We’ll show you how LivePlan works for forecasting, reporting and strategic advising.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

“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.