Future Ready Consultancy

From Stress to Success: Client Onboarding Made Easy!

Final reminder for the FREE webinar at 1pm today all about how you can enhance, streamline and automate your client onboarding process.

If you are a bookkeeper or accountant (or VA), you won't want to miss this!

There are only a few spaces left (due to Zoom's 100 person limit!) so make sure you save your spot here - https://tidycal.com/morethanbookkeeping/onboarding

If you can't make it live, register still so that you receive a copy of the recording, but just let me know you won't be able to attend so that I can release an extra place so that someone else can take your 'live' spot!

Hopefully see you at 1pm to help you revolutionise your Client Onboarding process so that you have confidence in what you are doing but also can claim back lots of time so you can focus on income generating tasks, or even spending time with your loved ones, on your hobbies or even just having a nap!

Laura Day-Henderson - From Stress to Success: Client Onboarding Made Easy! | TidyCal From Stress to Success: Client Onboarding Made Easy!

Are you a Bookkeeper or Accountant wanting to grow your profits in 2024?

Perhaps you are just starting out and wondering about the best way to build a profitable bookkeeping / accounting business?

Either way, come join a small friendly group of other bookkeepers and accountants for a Workshop hosted by Floodlight, Futrli and myself, Laura Day-Henderson in Manchester on Thursday 9th November - just like this one we hosted in London yesterday!

The workshop will provide you with insights and tools to assist you with your growth planning for 2024, focusing on ensuring you are providing your clients with the best support and therefore receiving the maximum revenues from your existing customer base, rather than having to chase new clients.

The FREE workshop will provide you with the tools to enable you to provide additional services to your clients which will strengthen your relationship, solidify your role as your client’s trusted business advisor and become indispensable.

We look forward to spending the morning with you to support you in having the most successful and profitable year yet!

Date: Thursday 9th November (tomorrow!) 1pm - 3pm

Location: Rylands; Landmark Building, Chancery Place, Manchester, M2 2JG

Price: FREE!!

Register here: https://www.eventbrite.co.uk/e/749641847947

We look forward to seeing you tomorrow 🤩

Today is the day!! Super excited to inspire, motivate and empower YOU to provide by taking 🤩

If you are a or who would love to know how to generate more revenue (and profit) from your existing clients then you need to be here!

If you have heard of the term but don't know what it's all about, you need to be here!

If you want to know how much you can charge for advisory services, you need to be here!

If you want to see what a Management Report looks like, you need to be here!

If you want to know how you can easily sell advisory services to your clients you need to be here!

If you want your first Christmas present of the year, you need to be here!

If you would love Futrli at half price for 6 months, you need to be here!

Come join the fabulous Futrli and myself at 3pm TODAY by registering here - https://info.futrli.com/ldh-workshop-elevate-your-practice

Best of all, we are giving you all of this (and more!) for absolutely nothing! It's FREE to register and join, so what are you waiting for?!

If you can't join live, then be sure to register still for the replay!

See you all this afternoon!

Revolutionising Bookkeeping: Tech Based Forecasting Solutions for Deeper Client Engagement Are you an accountant or a bookkeeper seeking to elevate your practice to new heights? Do you find yourself buried under the weight of compliance tasks, and want to take on a more impactful and fulfilling role in your clients' financial journey? 

🎄 Do you know what a magical Christmas looks like for your client?
What about their dream Summer?

🗓️ Do you know what your client's ultimate goal is for 2024?

💷 Do you know what your client would do if they 'won' £10,000?

These are all simple conversation starters that:
- set you apart from other bookkeepers and accountants;
- provide the perfect lead into offering 'advisory' services
- enable you to have a huge impact on your client
- guaranteed to create additional profit for you and your clients

As many of you know, I am on a mission to ensure that every (no matter how big or small!) receives the support, guidance and insights that they need from their and to grow their business in line with their personal goals and needs.

I am super excited therefore that the sensational Futrli have invited me to host a 3-part immersive workshop series to empower YOU to take The Advisory Leap!

The first workshop is on Thursday 26th October at 3pm

During this first workshop I will be explaining why you must elevate your bookkeeping / accounting practice and how to start the leap.

I will be using this first workshop to ensure everyone understands what is meant by the term 'advisory' before helping you start to make the leap into providing the most impactful advisory services to your clients.

