The phrase takes various forms, but you hear it all the time: “Focus on value-added services.” “Do more for your clients.” “Make the move to advisory.” It’s difficult to argue against, but if you are like most bookkeepers and tax professionals, deciding which new services to offer can be daunting.
Why not start with a service you can easily implement? And something your clients actually need?
According to a 2019 Wakefield Research survey, 61% of small businesses regularly struggle with cash flow. What you don’t know (yet) is that you can deliver cash flow services profitably to all your clients without adding hours upon hours to your workload.
In this session, we’ll focus on:
• Why helping your clients with cash flow is a significant opportunity for your firm
• Benefits for your client (it’s a win-win after all)
• How to communicate the value and pitch your first client on the new service
• Technology to help along the way (CashFlowTool)