Episode 299: How To Sell A Bookkeeping Advisory Service Mixdown

The Bookkeepers' Podcast

In this episode, Zoe Whitman and Jo Wood chat with Amanda C Watts, founder of the Business Advisor Academy. They discuss how bookkeepers can expand into business advisory services, drawing on their skills to support client growth. Amanda clarifies the difference between financial advice and business advisory, shares steps for bookkeepers looking to introduce advisory services, and offers guidance on crafting a simple, world-class service. Amanda encourages listeners to value their expertise and build strong client relationships by holding space for meaningful conversations. What Listeners Will Learn: The difference between financial advice and business advisory Why bookkeepers are suited to support client business growth How to structure an effective advisory service for client needs Key skills for business advisory: listening, empathy, and communication The importance of simplifying service offerings for client clarity and business success Practical ways to increase pricing confidence and client value perception Connect with Amanda C Watts: Visit https://businessadvisoracademy.com to learn about her certification program or subscribe to the Business Advisor Podcast for weekly insights on advisory skills. Join The Bookkeepers’ Collective: Access our training and resources for bookkeepers at https://6figurebookkeeper.com. Follow The Bookkeepers’ Podcast: Subscribe for future episodes, and leave a review to help other bookkeepers find the show. About Our Sponsor: This episode of The Bookkeepers' Podcast is sponsored by Xero. Learn more about Xero’s Partner Programme at https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2. Disclaimer: The information in this episode is for informational purposes only and not intended as professional advice. The 6 Figure Bookkeeper Ltd disclaims all liability for actions taken based on this content. Always seek professional advice before acting on information discussed in the podcast.