Business Advisory: What You Think Is Advisory, Isn’t What Your Clients Want!
Play • 1 hr

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:

  • Why advisory won't increase the value of your firm
  • The right approach to advisory and moving your firm forward
  • The prep work, process and timeframe of offering advisory
  • ROI and other benefits of doing advisory
  • The struggles with attracting and retaining young accountants
  • Falling out of love with the technical aspect of accounting
  • Emotional IQ leadership, the four pillars of framework and coaching methodology
  • What she would have done differently throughout her career

"Essentially at its core, advisory is anything you don't have to do.”

Show Notes

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!

Quick facts:

  • Used to have her own firm, LS Accountants which she sold
  • The Director of Intuitive Practice alongside with her founded company The Small Business Project
  • Author of the book “Accounting Revolution” and wrote the articleEmbrace Change Now or Risk Losing Everything
  • A qualified SMJ Speaker

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