Save your spot here:
https://info.futrli.com/ldh-workshop-elevate-your-practice

Be sure to let me know any burning questions you'd like me to cover during the workshop too!

Revolutionising Bookkeeping: Tech Based Forecasting Solutions for Deeper Client Engagement Are you an accountant or a bookkeeper seeking to elevate your practice to new heights? Do you find yourself buried under the weight of compliance tasks, and want to take on a more impactful and fulfilling role in your clients' financial journey? 

Do you know what was special about yesterday?

It wasn't just our Trial Balances and Balance Sheets that were perfectly balanced - it was that magical time of year when day and night are in perfect equilibrium too - the !

Autumn equinox is all about balance, a concept that resonates deeply with us as an / . There is so much that we can do to help our clients create a 'better' balance in their business - from a work/life balance all the way to their cashflow balance.

Just like trees create leaves to help them thrive; businesses generate income.

Just like tree's leaves fall in Autumn to create room for growth; businesses must spend money in order to help them develop and grow. What is crucial however is that this is always done with balance - trees must grow and loose leaves at the right time to help them flourish; business must ensure their cash flows with liquidity.

is akin to predicting when and where those leaves will fall. Encourage your clients to use this season as a reminder to review and refine their cash flow forecasts.

Autumn is a season of adaptation, as nature prepares for the coming winter. The changing economic landscape in autumn serves as a great metaphor for the uncertainties businesses face, highlighting the need for accurate forecasting. Businesses must adapt to changing market conditions; unforeseen situations and any under performance. Use with your clients to help them create strategies that allow their business to thrive, even in unpredictable times.

Just as the leaves changing colour and falling represent a fresh start; even if you don't offer cash flow forecasting to your clients just yet, this is an excellent time to start to offer the service (Don't forget I can help you learn, or even do it for you!)

Encourage your clients to have a fresh start too by helping them set new financial and personal goals and redefine their vision for the upcoming year.

The start of Autumn is also synonymous with harvest, where the fruits of labour are gathered and assessed. Similarly, this is an excellent time to encourage your clients to reap the insights from their financial data. plays a crucial role here. By analysing historical data, you can help your clients understand what has worked and what hasn't; and pulling through the forecasted data too you can enable clients to ensure they are on track to meet their goals and empower them to make informed decisions for the future.

So, as the leaves fall and the days grow shorter, let your advisory services be a guiding light for your clients, helping businesses navigate the colourful complexities of their financial landscape and watch as your advisory services flourish alongside the changing seasons.

Remember, just as the autumn equinox marks the transition from summer to autumn, your guidance can mark the transition from financial uncertainty to stability and growth for your clients!

When did you last ride a bike?!

I used to ride two miles every morning and every afternoon to get to the school bus stop as a teenager, but hadn't ridden a bike since my GCSEs until last weekend when I joined Natalie on her 10k run along the canal in Leeds.

Just like running a business, monitoring our throughout our run/cycle was crucial to ensure we met our targets.

Monitoring our progress closely also kept us motivated when we had those uphill battles!

By keeping an eye on our KPIs we were also able to find a way to get back on track when we slight came off track from where we needed to be.

We also created a of our route and performance before we set off so that we had visibilty of when our more difficult stretches would be (and our periods of best performance!) so that we could set specific KPIs for these different periods to ensure that our overall performance would be as we wanted it to be.

What I didn't forecast or prepare for was how hard cycling is when you haven't done it for 20 years! My bum was still too sore to sit down at 😆

If you haven't ridden a bike in a while, perhaps today - as - would be a perfect opportunity to jump on one?!

Remember, if you are running your own / business, you can even offer your team (and yourself) access to the Cycle To Work Scheme!

is also a perfect opportunity to show your value as a and by reminding your clients about the and other benefits available to them and their teams.

Have you ditched the car today? I'd love to know what you are using instead.
We are tempted to get our roller blades out this afternoon!

Ahoy my and hearties of Facebook Land!

Shiver me timbers, it be that time of year when we channel all the spirit of a buccaneer for Accountex (there was certainly lots of swag hoisting!) whilst dusting off our hats & eyepatches and hoist the Jolly Roger high in celebration of !

Avast, why should ye care about pirates when you're buried in receipts and journals?

