Tax season is nearly upon us and some of you may have found yourself providing advisory services since last April. In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.
Advisory services do not need to be complicated. In fact, Geni discusses how asking the right questions is the key to discovering which answers your client needs from you as an advisor.
This podcast touched on:
- Managing client advisory expectations
- Transitioning into an advisory role
- Discovering your passion as an Accountant
If you’re interested in adding Advisory services to your practice, this episode is for you! As firm owners, seeing how your firm’s deliverables will help a client’s business move forward can be the ultimate reward.
If this conversation inspires you to start improving your practice, check out Accounting Practice Academy. We have a workshop that focuses on improving your cashflow to above 50% and reducing your owner hours to under 2,000 annually.
You can listen to the podcast on the player below or watch the latest episode here!
Time stamps:
0:48 – Introduction of Geni Whitehouse
06:50 – State of Advisory Services in Accounting
09:25 – Client Expectations of Advisory
17:01 – Opportunities for Advisory services
33:00 – Transitioning into Advisory services
Geni also also writes, speaks, and tweets at EvenANerd.com. You can follow her at @evenanerd on X, LinkedIn, and Instagram, or get in contact with her at her website www.geniwhitehouse.com.
