Transitioning from Traditional Accounting to Consultative with Maureen Weick

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Show Summary

Today we interview Maureen Weick, owner of a small bookkeeping practice that is moving from a traditional accounting model to a consultative one… and the transition is not easy. Maureen shares her struggles as she tries to move out of the hourly model and some of her plans to do so. In this episode you’ll discover some insights to help navigate this type of transition, realizing that even though this is the direction we NEED to move in, it may not be the easiest one. For this weeks GMAP NOW task here are the 5 questions you need to ask to become more consultative to your customers:

  1. Have you ever…?
  2. What if…?
  3. Can you imagine…?
  4. When was the last time…?
  5. Does your competition…?

All of these questions lead your customer to start thinking more around the consultative services you can provide AND causes a more in-depth conversation. Welcome to Episode 44 of Grow My Accounting Practice!

Our Guest 

Maureen Weick

Maureen Weick lives in a rural area in Western Michigan.  She started her business in 1992, sort of by accident; she was helping a friend with his books, then others started asking for help… before she knew it she had a bookkeeping business going.  Maureen specializes in the construction industry servicing about 15 small businesses.  With the evolution of  technology, her business is able to expand beyond her rural area.  

Show Links

LinkedIn: https://www.linkedin.com/in/maureen-weick-90ba3917

Corporate Partners

Receipt-Bank – Software and service to make the gathering, storage & processing of bills, receipts and invoices as easy and as cost effective as possible for businesses.

Nextiva – VOIP phone providers for small businesses.

Fundera – Single source online funding for entrepreneurs. Also offers an adviser program for CPAs, bookkeepers and business coaches.

TSheets – The #1 customer rated time tracking solution!

Fundbox –  the simplest and fastest way to fix your cash flow by advancing payments for your outstanding invoices.

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