How to Provide Advisory Services as a Bookkeeper
How to level-up your bookkeeping services to include "advisory services." This is basically analyzing a client's books and giving bookkeeper/financial advice to help. You need to talk with your bookkeeping clients about what their business goals are, and what financial metrics are important to them. Things to look at are spending, financial history, key performance indicators, looking for blocks and competition. Giving this kind of advice to clients helps you earn more money as a bookkeeper.
RESOURCES MENTIONED IN VIDEO:
Bookkeeper Launch: Advisory services class (scroll to bottom under "Transform" section)
