The Ambitious Bookkeeper Podcast podcast

252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2

0:00
1:06:23
Rewind 15 seconds
Fast Forward 15 seconds

Katie Ferro is back for part two, and we picked up right where we left off with Katie's line that stuck with me all week: if you don't have a stance, it's because you're not in the room enough. The same goes for advisory. You won't feel confident until you put yourself in the room, and you can't get in the room until you build some confidence. So we talked about how to break that cycle. Katie shared three real client emails from the last 10 days that were quietly asking for more, and I shared how I built my own advisory process with a practice client.

In this episode you’ll hear:

  • How to recognize when a client is asking for advisory help
  • How a simple 30-minute conversation can turn an intimidating email into a quick win
  • Why calling it a "budget" might be killing client buy-in
  • Why you should bundling advisory into your packages

Resources mentioned in this episode:

Previous Episodes with Katie

Part 1 of this conversation with Katie Ferro

(https://youtu.be/to3aHJXefPI)

225 ⎸ Recast: Become a Bookkeeper with Katie Ferro

(https://www.buzzsprout.com/1774460/episodes/18369393)

44 ⎸ Best Advice from Accounting Course Creators

(https://www.buzzsprout.com/1774460/episodes/10445058)

Meet Katie Ferro

Katie Ferro is a CPA, reformed rule follower, corporate escapee, and mama to three little ones.

She built her bookkeeping business to surpass her corporate tax manager salary, working only the hours she used to spend commuting and without giving up her stay-at-home mom crown.

Today, Katie runs her bookkeeping business while educating and empowering accountants and aspiring bookkeepers to build businesses that support their lives instead of keeping them from living them.

Connect with Katie

🌐 Instagram: https://instagram.com/orderlyaccountingbykatie

🎙️ Katie’s Podcast: https://profitsprosecco.libsyn.com/website

📈 Become a Bookkeeper Program (BABS): https://www.katieferro.com/a/38894/2PQNgtvv

🧾 Life by the Books: https://www.katieferro.com/life

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

#bookkeepingbusiness #ambitious #bookkeeper #accountant #accounting

More episodes from "The Ambitious Bookkeeper Podcast"