Episode 196 Supporting your clients with Management information

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Jo Wood and Zoe Whitman were joined by Vangelis Kyriazis from Syft Analytics to talk about how you can support your clients with management information.

In this episode of The Bookkeepers' Podcast, we're joined by Vangelis Kyriazis from Syft Analytics to discuss how bookkeepers can offer advisory services, specifically during the recession.

You'll learn:
What we mean by advisory services
How bookkeepers add an introductory advisory service
Whether every client needs advisory services
How to tailor advisory services to the needs of a business during the recession
How to sell advisory services
Specific information to include on a one-page summary
Why advisory services means more than calculating a few ratios

There were some great gems of information in this episode and we hope you find it useful as you consider how to support your clients during this time.

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The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.