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From Vet Tech to Bookkeeping: Amy’s story about animals and passion for numbers

Amy Wagner is a certified veterinary technician turned fractional CFO. She founded Elite Bookkeeping Services in 2020 in southwest Florida, with the mission to empower seven-figure veterinary clinics to secure greater profits for their financial futures. Her passion for animals and numbers brought her to this point where her Financial Freedom plan helps veterinary clinic owners achieve their financial goals. Read on to learn more about how Amy and her dedicated team help their clients achieve financial success.

Amy Wagner, founder of Elite Bookkeeping Services

How did you build your niche customer base?

My valued clients are visionary veterinary clinic owners who understand the significance of financial stability in the ever-evolving world of pet care. They’re not just looking for a bookkeeper; they’re seeking a strategic partner to navigate the complexities of their business finances.

Most of my esteemed clients have discovered my services through the power of word-of-mouth referrals. It’s a testament to the trust and results I’ve built over time. They’ve seen firsthand how my 7 Steps to Financial Freedom plan can transform their clinics into thriving, financially secure enterprises.

I’m proud to work with these forward-thinking professionals, and I’m committed to helping them achieve their financial aspirations.

A veterinarian is taking care of a dog

“They’re not just looking for a bookkeeper; they’re seeking a strategic partner to navigate the complexities of their business finances.”

What does the sales process look like in your business?

In my business, sales follow a structured process to ensure mutual fit. It begins with a pre-qualifying questionnaire to gauge compatibility. If aligned, we have a call to discuss their pain points and goals. I then conduct a Quickbooks diagnostic review and follow up with findings. We explore pricing options based on their needs. Once we’ve reached an agreement, I send an engagement letter and payment details to begin our collaboration.

Cat kegs on money papers

Have you noticed any changes in this space since you started?

A key trend in my business is the increasing demand among veterinary clinic owners for comprehensive financial guidance. They want more than just tax-compliant books–they seek insights into what their numbers mean, help in achieving their business goals, and a financial partner focused on future strategies rather than just past reports. This trend highlights the growing recognition of proactive financial planning.

“Two strategies that have significantly benefited my business are nurturing word-of-mouth referrals and leveraging educational content marketing.”

Are there specific strategies that helped you succeed?

Two strategies that have significantly benefited my business are nurturing word-of-mouth referrals and leveraging educational content marketing.

Nurturing word-of-mouth referrals involves fostering strong relationships with my existing clients and consistently delivering exceptional service. Satisfied clients often become enthusiastic advocates, which has led to a steady stream of new leads and inquiries.

Educational content marketing, primarily through my Facebook page, has positioned me as an authority in my niche. By regularly sharing valuable insights and knowledge related to financial management for veterinary clinics, I’ve attracted potential clients who appreciate my expertise. This approach has not only increased my visibility but also built trust among my audience, resulting in a higher conversion rate of inquiries into actual clients.

A veterinarian is holding a rabbit

“Satisfied clients often become enthusiastic advocates, which has led to a steady stream of new leads and inquiries.”

What advice would you give to your past self before opening your own business?

I’d advise my past self to choose a more specific business name that clearly emphasized my niche, which is serving veterinary clinics, and the services I offer, such as fractional CFO and bookkeeping. Additionally, opting for a shorter domain would have made it easier for clients to find me online. Looking ahead, I’m considering a rebranding effort to align more closely with my core focus and improve my business’s visibility in the future.

 

 

Amy Wagner, founder of Elite Bookkeeping Services, located in Cape Coral, Florida.

*The purpose of this page is solely to provide information and should not be considered as financial advice.
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