Advisory call checklist
Introducing our advisory call template for Accountants & Bookkeepers: Your complete guide to feeling confident and calm during advisory or financial MOT calls. It covers the preparation checklist, a fee review, a call template and follow up plan for action, with a structured format for before, during, and after calls. Impress clients with professionalism & confidence. Download now!
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages..