Small business owners today want more than compliance - they want strategic financial guidance to help them grow and make better business decisions. That’s where CFO and advisory services come in.

So, how do you shift from being seen as “just the bookkeeper” or “the tax person” to becoming a trusted financial advisor?

Vanessa Bosnich sits down with business mentor and strategist, Andrew Robertson (TwentySix Group), to uncover practical ways to:

✅ Confidently position, package, and deliver high-value CFO style services to your existing clients
✅ Overcome common challenges when transitioning into advisory
✅ Build credibility and trust as a strategic partner in your clients’ success

Whether you’re just starting your advisory journey or looking to refine your existing offering, this session will give you actionable steps to elevate your practice and deliver greater impact.