Episode 292: How to spot Opportunities for your clients with James Webb of Pulse

Today on The Bookkeepers' Podcast, Jo and Zoe will be be joined by James Webb. With 20 years experience in Financial Services ranging from Start ups to corporate Banks, James has a real understanding of what customers need and creating value relationships. The last 5 years have seen him create leading partnerships including national companies where a real mutual benefit is formed. Over the last 2 years, James has taken Pulse to market and been a key figure in the growth of both partnerships and SME’s benefitting from the insights that Pulse has provided. What Listeners Will Learn: How bookkeepers can use data to provide more value to their clients The benefits of setting goals and tracking financial progress with clients Practical steps to begin offering advisory services Key features of Pulse and how it helps bookkeepers spot business trends Visit the Pulse website to learn more or book a demo. Listeners are also encouraged to subscribe to the podcast, leave a review, and share it with other bookkeepers looking to expand their services. ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.