EP469: Holly Corcoran - How Bookkeepers Can Build Strong Partnerships With CPAs

“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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