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Strategic Advisor Blog

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

The Road to Strategic Advising Services

[fa icon="calendar'] Wed, Jul 25, 2018 / by Kathy Gregory posted in Strategic Advisor Method

Avoiding the potholes

Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. Having a regular routine can make all the difference.

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Do Visuals Really Trump Text?

[fa icon="calendar'] Mon, Jul 16, 2018 / by Noah Parsons posted in Growth & Productivity

We’ve all sat through that horrible powerpoint presentation that’s nothing but bullets in 10 point font.

It’s not just boring—it’s mind-numbing. The information presented is usually hard to understand and nearly impossible to remember.

And it’s not just elevator pitch-type presentations that suffer this malady. When you get that stack of financial reports or that huge Excel file that’s nothing but numbers, most us of tend to tune out.

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3 Observations From Scaling New Heights

[fa icon="calendar'] Fri, Jun 29, 2018 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

Scaling New Heights 2018 was a great experience! It’s always a true pleasure talking with customers face to face and reconnecting with industry peers. It’s also fascinating to see how the industry is growing and shifting year over year. This year there were a few big takeaways for me.

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You Asked, We Delivered: New LivePlan Features for Strategic Advising

[fa icon="calendar'] Fri, Jun 15, 2018 / by Sabrina Parsons posted in Reporting & KPIs , Financial Modeling & Forecasting , Growth & Productivity

The accounting industry has seen rapid growth and change in the last five years. The message to accountants is clear: client advisory services are the focus.

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Strategic Advising and the Future of Accounting with Ian Vacin

[fa icon="calendar'] Wed, May 30, 2018 / by Kathy Gregory posted in Growth & Productivity

When I decided it would be good to align LivePlan’s method for advisory services with a workflow toolset, I wasn’t sure where I would begin. Then I met Ian Vacin, VP of partnerships and education at Karbon (and known accounting industry thought leader).

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LivePlan’s Scoreboard Becomes Dashboard: Packaged Reports for Advisory Services

[fa icon="calendar'] Wed, May 23, 2018 / by Noah Parsons posted in Reporting & KPIs

LivePlan has released the first of what will be a series of updates to our reporting and forecasting features: LivePlan’s Scoreboard has become the Dashboard.

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How to Value Price Advisory Services

[fa icon="calendar'] Fri, Apr 27, 2018 / by Mark Wickersham FCA posted in Growth & Productivity

Helping a client to build a more profitable and successful business is one of the most valuable things we can do. It would be crazy to price this work based on time—that would leave too much money on the table.

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Drowning In The Message: Why A Process for Advisory Is The Answer

[fa icon="calendar'] Mon, Apr 16, 2018 / by Kathy Gregory posted in Strategic Advisor Method

I wrote this very first blog post for the Strategic Advisor blog back in July of 2016, right after Scaling New Heights, and a series of accounting conferences and industry meetings. It was true then, and two years later it is still true—except now I know more! With tax season just ending, it’s a good time to reintroduce this article with updates. Two years later, we are still drowning in the message!

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How Strategic Advising Services are the Core of a Niche Bookkeeping or Accounting Practice

[fa icon="calendar'] Fri, Mar 30, 2018 / by David Leary posted in Growth & Productivity

If you are reading this, you probably are already offering Strategic Advising Services, or researching the topic for your firm. Some of you may already be using the LivePlan Method for Strategic Advising.

I’m guessing that you also have a desire to move from being just a historian for your clients’ small businesses to someone that provides more value, and helps small business succeed, which ultimately will lead to more value for you (e.g. more revenue for your practice).

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How to Sell Advisory Services With Confidence (and How Not To)

[fa icon="calendar'] Wed, Mar 28, 2018 / by Christa Carter posted in Growth & Productivity

As Geoffrey James so eloquently explains in this article, “Selling is the process of making dreams come true." And even though this is absolutely true (or maybe because of this), many accountants are still very uncomfortable with the notion of “selling." They find it off-putting, or difficult at best.

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How to Optimize Your Strategic Advising Website

[fa icon="calendar'] Wed, Mar 7, 2018 / by John Procopio posted in Growth & Productivity

This article on website optimization is pulled from LivePlan’s Best Practice webinar on sales and marketing for your accounting firm. Our own marketing director John Procopio offers concrete advice for assessing your website, and he offers a two-step checklist for implementing changes.

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Why Process Matters to the Success of Your Accounting Firm

[fa icon="calendar'] Tue, Feb 27, 2018 / by Laura Redmond posted in Growth & Productivity

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and one that is thriving.

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The Secret to Boosting Your Appointment Bookings Via Social Media

[fa icon="calendar'] Wed, Feb 14, 2018 / by Anati Zubia posted in Growth & Productivity

There’s no doubt social media sites are marching forward in their quest to take over the rest of the internet. Once a repository for news feeds, career advice, and silly cat memes, social sites are now going toe-to-toe with more traditional channels for their share of the advertising and ecommerce spoils.

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Forecasting Versus Budgeting: What’s the Difference?

[fa icon="calendar'] Wed, Jan 31, 2018 / by Kathy Gregory posted in Financial Modeling & Forecasting

It’s the question I get asked the most by accountants who are thinking about branching into Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?"

The answer is both simple and complex, and has a lot to do with the real value of advisory services, which is aiding small business growth.

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12 Successful, Happy Entrepreneurs Share Their Daily Habits

[fa icon="calendar'] Thu, Jan 18, 2018 / by Briana Morgaine posted in Growth & Productivity

A few months ago, I finally bit the bullet and bought a Fitbit.

I’m a runner and general exerciser; I figured I was “active enough,” so I never really saw the appeal. However, one of my recent goals has been to integrate walks into my daily routine, and I assumed (correctly) that some fun wearable tech would make it easier to build this habit.

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