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Strategic Advisor Blog

Content, tips and best practice for the Accountant Strategic Advisor

Gheen & Company and LivePlan:  Part 1

[fa icon="calendar'] Thu, Apr 27, 2017 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

Luke Gheen is the owner and CEO of the CPA firm Gheen & Co. in Colorado Springs, CO. He has built his firm from the ground up, over the last seven years, by listening to peers, forming strategic partnerships, and always with very careful planning and an eye to the future. I worked with Gheen during the winter of 2016/17 on a custom implementation of the LivePlan Method for Strategic Advising. This series of four blog posts tells that story.

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Planning Principle: It’s Business Planning, Not Accounting

[fa icon="calendar'] Fri, Apr 14, 2017 / by Tim Berry posted in Financial Modeling & Forecasting , Strategic Advisor Method

It’s business planning not accounting. Your projections, although they look like accounting statements, are just projections. They are always going to be off one way or another, and their purpose isn’t guessing the future exactly right, but rather setting down expectations and connecting the links between spending and revenue.

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Strategic Advising: Your Happiness at Work

[fa icon="calendar'] Mon, Mar 27, 2017 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

I’ve done a lot of writing about how to do the work of Strategic Advising, but in this post I want to emphasize how it should feel. The question is this: Are you happy at work? Do you find satisfaction in your work days? Are you sure?

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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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