Differentiate Your Firm By Offering Advisory Services

There are three challenges facing accountants:

Challenge #1: To get paid more you have to take on more clients (and/or work more hours)

Challenge #2: You have a ton of competition

Challenge #3: A lot of accounting software are trying to automate your job away

Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should. To them, you and your competitors do the same thing (which is why you really can't raise your fees). What your business clients do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.

They want their accountant (you) to be their business advisor. In this episode, we'll show you how to be their business advisor. Join Mark, and special guest Adam Lean of The CFO Project to learn:

How to escape the Accountant's Trap.

What business owners really want from a CFO/Advisory service (it's not what you think).

How to determine if you're qualified to provide CFO/Advisory services.

How to get business owners to pay top dollar for your CFO/Advisory services

Bio: Adam Lean, The CFO Project

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have peace-of-mind. He currently runs The CFO Project - a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.

Resources mentioned:

The CFO Project: https://bit.ly/3QRDWIa

Adam Lean’s Linkedin: www.linkedin.com/in/adamlean/

Free Training: https://www.wickersham.co.uk/p/free-m...

Mark’s clone: https://www.delphi.ai/markwickersham/...

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