How to Start a Bookkeeping Plus Advisory Business

The CFO Project

Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll learn how she leverages technology like Xero to offer efficient, scalable bookkeeping that truly advises clients on profits. Katie also reveals the secrets to getting clients, choosing the right accounting software, and building a team so you can make more money while working less.

Katie's "Become a Bookkeeper" program has helped hundreds of accountants escape the commodity tax return trap and transition into lucrative CFO advisory services. Whether you want to start a bookkeeping side hustle or build a multi-six-figure firm, this episode is packed with actionable steps. Discover how to differentiate yourself, ditch the commoditized model, and finally make the money you deserve as an accounting professional. Click play for an insightful discussion on leveraging your skills to offer high-value CFO advisory services.
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Learn More About The CFO Project:
https://thecfoproject.com/
Become a Bookkeeper
https://www.katieferro.com/a/38894/a3jpoFVv

6 Secrets to Starting a Simple, Scalable Bookkeeping Business -
https://www.katieferro.com/a/2147513515/a3jpoFVv