Cash Advisory Services from Bookkeeping Practices

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Cash Advisory Services from Bookkeeping Practices

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

Accounting Firm Acquisition ARBITRAGE Opportunities

Host: Jason Staats

Timestamp: 00:19:15 - 00:20:41

Listen to Episode • View Podcast • All Ideas from Jason On Firms Podcast

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Feather Flow

Direct Quote

"Getting your fingers into bill pay to then sell cash advisory? That is an A."

Market Gap

Businesses need better cash flow management solutions.

Many small businesses struggle with cash flow management, which affects their ability to make timely payments and investments. Traditional bookkeeping services often do not provide the proactive insights needed for effective cash management. This gap creates an opportunity for firms to offer cash advisory services alongside bookkeeping. By providing detailed cash flow projections and advisement, firms can help their clients navigate financial challenges more efficiently. This service not only enhances client value but also opens up new revenue streams for the firm.

Summary

This business idea focuses on bookkeeping practices expanding their offerings by providing cash advisory services. By acquiring a bookkeeping practice, entrepreneurs can layer in advisory services that help clients manage their cash flow effectively. This involves offering cash projections and financial insights, which are critical for small businesses facing cash constraints. The entrepreneur would need to develop expertise in financial forecasting and advisory roles to ensure clients receive valuable advice. This approach can substantially increase the firm's revenue by transitioning clients from standard bookkeeping to higher-value advisory services.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$3,000 - $6,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $60,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
6/10
Feasibility
7/10
Market Potential
8/10
Evidence
6/10
Overall
7/10
Found on September 24, 2025 • Analyzed on September 24, 2025 8:00 AM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

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Technical Strategy:

  • Start with no-code tools for rapid prototyping
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2:37 PM

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