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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.

Financial Forecasting: The Foundation of Strategic Advising

[fa icon="calendar'] Sat, Sep 29, 2018 / by Kathy Gregory posted in Financial Modeling & Forecasting , Strategic Advisor Method

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.

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6 Ways New Businesses Can Build Employee Engagement From the Start

[fa icon="calendar'] Wed, Sep 19, 2018 / by Glenn Elliott and Debra Corey posted in Growth & Productivity

When starting a new business, surely your focus needs to be on getting the business and the product up and running. You only have a few employees at most, so there’s nothing to worry about on the “people” front.

Right? Wrong.

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Planning Is a Key Advisory Service—Keep It Personal!

[fa icon="calendar'] Fri, Aug 31, 2018 / by Kathy Gregory posted in Financial Modeling & Forecasting , Strategic Advisor Method

Summer break is ending, and I can feel it.

With three weeks remaining before the beginning of a new school year, there is a need to get it all in! There were big expectations for our summer plan: night time bike rides and star gazing, s’mores, family reading, and pool time. Maybe a trip to the mountains, and if we are applying stretch goals, the ocean too!

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The Ultimate Guide to Collaboration With Your Business Partner

[fa icon="calendar'] Thu, Aug 16, 2018 / by Anthony St. Clair posted in Growth & Productivity

You and your business partner decided to go into business together for a number of reasons—probably in part to leverage each of your strengths so you’re more likely to succeed.

Ongoing collaboration is essential to your mutual success. In this ultimate guide to business partner collaboration, we’ll go over how to improve your collaboration and communication skills so you can grow your business together.

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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 Strategic Advisor Method , Growth & Productivity

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 Financial Modeling & Forecasting , Reporting & KPIs , 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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