Resources for Accountants and Bookkeepers

After finishing a consulting project I try to summarise the learnings into some useful snippets to help other Accountants wanting to provide similar services. I hope you find them useful.

How to support your clients through the cost of living crisis

After delivering a session for two disheartened business owners feeling the effects of inflation and needing clarity on what that meant for their business plans, I jotted down how I had approached supporting them.

Coming soon: How to be an FD when you've never been an FD

Want to move into advisory or virtual FD services but don't have the experience? This one is for you!

Coming soon: All about KPIs

For anyone venturing into management accounts and budgeting and forecasting - how do you choose which KPIs to measure?

Coming soon: Compliance to Trusted Advisory

How to make the move into advisory services