The Ambitious Bookkeeper Podcast

45 ⎸ When Will I Be Ready for Advisory?


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You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer.

We cover:

  • what is advisory?
  • why would you want to offer it?
  • how will you know you’re ready?
  • what do you need in place first?
  • where to go to learn?

Join the Elevate: Summer Sprint to start elevating your skills and client experience >

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

  • Podcast Editing: Ian Gilliam: iangilliam.com
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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