I always love Jamie’s advice and how she breaks it in to manageable pieces. Thank you, Jamie!
@JamieTrull
7 ай бұрын
Thank you!!!
@fredrickjames1247
Ай бұрын
Greetings Jamie! I just came across your channel a few days ago and I subscribed very quickly after seeing the amazing content you provide. I just started my bookkeeping business in January of this year so I'm routinely searching KZitem for info, tips and tricks etc. One thing I've noticed lately is the popular trend of bookkeepers offering "Fractional CFO" services. This has me perplexed. On one hand I can see the added benefit for myself in offering more services for my clients. However, being I'm not a CPA, I am curious on how this is possible. Would this fall under advisory language and states have an issue? I"m sure the fine print is tailored to tip-toe around this from a legality stand-point. It still seems odd to say the least. Or, am I just viewing this from the wrong aspect and overthinking it? I'm curious on your view of the new trend and if you'd be interested in doing a video explaining this in better detail about Fractional CFO services, specifically bookkeepers offering it. Thank you again for your amazing channel and wonderful content!
@JamieTrull
Ай бұрын
Great question! Bookkeeping is definitely a part of a "CAS" business as they are referred to now, for Client Advisory Services. Fractional CFO, Controller, and FP&A are other related CAS services you could offer, though of course you'd want to study up to make sure you could add value. You wouldn't be doing investment advisory, so I wouldn't think there would be an issue from that regard. Many bookkeeping firms are getting into advisory since that is often what the client truly needs to be successful, and things like software automations (like AI) are going to take a lot of the more task-oriented work. A great conference that is in June each year that I recommend is Scaling New Heights - it actually specifically caters to non-licensed bookkeepers and other practitioners and focuses quite a bit on how to add additional services to your business. Definitely check it out for next year!
@user-ox9bq7ry4t
7 ай бұрын
Good morning, Jamie I was tracking to get the free annual planner but the pages keeps telling me that the page does not exist 😢 Please let me know how I can receive it. Thank you!
@JamieTrull
7 ай бұрын
It should still be there! Try this link: learn.jamietrull.com/financial-planning-workbook
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