How Does Generating More Profit For Both Yourself And Your Client Sound?
Guiding your client to make the right business decisions is crucial; we will show you how to deliver the insights your client needs to develop a more sustainable business model; meeting both their personal and business goals.
Learn how to confidently and easily create, sell and deliver management reports that will wow and empower your clients, no matter their size, industry or business plans.
Empower clients to learn from previous business decisions so that they can continue to replicate things that are working well, but avoid anything that is damaging their profits.
Provide them with the insights and information they require to make future key business decisions.
Support your clients to achieve their business and personal aspirations by sharing your knowledge and strategic wisdom with them through the management reports.
Help your clients visualise what is happening in their business in a way that they can easily understand
Learn the difference between budgets, cash flows and forecasts. Become confident selling and delivering all types of forecasting services to your clients, giving them an insightful glimpse into the future.
Ensure your clients sleep soundly at night by giving them the added comfort of knowing they have sufficient money in the bank for their outgoings. Discover how you can help your client consider ‘what if….’ scenarios and the impact of the decisions that they are currently making.
Does your client dream of purchasing a new asset, taking on a new member of staff or being able to withdraw dividends to fund their personal goals? You’ll also be able to guide them through what actions they must take to achieve these ambitions, no matter how adventurous!
Become confident selling and delivering all types of forecasting services to your clients, giving them an insightful glimpse into the future.
No matter how qualified, experienced or knowledgeable you are, there is always the occasional time when you are faced with something new or that you haven’t dealt with in quite some time. It is also human nature to second guess ourselves.
All these scenarios often lead us to hours of wasted time researching answers, battling with our internal doubt and going round and round in circles due to conflicting information.
I therefore offer a range of 1-2-1 mentoring sessions and a group mentoring membership programme to provide you with a friendly comfort blanket that suits your needs and to help enhance your knowledge.
A range of 1-2-1 mentoring sessions and a group mentoring membership programme to help enhance your knowledge.
Let us do it
If you prefer, you can also outsource the provision of your additional services such as management reports, forecasting/budgeting, year-end accounts and tax returns to us.
You will still maintain the full client relationship however if time, knowledge or desire is stopping you from providing your clients with these valuable services then please reach out to learn more about our ‘done for you’ service.
Outsource your services with our "Done for you" service to us
Registration opening soon
The Bookkeepers' BookKlub
Discover a range of books that will help enhance your business skills, increase your confidence, strengthen your mindset and increase your knowledge.
Regular tea-break sessions (at times voted by you) to discuss the next part of the book help hold you accountable. We break each book into manageable chunks each week to ensure you can find the time to keep on track.
Hear other members’ interpretations of the featured book of the month, looking at the content from a new perspective. Ensure you don’t accidentally skim over any crucial learnings or insight by hearing other members’ key takeaways.
Selling to Serve | James Ashford