The Art of Advisory: Deb Halliday's Transition from Bookkeeping
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The Art of Advisory: Deb Halliday's Transition from Bookkeeping
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About this listen
In this episode, Deb Halliday shares her journey from becoming a retail manager at just 19 to building a successful bookkeeping and advisory business. Drawing on her early leadership experience, Deb explains how education, empowerment, and strong systems have shaped her approach to working with clients.
Deb also reveals how discovering Profit First transformed her business model, moving her away from hourly, compliance-led bookkeeping into high-value advisory work. By focusing on financial clarity and client education, she’s helped business owners make better decisions while creating scalable training resources that benefit both clients and accountants.
This conversation is packed with practical insights for bookkeepers, accountants and business owners who want to move beyond the numbers and deliver real financial impact.