Beyond the Books: Turn Your Clients Into Advisory Clients
Every bookkeeper and accountant (and the firms they work for) is being told to "add advisory." Almost no one shows you how — you just get sold another $10,000 program or certification. This free 30-minute session skips all that and gives you the practical, do-it-this-month path to offering a monthly advisory service your clients will happily pay for.
You'll walk away knowing exactly what to put in front of clients, what to charge, and how to offer it to the clients you already have — no CFO degree, no new software to master.
What you'll learn:
The 10 numbers clients actually want explained (a P&L isn't one of them)
A simple pricing ladder — what to charge for monthly advisory, from $300 to $3,000+/mo
How to pitch advisory to an existing client without feeling salesy
How to deliver a clean, branded monthly scorecard in minutes instead of hours