Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what...
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Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what the business owner needs, what questions to ask that lead to deeper insights to support Advisory Services, and how to get started simply and without overwhelm.
What we cover:
How to get started building your Advisory Services
Rather than make assumptions about what your clients need, ask questions up front:
What patterns emerge from asking those questions of your clients?
Cashflow cashflow cashflow.
While 5 and 10 year scenario planning is incredibly useful, short-term cashflow planning is the most important thing. If not done well, it makes the 5-year plan moot.
What Twyla learned along the way:
Twyla’s advice for those wanting to get started
Start with one:
Come back to :
Connect with Twyla:
Other Relevant Episodes:
053, Adding Advisory Services and the Power of Niching Down
121, Switching to Advisory Services using Profit First, with Rob Foncannon, CPA
Do you want your own Roadmap to Advisory Services?
If you want to implement Advisory Services in your accounting practice, but you need something of a Roadmap so you know what path to travel, and don’t want to waste time and energy wandering in the dark, Check out my roadmap to Advisory Services.
In this 30-day intensive1:1 program, we will work together hand-in-glove to get you from wanting Advisory Services, to actually Doing Advisory Services.
The end result is you have your first 2 advisory service clients, engagement letter signed.
We work together until you have that result, and you can have it inside 30 days.
If you’re curious, check out the Coaching Options tab on my website, SheThinksBigCoaching.com
Free 5-day email course - Better Pricing Strategies for CPAs
Want some help in your CPA firm, but not sure where to start?
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Want to find out what options you might have for working together?
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