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.
Management accounts
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
Forecasting
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.
Mentoring
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
Personal Development
Discover a range of books that will help enhance your business skills, increase your confidence, strengthen your mindset and increase your knowledge.
Accountability
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.
Key Takeaways
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.
Recommended Read
Selling to Serve | James Ashford
Testimonials
What our clients have to say.
"I watched Laura give a Webinar about how she can help bookkeepers to gain confidence around advisory services which was extremely impressive and very timely. I had a meeting booked to help a client create a budget that week so I contacted Laura and she squeezed me in at very short notice. During the meeting Laura was able to give me lots of insight into what I should be looking for, the kind of questions I should be asking and the suggestions I could make. After our meeting I felt so much more confident and the meeting with my client to help them with their budget went really well. I am so thankful to Laura for her services and would definitely recommend her if you’re a bookkeeper who needs help with advisory services."
Kim Sones
Managine Director | Sones Accountancy Services
"Working with Laura has been a game changer for our company. She quickly became a valued member of our time who we could rely on who always goes above and beyond. Laura has brought a unique insight into the company that we didn’t have before and didn’t know we needed. She’s brought her keen eye for detail and extensive knowledge to every part of our business and has contributed massively to our success. Clients value her wealth of knowledge and ability to present this to them through incredible management accounts. We value the speed of her work whilst ensuring accuracy, her keen eye for consistency and ability to pick up anything and everything we ask her to do. We are looking forward to continuing working with Laura and seeing where we go next. Thanks Laura for all your hard work!"
Marie Ralph
Director | Jo Wood Virtual FD Ltd
"Everyone should have a Laura! Laura is great to turn to to help solver your problem or generally ask advise. Her experience is clearly demonstrated and I can’t recommend her enough. She breaks it down into straight forward explanations and makes sure you understand the next steps."
Donna Haslewood
Owner | Artisan Account & Co
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