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Strategic Advisor Blog

Content, tips and best practice for the Accountant Strategic Advisor

The Strategic Advisor's Monthly Planning and Review Meeting

[fa icon="calendar'] Mon, Nov 28, 2016 / by Kathy Gregory posted in Reporting & KPIs , Strategic Advisor Method

If you could change one thing about your business today, what would it be?
Of all the things you sell, which ones are making you money and which ones aren’t? 
Are you on track to be able to give yourself a raise next year?

Do any of those questions get your attention? Would they get the attention of your small business owner clients?

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Thriving As an Introverted Business Owner

[fa icon="calendar'] Mon, Nov 14, 2016 / by Harriet Genever posted in Growth & Productivity

You may think that leadership and introversion don’t go together. Why would anyone blame you? Just take a look at some of the most prominent and successful leaders across history.

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Financial Forecasting: A passion! No, seriously.

[fa icon="calendar'] Thu, Oct 27, 2016 / by Kathy Gregory posted in Financial Modeling & Forecasting , Strategic Advisor Method

The financial forecast is the heart of any successful strategic advising relationship. Many people falsely assume that reporting is the necessary bit, but the forecast is what provides the roadmap and the basis for the advising.

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10 Tips to Improve Business Efficiency

[fa icon="calendar'] Mon, Oct 10, 2016 / by Briana Morgaine posted in Growth & Productivity

Your company is running smoothly enough, but you know things could be better. Sometimes, a project gets hung up a few days too long, or meetings that once felt productive and useful now seem to drag on for hours. It can feel like wheels spinning in the mud, and it’s hard to get that traction back.

How can you fix these kinds of issues?

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Building a Solid Financial Forecast

[fa icon="calendar'] Tue, Sep 27, 2016 / by Kathy Gregory posted in Financial Modeling & Forecasting , Strategic Advisor Method

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 Growth & Productivity

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 Financial Modeling & Forecasting , Strategic Advisor Method

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 Growth & Productivity

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 Strategic Advisor Method

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 Reporting & KPIs

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 Strategic Advisor Method

“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 Financial Modeling & 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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How to Forecast Sales

[fa icon="calendar'] Fri, May 13, 2016 / by Tim Berry posted in Financial Modeling & Forecasting

Sales forecasting is much easier than you think, and much more useful than you imagine. It’s not about guessing the future correctly. We’re human; we don’t do that well. Instead, it’s about assumptions, expectations, drivers, tracking, and management.

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Setting Goals This Year? Should You Bother?

[fa icon="calendar'] Wed, May 11, 2016 / by Harriet Genever posted in Growth & Productivity

Have you ever stopped to think about why we set goals for ourselves? You only have to look at the statistics to realize the odds are stacked against us.

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About Excel and Your Business Plan

[fa icon="calendar'] Tue, May 10, 2016 / by Tim Berry posted in Growth & Productivity

I was just browsing the web with my laptop on a Sunday afternoon, half watching football, when I caught a LinkedIn question about business plan software. “Just use Excel and do your own,” the answer says.

“Yeah, right,” as one of my daughters used to say, rolling her eyes, when she was still a teenager, “and oh, brother.”

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