Watch this recording and see how accountants are garnering higher monthly fees with this system for bundling strategic advising services while using LivePlan to deliver.
Read MoreKathy Gregory
Recent Posts
Webinar Recording: Create Higher Monthly Fees as a Strategic Advisor using LivePlan
[fa icon="calendar'] Fri, Mar 12, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars
Webinar Recording: LivePlan 101 Forecasting, Cash Planning and Reporting for Advisors
[fa icon="calendar'] Sun, Feb 14, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars
Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising.
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 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 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: 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.
Read MoreStrategic 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.
Read MoreAn 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.
Read MorePlanning 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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