Jo and I always think that for bookkeepers, having a little black book is the starting point to advisory.

In this episode, we dive deep into the world of bookkeeperz advisory services and how they can elevate your business.

We chat with Sam from Nexus, who shares invaluable insights on building partnerships that can help you become a better business owner. Discover how to spot opportunities for your clients, from cost savings to funding options, and learn how to have those crucial conversations that can make a real difference.

Chapters:

00:00:00 - Why 'Compliance-Only' Bookkeepers Get STUCK

00:00:51 - About Nexus

00:02:04 - Services for Bookkeepers

00:04:08 - Experience with VAT Funding

00:05:28 - Advisory Services

00:09:07 - Understanding Client's Needs

00:10:30 - The Importance of Listening

00:12:16 - Proactive Approach

00:12:45 - Sam's Journey

00:15:18 - Sam's Career Shift

00:16:57 - Furlonteer Initiative

00:17:46 - Transition to Tech

00:18:35 - Entrepreneurial Spirit

00:20:32 - Studenteer Initiative

00:23:17 - Challenges of Starting a Business

00:24:49 - Sustainable Business Growth

00:27:22 - Building and Using a Network

00:31:06 - Helping Bookkeepers

00:31:32 - Motivation and Business Model

00:32:08 - Adapting to Change and New Opportunities

00:33:04 - Building Network through Connection

00:33:51 - Becoming the Go-To Person

00:34:55 - Reaching Out to Sam

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About us

We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective

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About our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://www.xero.com/uk/campaign/referral-influencer/?utm_medium=influencers&utm_source=partnerstack&utm_campaign=8e10854455f4&ps_partner_key=OGUxMDg1NDQ1NWY0&ps_xid=kNFl7kZNBfWqfg&gsxid=kNFl7kZNBfWqfg&gspk=OGUxMDg1NDQ1NWY0

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Promotion

This video contains paid promotion.

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Disclaimer

The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.