some links are affiliate links

Advisory doesn’t have to be complicated.

In this episode, I’m breaking down the simplest way to start offering advisory services inside your bookkeeping packages. I call it “advisory lite,” and it’s included in every service tier we offer, even the lowest one. If you’ve been wanting to dip your toe into advisory but don’t know where to start, this is your starting point. And if enough of us start doing this, we can change how people see bookkeepers altogether.

In this episode you’ll hear:

• Why even really good bookkeepers miss this one simple step that sets you apart
• The 5 key reports I deliver to every client every month
• How to templatize your monthly client email
• Why you need to be priced right before you add advisory

Resources mentioned in this episode:

• Free KPI Guide: https://www.ambitiousbookkeeper.com/kpi
• Elevate Program: https://www.ambitiousbookkeeper.com/elevate
• Xero**: https://xeroamericas.partnerlinks.io/79afz10exu7d

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®

Grab my FREE Start your Bookkeeping Biz Checklist

Grab my FREE New Client Onboarding Templates

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper**

For creators:

Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit my website: https://www.ambitiousbookkeeper.com
• Subscribe to my Newsletter https://www.ambitiousbookkeeper.com/blog
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript**
• Buzzsprout**

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.