How to Grow Your Bookkeeping Practice Through Business Advisory Services [Webinar Recording] скачать в хорошем качестве

How to Grow Your Bookkeeping Practice Through Business Advisory Services [Webinar Recording]

Do you want to start offering advisory services but don't know where to start? Then this webinar recording with my friends from the CFO Project is just for you! In this webinar, Adam Lean discusses: •What business owners truly want from an advisory service (it's not what you think). •How to determine if you're qualified to offer business advisory services. •Strategies to get business owners to pay top dollar for your advisory services. •Tips for attracting new clients and approaching existing ones. •How to price your advisory services effectively. •Efficient methods to provide business advisory services. Get ready to expand your business in new ways! Download the handout here: https://bit.ly/3uEfbYd Learn more about The CFO Project, a program that helps accountants and bookkeepers confidently offer CFO and advisory services through proven tools, training, and support: https://thecfoproject.com/5mb ---------------------------- Chapters: 0:00 Intro 3:44 About me 3:59 Resources 5:59 How to grow your bookkeeping practice through advisory services 6:39 Agenda 7:34 About the CFO Project 12:48 What clients really want from an advisory service 18:52 How to determine if you're qualified to provide business advisory services 34:50 How to get new clients to your practice and how to approach existing clients 40:49 Why clients need you and why you need them 46:24 How to provide a business advisory service in the most efficient way possible 56:52 Your takeaways 1:03:31 Q&A Subscribe: Never miss a new video! Subscribe here: https://bit.ly/5MB_YT_Sub Join my Free Community: Get support, tips, and connect with 25,000+ bookkeepers in my free FaceBook community: https://bit.ly/fbgroupvw Join My Mailing List: Stay in the loop with my monthly news, free resources, webinars, and special course discounts when you join my mailing list: https://veronicawasek.kit.com/content Free resource: Get all my essential templates, checklists, and tools in one place inside The Virtual Bookkeeper’s Toolbox: https://bit.ly/bktoolbox Recommended Resource: Turn awkward sales calls into signed clients with The Bookkeeper’s Sales Script Vault: https://bit.ly/5mb-vault Learn with 5MB Academy: Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\ **Save 10% on all courses using discount code TENOFF at checkout** Recommended Apps & Partners: **Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek **Simplify client proposals and payments with Anchor and get a $50 credit when you sign up: https://join.sayanchor.com/Gywsja Find all of my favorite tools and affiliate recommendations in one place: https://veronicawasek.com/recommended... Follow Me on Social Media: Facebook:   / veronicawasek   Instagram:   / veronicawasek   Disclaimer: The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation. Copyright: © 2025 Veronica Wasek – 5MB LLC. All rights reserved. **Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust. #VeronicaWasek, #5MinuteBookkeeping, #5MBAcademy, #VirtualBookkeeping, #BookkeepingBusiness, #BookkeeperGrowth, #BookkeepingSuccess, #BookkeeperTips, #SmallBusinessAccounting, #WorkFromHomeBookkeeper