💥 How offering Advisory Services in your Bookkeeping practice, can be easier than you think 👇 . As the Tech in the Accounting industry continues to change faster than a cat 😻 video goes viral, bookkeeping professionals are facing some pivotal choices. While traditional bookkeeping methods still have their place (like your favourite pair of old joggers), they no longer fully meet the evolving demands of clients and the market. Let's explore the key skills that you’ll need to expand your services to include advisory - erm, no cape required btw although wearing your big girl/boy pants is always a good thing! 𝗦𝗸𝗶𝗹𝗹𝘀 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝗳𝗼𝗿 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: 🤓 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: To offer effective financial advice, bookkeepers need to be as skilled at analysing financial statements as a chef is at reading a recipe - except you’re more likely to deal with numbers than with burnt food. 🤓 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝗸𝗶𝗹𝗹𝘀: Clear communication is vital for explaining complex financial concepts to clients. Think of yourself as a financial translator - turning financial jargon into something that makes sense, like transforming a drunken text from your friend into a coherent message. 🤓 𝗣𝗿𝗼𝗯𝗹𝗲𝗺-𝗦𝗼𝗹𝘃𝗶𝗻𝗴: Advisory roles often involve tackling complex financial issues. If you can solve a Rubik’s Cube in one minute, you’re halfway there! Just remember, every problem has a solution. 🤓 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗞𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲: Keeping up with industry trends and regulations is crucial. Clients will look to you as their financial guru - so brush up on the latest regulations and trends, or risk them thinking you’ve been living under a rock (or worse, a pile of receipts). Now, with all these skills I bet you're probably verging on the side of 'Imposter Syndrome'?? Well, I'm about to change that........ I had the privilege of meeting James Webb RBCB from Pulse on MSTeams call on Wednesday and boy what a great bit of kit this is! If you think you need to know the in's and out's of every clients business, without spending HOURS reviewing reports for you to be the best Advisor in this field, then I strongly suggest you check out Pulse 💙 ! There's a FREE 30-day-trial! You'll save yourself HOURS in analysis work! #tech #bookkeeping #advisoryservice #pulse #technews
It was great to chat this week and share more about Pulse and thanks so much for the feedback. You are on to something very exciting so will be keeping an eye out. Look forward to catching up soon
Very helpful
Thank you, Abby Anderson! We're delighted to see the impact Pulse is making. For anyone looking to learn more, get in touch at [email protected] 👋