HeyJaredBusiness Advisor Podcast
Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
157. The Advisory Line: What Exactly Is Business Advisory (opens the original)
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What actually is business advisory? If you ask a dozen different accounting professionals, you'll likely get a dozen different answers. Some say it's explaining management accounts; others say it's being available to answer a client's questions about cash flow or profit margins. While those things are incredibly useful, they aren't true advisory—they are just "expertise." In this episode, I'm introducing a core concept from my new book, The Relationship Economy: The Advisory Line. This simple li
156. The Relationship Economy: How to be irreplaceable in the age of AI (opens the original)
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You can feel it happening. Clients are questioning your fees more than ever. Software is getting smarter. AI is accelerating, and basic compliance work is being offshored and outsourced, driving prices down for a service that clients never really wanted to buy in the first place. In this special episode, I'm giving you an exclusive sneak peek inside my new book, The Relationship Economy: How Accounting, Bookkeeping, and Advisory Firms Become Irreplaceable in the Age of AI. We're exploring the da
155. The Grudge Economy And How It Affects The Professions Future (opens the original)
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Have you ever wondered why a client will happily spend thousands on a business coach to help them grow, but expects you to spend an hour talking through the exact same business problem for free? Why do clients who have worked with you for years suddenly question a tiny, inflation-matching increase in your monthly fee? The answer lies in what I call the "Grudge Economy." For decades, the accounting profession has occupied a dangerous position in clients' minds: something they have to buy, rather
154. Why Every Advisor Needs A Brand Story (opens the original)
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You’re probably rolling your eyes right now. A "brand story"? It sounds like something an influencer does, not a serious accountant or bookkeeper. You don't want to write a tear-jerking autobiography or share every painful moment of your life on LinkedIn. I completely agree—because that is not what a brand story is. For most of your career, you haven't needed a story. Compliance work is a logical purchase; clients just want to know if you're qualified, what it costs, and if you can hit the deadl
153. The Client Promise: The Document Every Advisory Relationship Needs (opens the original)
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You take on a new advisory client. You send the proposal, sign the engagement letter, and agree on the deliverables and the price. But then... the unspoken expectations kick in. You expect them to turn up on time and implement your advice; they expect you to remind them. You expect them to communicate if they are struggling; they assume you'll ask if you need to know something. Eventually, these tiny unspoken differences become massive frustrations. You end up chasing them, worrying about them o
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