Join us on Thurs. March 4th and see how LivePlan works for forecasting, reporting and strategic advising.
Read MoreWebinar: LivePlan 101 Forecasting, Cash Planning and Reporting for Advisors
[fa icon="calendar'] Fri, Feb 19, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars
Overcoming Inbox Anxiety
[fa icon="calendar'] Wed, Feb 17, 2021 / by Madeline Pratt posted in Working with Clients , Advice for Your Practice
Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.
Read MoreThe Most Important Skill of a Strategic Advisor Isn’t What You Think It Is
[fa icon="calendar'] Fri, Jan 29, 2021 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice
Building your advisory practice is a journey. You may still be trying to find ways to charge for advice that you’ve been offering so far for free, or you may be selling bundled, fixed fee advisory services now. Either way, at this time, the demands being placed on you and the work that you’re doing in response, is new and unique.
Read MoreHow to Use LivePlan to Manage Cash and Budget for Your Client’s Paycheck Protection Loan
[fa icon="calendar'] Wed, Jan 27, 2021 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice
Paycheck Protection Loan Update:
Congress has passed a third round of stimulus that goes into effect the week of January 11th. This includes $284 billion in relief funds for small businesses to be made available through the Paycheck Protection Program (PPP) and a slew of updates for the Economic Injury Disaster Loan (EIDL) program that go into effect on January 15, 2021.
The Importance of Financial Forecasting for Your Clients In Crisis
[fa icon="calendar'] Mon, Jan 25, 2021 / by Kathy Gregory posted in Working with Clients , Budgeting and Forecasting , Advice for Your Practice
When small business owners are stressed from financial uncertainty they need information from their accountant that will help them from feeling blind-sided by unknowns, and enable them to forge a clear path forward.
Read More4 Best Virtual Event Platforms to Consider in 2021
[fa icon="calendar'] Thu, Dec 17, 2020 / by Joey O'Shaughnessy posted in Growth & Productivity
Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users.
Read MoreLivePlan’s Bootcamp for Strategic Advising: How it Started, How it’s Going
[fa icon="calendar'] Wed, Nov 25, 2020 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients
The accounting profession is filled with amazing people! Accountants are smart (obviously), generous, hard-working (oh-so), and social (who knew?)! And last but not least, they really like to learn.
Read MoreWebinar Recording: Reviewing 2020 in Accounting—an expert panel
[fa icon="calendar'] Mon, Nov 23, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars
To recap on a year like no other and to look ahead to 2021, Kathy Gregory joined a panel of experts from across the global accounting profession in this webinar that was hosted by Karbon.
Read MoreWhy Financial Forecasting is the Foundation of Successful Strategic Advising
[fa icon="calendar'] Fri, Oct 30, 2020 / by Kathy Gregory posted in Business Process for Advisory , Budgeting and Forecasting
A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services.
Webinar Recording: See how Aero and LivePlan work together to deliver advisory
[fa icon="calendar'] Fri, Oct 30, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars
If your practice is looking for a way to get more organized and scalable delivering strategic advising, watch our recorded webinar to see how Aero + LivePlan can help.
Read MoreWebinar Recording: Email Best Practices to Save Time & Increase Client Satisfaction
[fa icon="calendar'] Thu, Oct 15, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars
Learn how to take the headache out of managing client email so your whole team can stay organized, respond to clients quickly, focus on billable work, and provide excellent service.
Read MoreThe 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.
Read MoreWebinar Recording: Financial Forecasting, Reporting and Cash Planning
[fa icon="calendar'] Fri, Sep 11, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars
Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.
Read MoreWebinar Recording: 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! Watch 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.
Read MoreWhat 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.
Read More