The Kickoff Meeting — How to Start a Strategic Advising Engagement

[fa icon="calendar'] Fri, Sep 18, 2020 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

So you’ve started offering strategic advising services to clients? Good for you! Your small business clients need your help with business insights and guidance.

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Webinar: Preview of LivePlan's Strategic Advisory Bootcamp

[fa icon="calendar'] Tue, Sep 8, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

Bootcamp is back and better than before! Join us for a special Bootcamp preview and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year's event. 

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What to Expect from LivePlan's Virtual Strategic Advising Bootcamp

[fa icon="calendar'] Wed, Aug 26, 2020 / by Nina Bamberger posted in Business Process for Advisory , Working with Clients , Advice for Your Practice

This year, accountants have been reminded that being nimble, lean, and adapting to change, is essential to their advisory work. Implementing these changes can feel difficult, but with the right system the work becomes scalable and profitable.

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Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising

[fa icon="calendar'] Mon, Aug 24, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

As a strategic advisor, being nimble and productive in your work is essential to the growth and health of your business. Watch our new recorded webinar, hosted by LivePlan and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships. 

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Webinar Recording: How to sell, convert, and kick-off strategic advising services

[fa icon="calendar'] Thu, Jul 23, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

Watch our new recorded webinar for strategic advisors where you will hear from accounting expert Sharon Means, of Redmond Accounting, and industry experts from Aero Workflow, Practice Ignition, and LivePlan

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Cash vs Profits — The Differences Explained

[fa icon="calendar'] Wed, Jul 22, 2020 / by Noah Parsons posted in Business Process for Advisory , Working with Clients , Budgeting and Forecasting

As an accountant for small businesses, the critical differences between cash and profits have been ingrained into your mind. You know that both profitability and cash matter to the health of a business. But your clients are focused on cash, and often ask you, “why doesn’t my cash match my profit?” This informational gap is all too common with advisory relationships—so how do you overcome it, once and for all?

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Webinar: Financial Forecasting, Reporting and Cash Planning

[fa icon="calendar'] Mon, Jul 6, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars

Join us on September 9th for a free webinar exclusively for strategic advisors, where you will learn the basics of financial forecasting in LivePlan. Set up your firm for long-term success with an iterative process that will help drive decision making.

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Webinar Recording: Subscription Revenue Modeling

[fa icon="calendar'] Sun, Jul 5, 2020 / by Joey O'Shaughnessy posted in Strategic Advisor Webinars

Watch our new recorded webinar, for an in depth discussion on how to use LivePlan to effectively forecast subscription-based advisory services for profitability, growth, and consumer retention.

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How To Enrich Your Accounting Career with Strategic Advising

[fa icon="calendar'] Tue, Jun 30, 2020 / by Trevor Betenson posted in Advice for Your Practice

Through 20+ years experience Trevor Betenson has found that a mix of advising and accounting leads to a more impactful career. Learn how he transformed himself into a strategic advisor over the course of his career and how you can do the same.

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How to Sell Advisory Services to Your Clients

[fa icon="calendar'] Wed, Jun 24, 2020 / by Christa Carter posted in Packaging and Selling Advisory

Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth.

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Webinar Recording: Cash and Profit Forecasting for Your SMB Clients

[fa icon="calendar'] Thu, Jun 11, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars

Watch our new recorded webinar for an in depth discussion on cash and profit forecasting where you will learn the basics of forecasting, how to do it in LivePlan, and how to offer the service to your clients in both the best or worst case working conditions.

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How Strategic Advisors Forecast Personnel and Payroll in LivePlan

[fa icon="calendar'] Thu, May 28, 2020 / by Joey O'Shaughnessy posted in Business Process for Advisory , Budgeting and Forecasting

For most small business owners, payroll is the most important payment they will make each month. It’s also very often the largest monthly expense. For so many of your small business owner clients, likely their first monthly cash flow consideration is, “can I make payroll?”

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6 Reasons You Might Not Want to Apply for a PPP or SBA Loan

[fa icon="calendar'] Tue, May 19, 2020 / by Kody Wirth posted in Working with Clients , Paycheck Protection Loan

There are plenty of good reasons to take out a business loan. Maybe you’re looking to purchase new equipment, expand operations, or even increase your working capital over a period of time. With the right planning and reasoning, a business loan is often a necessary step that most business owners will have to take at one point or another.

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Strategic Advising Services: A Step-by-Step Method for Growth

[fa icon="calendar'] Thu, Apr 16, 2020 / by Kathy Gregory posted in Business Process for Advisory

The public accounting industry is changing rapidly, and your clients are turning to you for advice on their business growth challenges and opportunities.

Your firm needs to be able to offer Strategic Advising services confidently and profitably.

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How to Use LivePlan to Manage Cash and Budget for Your Client’s Paycheck Protection Loan

[fa icon="calendar'] Tue, Apr 7, 2020 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

The passing of the $310 billion Paycheck Protection Program (PPP) expansion provides a second round of much-needed relief for small businesses struggling to survive through the COVID-19 crisis. Not only does it help them extend their cash runway, it will help them maintain their staff and cover needed expenses. As a strategic advisor you’ll need to help your small business clients plan for the loan and manage their cashflow.

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Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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