Webinar Recording: LivePlan 101 for Advisors
[fa icon="calendar'] Mon, Jan 11, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars
4 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 MoreWebinar 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.
Read MoreWebinar 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.
Read MoreCash 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?
Read MoreWebinar 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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