There’s plenty of discussion in the accounting industry about the role of bookkeepers, and whether they can (or should) act in an Advisory role in a business. In this episode, Amy chats with Kathy Gregory, Director of Strategic Relationships at LivePlan. Together they dive into what the advisory role is about, re-aligning business owners’ expectations and the very special role that bookkeepers play in a business. The key message of this episode is, “Bookkeepers are already trusted advisors with their clients, so step into and embrace your God-given role!”


Useful links
Check out Kathy’s Training Page
Take a look at Kathy’s Resource Guides
Get help Pricing Your Advisory services - book a Free consult with Amy Hooke
Read transcript here

There&rsquo;s plenty of discussion in the accounting industry about the role of bookkeepers, and whether they can (or should) act in an Advisory role in a business. In this episode, Amy chats with Kathy Gregory, Director of Strategic Relationships at LivePlan. Together they dive into what the advisory role is about, re-aligning business owners&rsquo; expectations and the very special role that bookkeepers play in a business.&nbsp;The key message of this episode is, &ldquo;Bookkeepers are already trusted advisors with their clients, so step into and embrace your God-given role!&rdquo;
 Useful links
<ul>
<li>Check out Kathy&rsquo;s<a href="https://www.liveplan.com/strategic-advisors/training"> Training Page</a></li>
<li>Take a look at Kathy&rsquo;s<a href="https://www.liveplan.com/strategic-advisors/training-schedule"> Resource Guides</a></li>
<li>Get help Pricing Your Advisory services - <a href="http://bit.ly/2Nyvnne">book a Free consult with Amy Hooke</a></li>
<li>Read transcript <a href="https://thesavvybookkeeper.com.au/project/podcast-small-business-advisor-kathy-gregory-liveplan-method/">here</a></li>
</ul>

A podcast for bookkeepers wanting more profit, freedom and joy in business.

Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.

Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

A podcast for bookkeepers wanting more profit, freedom and joy in business.
Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.
Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

Business Management, Pricing, Marketing and Workflow for Bookkeepers

The Bookkeepers' Voice

Hey, I'm Amy Hooke. Welcome to my podcast.

Hey, I'm Amy Hooke. Welcome to my podcast.

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