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Strategic Advisor Blog

Content, tips and best practice for the Accountant Strategic Advisor

Building a Solid Financial Forecast

[fa icon="calendar'] Tue, Sep 27, 2016 / by Kathy Gregory posted in Forecasting

A well-built structure relies on a solid foundation. This is obvious. What might not be as obvious is that a well-built financial forecast also relies on a solid foundation. What is the foundation of the financial forecast? Let’s start by examining what it is not.

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Manage Your Clients’ Expectations in 3 Easy Steps

[fa icon="calendar'] Mon, Sep 12, 2016 / by Daniel Wilhelm posted in Productivity Tips

Managing expectations can definitely be a balancing act.

Managing expectations is an aspect of business that is often overlooked while establishing client relationships. When clients are not briefed at the outset, or request changes further down the line, there is a tendency to over-commit and take on more work than is really feasible.

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The Business Plan: Make It Personal

[fa icon="calendar'] Mon, Aug 29, 2016 / by Kathy Gregory posted in Forecasting , Productivity Tips

Summer break is ending, and I can feel it.

With three weeks remaining before the beginning of a new school year, there is a need to get it all in! There were big expectations for summer: night time bike rides and star gazing, s’mores, family reading, and pool time. Because we live in the heart of the Willamette Valley in Oregon, trips to the coast and to the mountains are a requirement.

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How a Small Business Can Compete With the Big Guys at SEO

[fa icon="calendar'] Fri, Aug 12, 2016 / by Brad Shorr posted in Productivity Tips

You’re running a small business. You’d dearly love to have high visibility on Google for organic search engine traffic and leads—but you’re being overwhelmed by big competitors with deep pockets and an army of Search Engine Optimization (SEO) specialists at their disposal.

Cheer up! You can still win at SEO, but you have to be smart—very smart—about how you deploy your resources.

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The Road to Strategic Advising

[fa icon="calendar'] Fri, Jul 29, 2016 / by Kathy Gregory posted in Productivity Tips

Avoiding the potholes

It’s summer break now, and I have an 8 year old. This means summer camps and evening bike rides, and s'mores. It also means our standard daily routine is thrown to the wind! I love summer, but I also love the efficiency of the standard morning routine. I make the lunches, my husband feeds the dog, and our daughter complains about breakfast. Normal, right?!

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Lite Paper: Small Business Owners Seek Better Cash Flow Forecasting

[fa icon="calendar'] Fri, Jul 22, 2016 / by LivePlan posted in Forecasting

When small business finance managers are asked to name the top challenges they face, they point to the inability to forecast results and manage cash flow as their most pressing concerns. Even those in charge of finance at SMB’s struggle with revenue forecasting and cash flow management.

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Drowning In The Message - Why Process Matters

[fa icon="calendar'] Thu, Jun 30, 2016 / by Kathy Gregory posted in Productivity Tips

“Become the Firm of the Future - hurry up!!”

This is what I hear at every trade show, in every industry-based newsletter, and in every other type of messaging to accountants right now. “The industry is changing - be a Trusted Advisor! Do it right away!”

That’s great, and I believe it. But it feels as though the industry is drowning in this message. How do we actually get there? The answer involves your business processes.

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What Makes a Sales Forecast Credible?

[fa icon="calendar'] Wed, Jun 15, 2016 / by Tim Berry posted in Forecasting

So for me, what makes a sales forecast credible?

It starts with product market fit. I want to understand the story of the need, and not necessarily big numbers, but who needs this and why.

That’s the beginning.

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