How to Start a Bookkeeping Plus Advisory Business

The CFO Project - A podcast by Adam Lean - Tuesdays

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Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll learn how she leverages technology like Xero to offer efficient, scalable bookkeeping that truly advises clients on profits. Katie also reveals the ...