❌ X Marks the Spot:
Just like a pirate's treasure map, financial records can initially appear confusing. As a or , you must decipher this cryptic code and mark the X on the treasure chest. It is your duty to help guide your client through the maze of numbers and jargon to their rightful b***y. But don't drown 'em in a sea of numbers, keep it visual and engaging. 📊

💰 Show 'Em the B***y:
Pirates be known for their shiny plunder (especially after a day at !), and businesses be no different - they be wanting to see the doubloons rolling in! So, when it comes to management reports, don't be hiding the loot in the fine print. Present the figures with flair, like a chest full of doubloons. Make it easy for 'em to see where the loot's coming from and where it's going. Be sure to highlight if the treasure is growing or if it's disappearing faster than a ship in a storm. 📉

📈 Hoist the Forecast Flag:
A pirate knows the importance of of keeping their ship shipshape and so constantly monitor the weather on the horizon. Business owners be wanting to know if clear skies lie ahead or if a storm be brewing. Provide forecasts and financial projections to give 'em a glimpse of their financial future. Use these to change the course of the ship to more profitable land or at least to help 'em batten down the hatches to weather any financial squall.

🤑 Map to Future Riches:
Aye, a pirate may find one treasure, but savvy bookkeepers and accountants be helping business owners map a course to a lifetime of riches. Talk to 'em about personal goals, investments, retirement plans, and tax strategies that can lead to a treasure chest overflowing for years to come.

🦜 Ye Be Speaking the Lingo:
Just as a pirate wouldn't be caught dead speaking like a landlubber, ye mustn't speak in the arcane tongue of finance to a business owner. Avast, they be a different breed, and they want to hear the wind in their sails, not a monologue about balance sheets. So, translate the financial jargon into plain English so that you are speaking in a way the business owner understands, me matey, and help them navigate the treacherous waters of finances.

If ye be yearnin' to be the most valuable pirate of the financial seas, raise your flag by sending me a message 📨, and I'll lend me hand..

I can help ye craft, price, and peddle and to yer loyal clients.

Arrr my hearties, let's set sail for financial success together – you and your clients will be blessed with wealth as vast as the Seven Seas! 🏴‍☠️💰💎

**1𝓹𝓶 𝓣𝓸𝓭𝓪𝔂 - 𝓖𝓮𝓷𝓮𝓻𝓪𝓽𝓮 𝓶𝓸𝓻𝓮 𝓹𝓻𝓸𝓯𝓲𝓽 𝓯𝓻𝓸𝓶 𝔂𝓸𝓾𝓻 𝓮𝔁𝓲𝓼𝓽𝓲𝓷𝓰 𝓬𝓵𝓲𝓮𝓷𝓽𝓼**

Are you just like every other and eagerly trying to win new clients to increase your revenue and therefore your profit?

𝐒𝐭𝐨𝐩!!

There is so much more value you can provide (and invoice!) to your current clients who already know how awesome you are!

Come join me at 1pm today when I will be empowering YOU to start (or continue!) offering in the form of Advisory services such as and .

I will be explaining:

💪 Why you should provide your clients with advisory services;

🧠 What you need (experience, knowledge, skills, bookkeeping level etc) in order to offer advisory services
(𝘴𝘱𝘰𝘪𝘭𝘦𝘳 𝘢𝘭𝘦𝘳𝘵: 𝘺𝘰𝘶 𝘥𝘰𝘯'𝘵 𝘯𝘦𝘦𝘥 𝘢𝘯𝘺𝘵𝘩𝘪𝘯𝘨 𝘴𝘱𝘦𝘤𝘪𝘢𝘭 𝘰𝘳 𝘢𝘥𝘷𝘢𝘯𝘤𝘦𝘥!);

💰 How much you should charge your clients
(𝘴𝘱𝘰𝘪𝘭𝘦𝘳: 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘦𝘢𝘴𝘪𝘭𝘺 𝘨𝘦𝘵 𝘢𝘯 𝘦𝘹𝘵𝘳𝘢 £3,600 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 (𝘮𝘪𝘯𝘪𝘮𝘶𝘮!) 𝘱𝘦𝘳 𝘤𝘭𝘪𝘦𝘯𝘵 𝘱𝘦𝘳 𝘺𝘦𝘢𝘳 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘢 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵 𝘢𝘮𝘰𝘶𝘯𝘵 𝘰𝘧 𝘢𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭 𝘸𝘰𝘳𝘬 - 𝘢𝘯𝘥 𝘵𝘩𝘢𝘵 𝘪𝘴 𝘫𝘶𝘴𝘵 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘴𝘮𝘢𝘭𝘭𝘦𝘴𝘵 𝘰𝘧 𝘤𝘭𝘪𝘦𝘯𝘵𝘴!);

