Making the Leap to the Consultative Model with Lisa Campbell

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Show Summary

First things first: What do you really need to know, and more importantly, do, before you take on the consultative role for your clients?  Lisa Campbell shares the process on this  episode of The Grow My Accounting Practice Podcast.

Our Guest

I’m a Certified Professional Bookkeeper through IPBC (Institute of Professional Bookkeepers of Canada), Certified Advanced Proadvisor for QBO, Certified Master Profit First Professional. I actively participate in professional social media groups sharing my journey from technician to strategist and have recently started a mentoring program for other bookkeepers who want to do the same.

Show Links

Websites:  marcam.ca

Website:  7stepstoscale.com

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.

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