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.
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
Say hey on Instagram DM me @rescuemybookkeepingbusiness — I want to hear where you’re headed next.
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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.
