Tag: trusted advisor

Full Circle Client Experience: TFB Spotlight on Steffanie Anderson

Key to the path of becoming a ‘trusted advisor’ type bookkeeper who provides consultative services and commands premium level fees is providing a truly valuable client experience. But how? A great first step is by putting yourself in your clients’ shoes. For some of us in the accounting profession, that is a major challenge. But not so […] ...

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Bookkeepers and Coaching: TFB Spotlight on Donna Leyens

We’ve all heard that we should be moving toward being seen as a ‘trusted advisor’ to our clients. But how can a bookkeeper make that kind of a change? That’s what I discussed with Donna Leyens of Provendus Group at a recent conference we both attended. Donna is a coach and passionate about the value […] ...

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Can Bookkeepers Change The World?

In a word, YES. But the more important question is, Will we? What we do as bookkeepers can literally be world changing, for ourselves, our clients, and even on the other side of the planet! I’m not being melodramatic. What we have the ability to do, whether we realize it or not, can have a […] ...

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Compliance to Advisory – Making the Switch

Actually becoming a ‘trusted advisor’ is easier said than done. For example, here’s a request that came in from a fellow bookkeeper recently… “I was wondering if you have ever considered doing a topic on how to provide the value data from the financial statements. I struggle with that and would like to be able to […] ...

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