“Go out, stick your hand out, say hello and start talking. It's not easy, but over time it becomes easier and it's definitely worthwhile just creating the relationships either virtually or physically in the community.”
-Holly Corcoran
Holly Corcoran, owner and CEO of Corcoran Business Advisory Services, shares her journey from running a traditional CPA firm to launching a virtual, advisory-focused business that specializes in veterinary practices. She explains why she chose this niche, the value of niching down, and the importance of collaboration between bookkeepers and accountants.
In this episode, you’ll also learn…
- Why collaboration between bookkeepers & CPAs leads to better client outcomes
- What bookkeepers can do to build strong, lasting partnerships with accounting firms
- The benefits of focusing on a specific niche like veterinary practices
To learn more about Holly, click here.
Connect with her on LinkedIn.
Time Stamp
00:22 – Holly‘s transition from traditional CPA to advisory work
01:41 – How Holly got into veterinary advisory
03:41 – Benefits of niching & the unique needs of veterinary clients
06:10 – Developing branding, virtual practice setup & publishing her book
07:16 – Role of bookkeepers in Holly’s advisory model & collaborative opportunities
09:02 – Key qualities of a good bookkeeping partner & working relationship dynamics
11:30 – Red flags bookkeepers should watch for when partnering with CPAs
13:42 – Virtual firm structure & plans for national exposure in the veterinary space
16:07 – Holly’s strategy for outreach & educational webinars
17:56 – Perceptions and misconceptions between CPAs & bookkeepers
20:42 – The value of outsourcing, avoiding DIY traps & preventing fraud
24:44 – Encouragement for bookkeepers to connect with CPAs & overcome intimidation
27:20 – Final thoughts on consistency, outreach & building strategic relationships
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