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The Bookkeeper Mistake That Makes Advisory Impossible

The Bookkeeper Mistake That Makes Advisory Impossible

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 So you keep hearing that you need to offer an advisory service, but what do you need to do before you can even offer that service? In this episode, we dive into the fundamentals of setting up an advisory service with Kieran Lotze from SYFT. Kieran shares insights on how to integrate analytics into your workflow and the importance of data health. With the right tools, you can transform your bookkeeping practice and provide immense value to your clients. Ps. If this podcast got you thinking, we'd love for you to join our upcoming three-part workshop series with Syft. It starts on 11th May, with replays available if you can't join live. Register here ➡️ https://resources.6figurebookkeeper.com/syft Activate Syft ➡️ https://www.xero.com/uk/syft-from-xero/ About Syft ➡️ https://www.syftanalytics.com/ ------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------- 00:00:00 - Introduction 00:00:19 - Guest Introduction 00:00:46 - Kieran's Role at SYFT 00:01:39 - Kieran's Background 00:02:41 - What is SIFT? 00:05:00 - Kieran's Connection to SYFT 00:06:09 - Data Health and Advisory 00:07:10 - The Importance of Data Health 00:11:53 - The Impact of AI and Automation on Data Health 00:15:14 - Empowerment through Knowledge 00:16:42 - The Role of Xero in Data Health 00:16:51 - Efficiency through Automation 00:17:17 - The Importance of Receipt Management 00:18:40 - SIFT Review: Anomaly and Data Health Detection Tool 00:19:32 - The Value of Real-Time Data 00:20:04 - Understanding the Client's Perspective 00:20:58 - The Importance of Storytelling in Client Communication 00:21:59 - The Journey of a Receipt 00:22:11 - The Impact of Rising Prices 00:22:37 - The Role of Subscriptions in Business Workflow 00:25:34 - The End-to-End Process from a Xero Point of View 00:26:51 - The Difference between Xero Analytics and SYFT Analytics 00:28:15 - The Role of Advisory Services 00:30:11 - Bridging the Gap between Professional and Coaching Services 00:31:27 - The Role of Cash Flow in Business 00:31:51 - Choosing the Right Tools for Your Practice 00:33:41 - The Difference between Xero and SYFT Analytics 00:35:00 - The Value of SIFT for Your Practice 00:37:21 - The Importance of Testing and Choosing the Right Tools 00:40:03 - Upcoming SIFT Series Announcement 00:41:07 - The Success Story of an Accountant Using SYFT 00:42:22 - Connecting with Kieran and SYFT #bookkeeper
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