Build Your Best Bookkeeping Practice Podcast

"Advisory" is the cool buzz word going around the accounting industry right now, but not many people actually explain what those services are or how to deliver them. In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot?

We all get excited about new business leads and the possibility of the new engagement and how you can help out that business. But, don't forget to take the time to see if that lead can actually afford you when reviewing their books. Think of it as being both an advisor to your own business and to theirs.

The Build Your Best Bookkeeping Practice Podcast is hosted by Cathy Iconis. She is on a mission to help YOU build a bookkeeping practice of your dreams. No telling you what to do - just ideas, inspiration, and a little of her trademark craziness to help you build your best bookkeeping practice.

Simply put - your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.

Cleanups are huge in our industry. It's usually the reason why clients reach out to us in the first place. But, they can take on a life of their own - can't they? After years of practice, I have developed this cleanup engagement workflow to help streamline the process.