🙋 How you can get clients to invest in these services;

🕰️ How you can minimise the amount of work (and therefore your time) involved in offering these services

📈 what a valuable (but simple) management report looks like

Places are limited due to Zoom restrictions so be sure to secure your place now - https://calendly.com/more-than-bookkeeping/advisory-webinar/2023-07-10T13:00:00+01:00?back=1&month=2023-07&date=2023-07-10

See you at 1pm Today 🤩

𝘗𝘭𝘦𝘢𝘴𝘦 𝘯𝘰𝘵𝘦 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘢 𝘴𝘮𝘢𝘭𝘭 𝘤𝘩𝘢𝘳𝘨𝘦 (𝘰𝘯𝘭𝘺 £49!) 𝘵𝘰 𝘢𝘵𝘵𝘦𝘯𝘥 𝘧𝘰𝘳 𝘵𝘩𝘳𝘦𝘦 𝘳𝘦𝘢𝘴𝘰𝘯𝘴..

𝘢) 𝘱𝘭𝘢𝘤𝘦𝘴 𝘢𝘳𝘦 𝘭𝘪𝘮𝘪𝘵𝘦𝘥 𝘵𝘰 100 𝘱𝘦𝘰𝘱𝘭𝘦 𝘮𝘢𝘹 𝘢𝘯𝘥 𝘴𝘰 𝘐 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘦𝘯𝘴𝘶𝘳𝘦 𝘰𝘯𝘭𝘺 𝘵𝘩𝘰𝘴𝘦 𝘸𝘩𝘰 𝘳𝘦𝘢𝘭𝘭𝘺 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘣𝘦𝘯𝘦𝘧𝘪𝘵 𝘢𝘵𝘵𝘦𝘯𝘥;

𝘣) 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘺𝘰𝘶 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘴𝘰 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘷𝘢𝘭𝘶𝘦 𝘰𝘶𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘸𝘦𝘣𝘪𝘯𝘢𝘳 𝘢𝘯𝘥 𝘸𝘪𝘭𝘭 𝘪𝘯𝘴𝘵𝘢𝘯𝘵𝘭𝘺 𝘣𝘦 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘶𝘴𝘦 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘺𝘰𝘶 𝘭𝘦𝘢𝘳𝘯 𝘵𝘰 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘦 𝘢𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 (𝘢𝘯𝘥 𝘱𝘳𝘰𝘧𝘪𝘵!) 𝘧𝘳𝘰𝘮 𝘺𝘰𝘶𝘳 𝘦𝘹𝘪𝘴𝘵𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘯𝘥 𝘢𝘭𝘭 𝘧𝘶𝘵𝘶𝘳𝘦 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘯𝘥 𝘴𝘰 𝘪𝘵’𝘴 𝘰𝘯𝘭𝘺 𝘳𝘪𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘐 ‘𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘸𝘩𝘢𝘵 𝘐 𝘱𝘳𝘦𝘢𝘤𝘩’ 𝘢𝘯𝘥 𝘦𝘯𝘴𝘶𝘳𝘦 𝘮𝘺 𝘵𝘪𝘮𝘦 𝘱𝘳𝘦𝘱𝘢𝘳𝘪𝘯𝘨 𝘢𝘯𝘥 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘸𝘦𝘣𝘪𝘯𝘢𝘳 𝘪𝘴 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘦𝘥.

