We spoke to John Koloch, founder of GeneralCents Accounting to hear about how he uses Clockwork’s forecasting tools to help his clients secure their businesses so they can confidently reach their goals.
Key Lessons from an Advisor
John shares his journey of becoming an Advisor after working in Corporate finance and the key lessons he's learned along the way.
Lay the foundation
The ultimate goal is to shift clients from a hindsight perspective to foresight while removing the financial stress and uncertainty that comes with running a business. Initially, that takes laying a foundation of bookkeeping and data integrity, from there we can shift into budgeting, forecasting, and ultimately giving them visibility into the future of their business.
Use visual aids
Clients struggle to understand their position without visuals to go along with it, but once they saw where they were heading with Clockwork they become much more open to taking advice and engaging with their options.
John shares an awesome story about helping saving a client's business and helping them save $280,000 using Clockwork.
For more insights on how John is using Clockwork to help his clients be sure to listen to the full interview above!
Want to connect with John?
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