The Advisory Edge
Loom, AI & Next-Level Delivery
📆 Date: Tuesday, September 30, 2025
⏰ Time: 11:00 am Pacific / 2:00 pm EasternÂ
đź“ŤLocation: ZoomÂ
Join Alyssa Lang (Workflow Queen) and Serena Shoup (Ambitious Bookkeeper) for a live workshop that will completely change the way you deliver reports to your clients.
You’ll learn how to elevate client communication with Loom video reviews and explore high-level ways AI can support your process—giving clients a taste of advisory while creating natural opportunities to upsell into ongoing services.
From this 90-Minute Workshop, you'll walk away with:
- clear examples
- proven frameworks
- and practical strategiesÂ
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that you can use on your clients right away—so you can deepen client relationships and confidently increase your fees.
Will there be a replay if I can't make it live?
Do I need to prepare anything before the workshop?
Will you be teaching advisory on the workshop?
Who is this workshop for?
What if I don't use Loom?
Disclaimer
By purchasing this workshop, you agree to be added to both Workflow Queen and Ambitious Bookkeeper email lists. You’ll receive updates, resources, and occasional promotional content from both brands. You may unsubscribe at any time.
The content shared in this workshop is for educational purposes only and does not constitute financial, legal, or business advice. Workflow Queen and Ambitious Bookkeeper are not liable for how you choose to apply this information in your own business or with your clients. You are solely responsible for ensuring compliance with professional standards and regulations.
