Kathy Gregory

Kathy Gregory has 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

Recent Posts

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 July 16th for an exclusive webinar 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: 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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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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The Importance of Financial Forecasting for Your Clients In Crisis

[fa icon="calendar'] Tue, Mar 31, 2020 / 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.

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An Accountant's Guide to Strategic Advising Services for Small Businesses

[fa icon="calendar'] Wed, Dec 18, 2019 / by Kathy Gregory posted in Packaging and Selling Advisory , Working with Clients , Advice for Your Practice

Strategic advising is a specific type of small business advising service. It focuses on lean business planning, financial forecasting, and monthly financial performance tracking. In the accounting profession, it fits within the umbrella of client advisory services (CAS).

What differentiates strategic advising from other client advisory services is its focus on planning and iterative forecasting as the primary means of measuring and driving small business growth.

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Planning Is a Key Strategic Advising Service—Keep It Personal!

[fa icon="calendar'] Thu, Dec 12, 2019 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

The notion of planning, and adjusting our plan, is a fundamental part of all of our lives. We do it daily, sometimes without even realizing it, on things both big and small. Planning for retirement? Planning a vacation? Planning for next month’s grocery bill?

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The Road to Strategic Advising Services: Implementation and Pricing

[fa icon="calendar'] Fri, Dec 6, 2019 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory

Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. The LivePlan Method is a business process and pricing model for strategic advising services.

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How to Use Key Performance Indicators in Strategic Advising

[fa icon="calendar'] Wed, Nov 27, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

“Get comfortable with the uncomfortable.”

This modest sentence is powerful. It’s only in the difficult places that we grow, so the more we can get comfortable with things that make us uncomfortable, the stronger we become.

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How to Prepare and Conduct A Strategic Advising Client Meeting

[fa icon="calendar'] Wed, Oct 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

As a Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth.

Your work should cover questions such as these:

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Growing Businesses Want Strategic Help From Expert Advisors

[fa icon="calendar'] Fri, Jun 14, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Millions of small business owners have used LivePlan products to start their businesses. Every week, we hear stories from small business owners thanking us for helping them develop a business plan and secure funding.

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Advisory Support for Your Small Business Clients: Bplans.com

[fa icon="calendar'] Fri, May 31, 2019 / by Kathy Gregory posted in Working with Clients

Palo Alto Software does more than build LivePlan, the world's best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content.

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3 Ways to Get Started With Strategic Advising

[fa icon="calendar'] Tue, Apr 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Budgeting and Forecasting

Are you looking for ways to begin Strategic Advising as a service to small business clients, but are unsure where to start? The work can feel “big” if it’s new for you.

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Strategic Advising: Your Happiness at Work

[fa icon="calendar'] Thu, Mar 28, 2019 / by Kathy Gregory posted in Advice for Your Practice

Are you happy at work? Do you find satisfaction in the way you spend your day? Is work-satisfaction something you even think about? Advisory services could be your answer.

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How to Develop Successful Client Relationships for Strategic Advising

[fa icon="calendar'] Mon, Feb 25, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

“My clients don’t want this.”

This is what I hear from many accountants when I talk to them about Strategic Advising.

“I wish my accountant would explain things better.”

This is what I hear from small businesses owners—even my artist friend who I saw last week. We were catching up and I began talking about Strategic Advising. “What?!” he said. “I would love it if my accountant would provide that kind of help!”

Somewhere there is a disconnect.

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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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