Start with one clear, high-impact offer, such as helping small businesses track expenses, manage cash flow, or reduce tax liabilities.

Focus on a specific result, for example, "Cut unnecessary expenses by 15 percent in 30 days."

Talk to 3 to 5 potential clients, like freelancers or boutique business owners. Ask about their biggest financial pain points. Listen carefully, then refine your service based on their needs.

Use free tools like Google Sheets, Notion, or Wave Accounting to deliver your service efficiently and keep costs low.

Then, productize one key part of your offer. For example:

"1-hour Expense Audit"
I will review the last 3 months of your business expenses and show you how to save between ₹10,000 to ₹25,000 per month.

This kind of fixed-scope service is easy to sell, builds credibility, and often leads to larger engagements. You can even templatize or semi-automate parts of it to scale later.

Stay consistent, focus on delivering clear value, and your firm will grow through word of mouth and results.

Hope it helps.

I suggest that You should Know why your business exists.

Define your mission, values, and who you want to serve.
Identify your target clients (age, gender, needs, challenges).

Create services that solve their problems or desires.
If You seek more clarity You can request a session with me dear .

https://clarity.fm/amritaagopal

First and foremost, the business must be run with moral and financial integrity.

After that, the focus has to be on gaining customers.

Under the hood there should be systems and software that cover Finance, HR and Quality control.

Consulting and very much financial consulting is all about trust. You have to have a track record of client engagement and testimonials (start with free or discount work to get these).

Then you need to be clear around your business process, what is unique and what is common. Focus on making your unique value proposition key and why you are you are better than the viable alternatives in your market (for your target personas). Secure early adopters and learn from them. Then it all marketing and sales to get the early majority.

Once up and running in the late majority tipping point you then need a great CFO or COO to run it like any other business with solid, consistent returns.

Hello! Running a successful financial consulting firm requires a combination of strategic planning, financial expertise, and strong client relationships. Here are the key steps to start and run your firm effectively:

1. Develop a clear business plan:
Outline your services, target market, pricing strategy, and growth goals. A solid plan guides your decisions and attracts investors or partners.

2. Obtain necessary certifications and licenses:
Ensure you meet all legal requirements to operate a financial consulting business in your region.

3. Build a strong team:
Hire or partner with professionals who have expertise in accounting, finance, tax, and compliance to provide comprehensive services.

4. Define your unique value proposition:
What makes your firm different? Specialized industry knowledge, personalized service, or innovative financial tools?

5. Invest in marketing and networking:
Use digital marketing, attend industry events, and build relationships with potential clients and referral partners.

6. Implement efficient systems:
Use financial software and CRM tools to manage clients, projects, and billing efficiently.

7. Focus on client satisfaction and trust:
Deliver accurate, timely advice, and build long-term relationships based on integrity.