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Strategic Advisor Blog

Content, tips and best practice for the Accountant Strategic Advisor

11 Angel Investor Blogs You Should Be Reading

[fa icon="calendar'] Mon, Mar 13, 2017 / by Noah Parsons posted in Growth & Productivity

In the business world, angel investors are sometimes equated with actual angels, sent to help us fund what could not otherwise be funded. These guardian angels of innovation are responsible for bringing many new ideas to life.

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Key Performance Indicators Help You Keep Score—But You Still Need a Game Plan

[fa icon="calendar'] Tue, Feb 28, 2017 / by Kathy Gregory posted in Reporting & KPIs

There’s a phrase my athletic coach says all the time that has infiltrated every aspect of my life—well beyond the physical training I do regularly:

“Get comfortable with the uncomfortable.”

This modest sentence has become my rallying cry to myself.

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Boost Your Productivity with 10 Time Management Tips

[fa icon="calendar'] Fri, Feb 17, 2017 / by Sebastien Boyer posted in Growth & Productivity

Have you experienced too many days of mind-numbing work, only to be faced with the realization that you haven’t accomplished a fraction of what you’d intended?

Of course, this happens to everyone occasionally, but if it is becoming a routine occurrence in your life, it’s time to do some sober introspection so that you can make the necessary changes.

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Building Effective Strategic Advising on a Foundation of Client Engagement

[fa icon="calendar'] Tue, Jan 31, 2017 / by Kathy Gregory

“Your first job is to gather data and then present it accurately. However, your second and most important job is to present it clearly and succinctly and help your client/management team make better decisions.” ― Paraphrasing Walter Meigs’ “Accounting: The Basis for Business Decisions,” excerpt from Next Level Accounting, 2016

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How and Why to Integrate Gamification Strategies Into Your Business

[fa icon="calendar'] Mon, Jan 16, 2017 / by Daphne Stanford posted in Growth & Productivity

Gamification can be highly motivating, for both internal employee performance and customer loyalty.

It’s the practice of structuring everyday tasks into a game-like format so as to increase the level of role-playing and point gaining—simulating a game being played—by incorporating goal-setting, integrating online tools, and offering real-time feedback.

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Productize Your Service Offering: The Why and How

[fa icon="calendar'] Mon, Dec 26, 2016 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

I have done financial modeling and forecasting in one way or another for my entire career. I have performed this work for a vast array of business uses: management departments within private companies, project based companies, public companies and their boards, and companies seeking IPO.

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The ROI of High Employee Morale

[fa icon="calendar'] Thu, Dec 15, 2016 / by Daniel Matthews posted in Growth & Productivity

A business is an investment. You want it to succeed. You pour everything you can into it.

But, while you’re ensuring your ROI makes the venture worthwhile, it’s easy to forget one fundamental truth: Employees aren’t an investment—they’re people.

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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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