EP 425 Jul 2, 2024 9:00:00 AM

EP425: Jeff Bartsch - Telling Your Story: Giving Meaning To The Numbers - Part 1

with Jeff Bartsch

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30-second brief
What if the reason your clients glaze over during reviews has nothing to do with the numbers — and everything to do with the story you're telling? This week, Jeff Bartsch, founder of Story Greenlight and a 20-year Hollywood veteran, joins Michael to unpack why bookkeepers who nail the technical notes still lose the room. You'll hear the four-part story framework that shifts how clients see your value, and the one question that makes financial jargon disappear. If you've ever felt invisible next to the compliance work you deliver, press play on episode 425 before your next client conversation.

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Show notes

“A story is where a character wants something, overcomes obstacles to get it and experiences transformation as a result. Identity, desire, obstacles and transformation. And then we as providers of services and products, we are the guide, we come alongside to help that hero get what they want.”
- Jeff Bartsch

Being a bookkeeper is about more than our ability to do the math. There are plenty of technological solutions to bookkeeping, yet clients continue to hire human bookkeepers because we understand the story of that client’s business. 
 
We can leverage our experience in a way a machine is unable to. We build personal connections with our clients and guide them to success. In this advisory role, lies the true value of a bookkeeper. Someone who can reassure, support and advise in a way that builds connection and empowers clients to make the best of their businesses. 
 
Jeff Bartsch, founder of Story Greenlight is this episode’s featured guest. He has spent his career helping people understand the story of their business and how to tell it successfully. In this first of a two-episode special, Michael and Jeff explore ways to build connection with your audience, the power of storytelling and how businesses are transformed when you give the numbers meaning.
 
If you want to connect with your clients more, but don’t feel confident using your knowledge and experience to build deeper relationships, then this is the episode for you!
 
During this interview, you'll learn...
 
  • The power of giving meaning to the numbers
  • How to tell your story successfully
  • The importance of building genuine connections

To find out more about Jeff, click this link.
 
Connect with him on LinkedIn.
 
Get your complimentary 1-on-1 coaching with Jeff here.
 
Time Stamps
 
02:12-  Jeff discusses his career journey 
05:55 - Connecting with your audience 
11:39 - Telling your story 
24:24 - Giving meaning to the numbers
30:10 - Delivering for your clients

 

Full transcript

EP425: Jeff Bartsch - Telling Your Story: Giving Meaning To The Numbers - Part 1
EP 425