On-Demand Event

Bookkeeping Basics for Financial Advisors

When it comes to income, expenses, and everything in between, financial advisors know the ins and outs of their clients’ financial situations like the back of their hand. Their own bookkeeping, however, is often an entirely different story. That’s because keeping good books requires something most advisors lack—time. But here’s the thing—you can’t run a healthy, successful business without having your books in order. If you put your books on the back burner, sooner or later, you're going to get burned. Join Manager of XY Bean Counters (XYBC), Dan Keslin, and XYBC Senior Accountant, Hayley Stewart, as they share their top bookkeeping tips, common bookkeeping mistakes to avoid, and why outsourcing your bookkeeping may be one of the best business decisions you ever make.



Dan Keslin Headshot

Dan Keslin

Hayley Stewart Headshot

Hayley Stewart


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