CPDStore

Many believe tax is the backbone of a thriving practice, but in reality, you can build a highly successful and sustainable bookkeeping business without making tax your main offering. This session is designed to help you understand why a bookkeeping-first approach is more relevant than ever, given the rising demand for compliance, real-time financial insights, and client support beyond annual tax deadlines. By attending, you’ll discover how this shift can boost your value to clients, enhance your business reputation, and create more stable, long-term client relationships.

In this session Lara Manton will cover the following topics: 

• Building a Bookkeeping-First Value Proposition & Finding Your Niche: How to position your practice as a virtual finance office, not just a tax shop, and identify the right market segments for your strengths.
• Pricing for Profitability: Approaches to value-based and transactional pricing, and how to confidently communicate your fees for ongoing services.
• Working with Accountants & Outsourcing: How to collaborate effectively with tax specialists, structure partnerships, and leverage outsourcing to expand your service capacity.
• Client Retention & Relationship Management: Proven methods to keep clients engaged and loyal, even when tax isn’t your primary offering.
• Compliance & Advisory Beyond Tax: Tools for staying ahead of regulatory requirements and offering process improvement, automation, and actionable business insights.

By attending this session, you will learn how to grow a high-value bookkeeping practice, find your ideal niche, set profitable pricing, work effectively with accountants and outsourcing partners, and deliver ongoing value beyond tax. You’ll leave ready to position yourself as an indispensable partner to your clients.

This session is most relevant to bookkeepers, practice owners, virtual finance professionals, and accountants who want to diversify or refocus their service offerings away from tax. 

Course level: Foundation