureBookkeeper
----------------------------------
Community: The 6 Figure Bookkeepers' Club on Facebook
6figurebookkeeper.club
-----------------------------------------
Book
Order your copy of our bestselling book
The Bookkeeper Rises
-----------------------------------------
Courses
Find out more about
The Bookkeepers' 6-Month Success Programme.
or join our Bookkeepers' Startup Programme
------------------------------------------