Although I now work for the accounting industry, I once owned and managed my own business. I was good at what I did, but when it came to managing the back end, tax and finances, I struggled. When I had lots of money I had no one to guide me. When I identified my weaknesses, even mentioned them to my accountant, they did not offer a service to help me (which I might add I could have paid for).
My business created and implemented systems and ideas and the only time I gained any good advice from my accountant was when I went to sell an idea. The initial sum on the table was too low, I called my accountant and offered a percentage of the sale if he could get the price up. He turned up to the meeting, we sat down with the potential buyers, the accountant negotiated and I walked away with a 350% higher price than initially offered and the accountant walked away with $2000 for a one hour meeting.
This is only a small rant on what an accountant can offer a client, don't be afraid, we look up to you as experts in all those areas we can't do or do not want to do. Don't just nudge your clients about possibly helping them more, get excited about it, get them energised about it, paint a picture or share a vision.
This is why I am excited to part of a creating a programme that helps accountants to step into this type of role. Any investment made will be well worth it.
Check it out here.