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Strategic Advisor Blog

Content, tips and best practice for the Accountant Strategic Advisor

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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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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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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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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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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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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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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5 Tips For How Accountants Can Win New Clients at Networking Events

[fa icon="calendar'] Mon, May 9, 2016 / by Caroline Cummings posted in Growth & Productivity

Being an accountant or a CPA also requires learning how to sell yourself and your firm’s services. Larger firms typically have someone responsible for marketing and business development, but smaller and one-person firms must know how to do it all if they want to compete and differentiate themselves.

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How Cloud Services Can Differentiate Your Firm

[fa icon="calendar'] Sun, May 1, 2016 / by Sabrina Parsons posted in Growth & Productivity

Businesses both large and small have come to expect that financial information will be accessible at all times and that accounting firms show they’re as tech-savvy as any other profession.

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The Research-Backed Guide to Increasing Office Productivity

[fa icon="calendar'] Sat, Apr 30, 2016 / by Briana Morgaine posted in Growth & Productivity

There are few buzzwords as often rehashed has “productivity.” However, as well-canvassed as the concept of workplace productivity may be, the goal of creating the most productive workplace possible seems sometimes elusive.

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Cash Flow 101: How to Identify and Fix Cash Flow Problems

[fa icon="calendar'] Mon, Apr 25, 2016 / by Tim Berry posted in Growth & Productivity

Though they’re by no means uncommon, cash flow problems can cripple businesses of all sizes, and smaller ones are perhaps more vulnerable. Without access to capital, companies are unable quickly adapt to today’s ever-changing business world. As such, they’re unable to grow.

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Services Businesses Want (but are not getting) From Their Accountant

[fa icon="calendar'] Mon, Apr 18, 2016 / by Caroline Cummings posted in Growth & Productivity

One of the first professional hires many small business owners make is a bookkeeper or accountant to help them handle their payroll and taxes. What most accountants don’t realize is that they are the most under-utilized asset in a small business.

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