How bookkeepers, CPA's and accountants can add value to their clients
A very practical and accessible book for bookkeepers, accountants, CPA’s and other financial experts.
About the Book
The accounting industry is changing rapidly. Cloud software, Robotic accounting, Artificial Intelligence and other developments are increasingly doing the work accountants and bookkeepers have been doing. If you, as a financial professional, want to stay relevant, you need to deliver value that goes beyond compliancy work. You need to become a profit advisor.
In The Profit Advisor, bestselling author, entrepreneur and keynote speaker Femke Hogema, gives you concrete and practical methods and skills to become a profit advisor. She shows you how you can help your clients build a financially healthy and profitable company. She also teaches you how you can transition from hourly billing to a pricing system where your clients pay you for the value you offer.
- A wake-up call for financial professionals
- A very practical and accessible book for bookkeepers, accountants, CPA’s and other financial experts who know they need to change and want to know how
- Written by the author of three bestselling books
Dig deep into this book. It will be time well spent. This book contains the most important information you can have. It is not stuck in theory and noble ideas… instead it walks you through the exact steps you need to be successful. When you are finished reading the book, I think you will be as grateful to know Femke as I am. She is that good. This book is that good. Enjoy. – Mike Michalowicz, author of Profit First.
RELEASE ON 31 MARCH 2020
I've been a bookkeeper for more than 25 years, and a Profit First professional for two. This book clearly explains the shifting industry and the most valuable role to step into to serve your clients and stay relevant. Femke outlines simple steps in simple language to help you transition from a compliance commodity provider to a trusted advisor with an eye on the bottom line. A must-read for all bookkeepers and accountants.
– Ean Murphy
The Profit Advisor is a practical guide for bookkeepers, CPAs, and accountants looking for a way to increase the value of the services they provide to their clients. Many people in the accounting and bookkeeping industry get caught up in doing compliance work like bookkeeping, payroll and tax preparation. We are quickly coming to the day when computer learning, advanced software, and artificial intelligence replace many in the accounting and bookkeeping industry.
If you want to become more valuable to your clients, The Profit Advisor is a must-read for you. Femke, in her no-nonsense book, The Profit Advisor, gives you a complete, step by step framework you need to give your clients what they desperately need, but can’t seem to find. You must read it!!
Here’s the best part. By applying Femke’s words in the Profit Advisor, you’ll earn more money, you’ll have better clients, you’ll do work that transforms businesses, and provide you with a level of fulfillment you didn’t know was possible.
– Damon Yudichak, CPA, MBA, PFP, USA
The Profit Advisor is a must-read for accountants and CPAs, committed to serving the needs of their entrepreneurial clients. As a Business Psychologist, I work with entrepreneurs daily who are eager for better guidance from their accountants. Pro-active planning and strategy, based on solid financials, are missing in too many small businesses, and it's a setup for the owner to toil away for years, never realizing the full profit potential in the business. You are well-positioned to change that. Within The Profit Advisor you will find solid guidance and tools to support you in expanding your impact.
– Sabrina Starling, PhD, Author, How to Hire the Best, Tap the Potential LLC, USA
Femke puts her finger on the sore spot in the accounting industry. But she does more: she also offers concrete solutions. She describes in clear words what the challenges are and where opportunities lie. This book gives answers to questions companies have and it is filled with practical tools for financial advisors who want to give more added value to clients. A must read for all in the finance industry.
– Michel Hamer, director NOAB (Dutch Organization for Bookkeepers and Tax Advisors)
Femke Hogema describes a new role for bookkeepers and accountants. Taking up this new role is important as change is a constant in our industry. Hogema explains that digitalization can help entrepreneurs to make better business choices, and at the same time gives accountants a world of opportunities. The Profit Advisor can help financials take the next step in their career, as accountant, bookkeeper, or: Profit advisor. Because with a new role comes a new title.
– André Kwakernaat, founder Twinfield and Director Business Innovations Wolters Kluwer Tax & Accounting Europe
The Profit Advisor clearly explains the challenge that both business owners and their accountants face in working together. Technology is changing rapidly and constantly. Business is moving faster than ever. Accountants must move quickly too to provide their clients with relevant information to guide them towards profitability. Having been on this journey myself with my accounting practice, this book helped me refine my product offerings to ensure we are meeting our clients’ needs and are helping them to achieve their profit goals. This book is easy to read and will give you the steps necessary to move you down the advisory path quickly.
– Cyndi Thomason, CEO/Founder bookskeep, USA
In The Profit Advisor Femke builds four foundational pillars for the future of the accounting profession. Accounts production is the beginning of the conversation with the client, not the end. To be an outstanding advisor, you have to be emotionally and proactively invested in your client's goals. The client's understanding of how you can help them beyond the basics cannot be assumed, they need to be educated on an ongoing basis.
For an advisor to reach their own goals, they must be intentional and specific in their planning. This is the first time I have read a book which brings together all the aspects required for a 21st century accounting professional to thrive rather than survive, as standard.
Most importantly, the book challenges the reader to act and then provides a framework for doing exactly that, which is critical for any professional looking to escape 'The Compliance Trap'.
– Martin Bissett, Founder - The Upward Spiral Partnership Ltd, United Kingdom
I‘m a raving superfan. This book is a MUST for all financial advisors, especially tax experts, who crave to become a trusted advisor for their customers. Embrace the opportunities, that come with the development of artificial intelligence - start your journey now and help your customers to grow a healthy, thriving and profitable business. It’s all laid out in this book - step by step!
– Benita Königbauer, Steuerberaterin, Germany
Understanding the value you can provide for your clients once you move past your traditional role and into the advisory role is hard to imagine unless you’ve done it - until now. Femke walks you through the process in a way that’s clear, easy to follow and realistic. The needs of the entrepreneur are changing and if you’re not positioned to partner with your clients as their trusted and much needed advisor, you’re falling behind. I would urge you to read and implement everything she teaches in this book now!
– Lisa Campbell, CPB, CPFP, Profit Strategist, The Marcam Group, Canada
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