In this month's episode of The Bookkeeping Project, Amy share's her advisory process; all the way from initial consult, health check and proposal. Covering in detail the advisory session topics, Amy explains the importance of exploration with the client through asking questions and listening.

The real message of this episode is "Technical skills aren't enough on their own, you need to blend you skills with empathy that comes from real-life experience and application.

Useful links:

Mentioned Episode #030 Repositioning Yourself As A Small Business Advisor With Kathy Gregory

https://thesavvybookkeeper.com.au/Podcast/podcast-small-business-advisor-kathy-gregory-liveplan-method/

Join The Bookkeeping Project

https://thesavvybookkeeper.com.au/community/