Rescue My Bookkeeping Business Podcast

Beyond the Books: Why Now is the Time to Add Advisory Services

Date: August 27, 2025

Summary: In this episode, I talk about the importance of adding advisory services to bookkeeping practices. I explain why advisory is essential for standing out in a competitive market and share practical steps bookkeepers can take to start offering these services. I also clear up common misconceptions about advisory, such as thinking you need to be a CPA or believing clients won't be willing to pay for it. I encourage bookkeepers to start with small steps and show how advisory services can truly transform their business and client relationships.

✨ You’ll walk away knowing:

• Advisory services are essential for modern bookkeeping.

• Clients need guidance on using their financials effectively.

• The best time to offer advisory is during Q4 planning.

• You don't need to be a CPA to provide advisory services.

• Clients are willing to pay for valuable insights.

• Start by asking better questions to clients.

• Track key metrics to demonstrate value.

• Advisory can be layered in gradually, not all at once.

• • You learn advisory through practice and engagement.
  • Transform your role from bookkeeper to trusted advisor.

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  Links & Resources:

  Join BBC – The Bookkeeper’s Bestie Club Your go-to hub for coaching, community, and growing a business that fits your life. ⁠https://www.rescuemybookkeepingbusiness.com/the-bookkeeper-bestie-club⁠

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SEO Keywords: advisory services, bookkeeping, client relationships, financial guidance, business growth, metrics, trust, CPA, coaching, business transformation

Disclaimer: This episode is for educational purposes only. Always consult your tax advisor or business coach for personalized advice.