𝘤) 𝘐𝘵’𝘴 𝘱𝘳𝘰𝘷𝘦𝘯 𝘵𝘩𝘢𝘵 𝘪𝘧 𝘺𝘰𝘶 𝘱𝘢𝘺 𝘵𝘰 𝘢𝘵𝘵𝘦𝘯𝘥 𝘢 𝘸𝘦𝘣𝘪𝘯𝘢𝘳 𝘺𝘰𝘶 𝘸𝘪𝘭𝘭 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘮𝘢𝘬𝘦 𝘵𝘩𝘦 𝘵𝘪𝘮𝘦 𝘵𝘰 𝘢𝘵𝘵𝘦𝘯𝘥 𝘢𝘯𝘥 𝘪𝘮𝘱𝘭𝘦𝘮𝘦𝘯𝘵 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘭𝘦𝘢𝘳𝘯 – 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘴𝘶𝘤𝘩 𝘢𝘯 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘤𝘰𝘯𝘵𝘳𝘪𝘣𝘶𝘵𝘰𝘳 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 - 𝘢𝘯𝘥 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴' 𝘴𝘶𝘤𝘤𝘦𝘴𝘴! - 𝘴𝘰 𝘐 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘦𝘯𝘴𝘶𝘳𝘦 𝘺𝘰𝘶 𝘪𝘮𝘱𝘭𝘦𝘮𝘦𝘯𝘵 𝘸𝘩𝘢𝘵 𝘐 𝘴𝘩𝘢𝘳𝘦 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶!

Advisory Webinar - 10th July, 1pm - Laura Day-Henderson Why YOU need to offer 'advisory' to your clients'Advisory' such as management reporting and cash flow reporting are crucial in helping your client grow and transform their businesses so that they can make those crazy personal dreams a reality.More importantly however, it's a profitable service that

Have you ever given yourself a black eye?!

Last Thursday I was stuck at hospital so I didn't get chance to share the link to my latest article in my series .

One of my favourite topics too!

Before you run off to read my latest musings, I'd love to hear from my fellow and friends as to whether your clients are too small for advisory or not.

https://morethanbookkeeping.support/advisorymadesimple/is-my-client-too-small/ - Enjoy!!

As for the black eye, don't worry I'm absolutely fine - just under strict orders to rest lots and limit my screen time to give my 'head injury' time to heal.

All I wanted to do was plug the fan in but the bedside table got in my heads way... 🙈😂

Remember to let me know of any questions or topics about that you'd like me to cover in the Advisory Made Simple blog series!

Is my client too small for advisory services? – Advisory Made Simple As bookkeepers and accountants, we often find ourselves being held back by assuming our clients are too small to benefit from advisory services. This common misconception, that advisory services are exclusively for large businesses, has hindered many small business owners from accessing valuable ins...

Help needed!!

If you have a spare few minutes today, I'd love to hear your feedback on my 'Advisory Made Simple' Blog I've started so that I can make it even better and more helpful before I officially launch it.

https://morethanbookkeeping.support/advisorymadesimple/what-is-advisory/

I have so many conversations with and who are shying away from providing their clients with crucial, valuable (and relatively easy!) 'advisory' services due to the term 'advisory' making them feel overwhelmed, scared or that they aren't qualified, experienced or knowledgable enough to provide these services.

Now I've quashed and debunked the myths around for these bookkeepers and accountants, they are now generating, on average, £45k additional revenue from the exact same client base.

I'd love for everyone who provide and services to be able to utilise advisory services to help provide greater client satisfaction, stand out from the competition and generate more and so thought the easiest way to help every and realise that they are more than experienced and skilled enough to provide this additional support to their clients is to share my words of wisdom in a blog for all to read!

Let me know what you think of the first couple of blogs; the good and the bad! If you find any of the posts useful, I'd also love you to share it with other bookkeepers and accountants in your network to help me on my mission to create an advisory revolution!

What is Advisory? – Advisory Made Simple ‘Advisory’ is such a broad and misunderstood term that it often scares bookkeepers and accountants away, despite being a set of crucial services that every single business owner, (bookkeeper and accountant!) – no matter how big or how small – urgently requires in order to build and develop a...

TODAY at 1pm!!

Just a reminder for my lovely and friends that my Pricing Webinar to help you confidently price , and services is today at 1pm.

I'll be busting some pricing myths before helping you establish how much you should charge for each aspect of the services you provide your clients.

Secure your place here and feel free to message me with any questions:

https://calendly.com/more-than-bookkeeping/pricing-webinar/2023-05-18T13:00:00+01:00?month=2023-05&date=2023-05-18

A recording of the webinar will be sent to everyone registered so if you aren't available at 1pm but want to master your pricing and earn more money then register any way so that you can catch up when you are free!