Struggling to figure out how to add more value to your clients? Retain your staff better? Increase profitability? Our guest today Lynda Steffens from The Small Business Project might just have the solution for you. No it’s not tax returns or cash flows or any kind of fancy dashboards you usually expect when you hear advisory - but a revolutionary way of approaching and implementing advisory as a service in your business.
If that’s got you curious, join us as Lynda uses her experience from practice and coaching methodologies to explain the core of advisory and how you can successfully and systematically implement it in your practice. Some of the topics we discussed include:
"Essentially at its core, advisory is anything you don't have to do.”
Lynda Steffens fell in love with accounting when she was 14, which is earlier than most people we know. And now with 25 years of experience, she is still passionate in assisting clients achieve their goals and just in general enjoys helping fellow accountants especially the next-generation to do things differently and expand their skill set. Her motto: to always make a difference and embrace progress!