--- title: LivePlan Strategic Advisor Blog description: Inspiration and education for the Accountant Strategic Advisor --- [** ](https://strategicadvisor.liveplan.com/page/1#top) ## [Strategic Advisor Blog](https://strategicadvisor.liveplan.com) ** ## [ Webinar Recording: LIVE Forecasting in LivePlan ](https://strategicadvisor.liveplan.com/live-forecasting-in-liveplan-webinar) [fa icon="calendar'] Thu, Apr 15, 2021 / by Kathy Gregory posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/live-forecasting-in-liveplan-webinar) See our newest feature in action! LiveForecast will help you **keep forecasts up to date**, see **fresh running balances** and be able to spend your valuable time with clients talking about **what-if scenarios** based on their **future cash and profitability**. [ Read More ](https://strategicadvisor.liveplan.com/live-forecasting-in-liveplan-webinar) ## [ Webinar Recording: Create Higher Monthly Fees as a Strategic Advisor using LivePlan ](https://strategicadvisor.liveplan.com/create-higher-fees-using-liveplan-webinar) [fa icon="calendar'] Fri, Mar 12, 2021 / by Kathy Gregory posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/create-higher-fees-using-liveplan-webinar) 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 More ](https://strategicadvisor.liveplan.com/create-higher-fees-using-liveplan-webinar) ## [ Webinar Recording: LivePlan 101 Forecasting, Cash Planning and Reporting for Advisors ](https://strategicadvisor.liveplan.com/liveplan-101-forecasting-cash-planning-and-reporting-for-advisors) [fa icon="calendar'] Sun, Feb 14, 2021 / by Kathy Gregory posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/liveplan-101-forecasting-cash-planning-and-reporting-for-advisors) Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising. [ Read More ](https://strategicadvisor.liveplan.com/liveplan-101-forecasting-cash-planning-and-reporting-for-advisors) ## [ Webinar Recording: Reviewing 2020 in Accounting—an expert panel ](https://strategicadvisor.liveplan.com/webinar-reviewing-2020-in-accounting-an-expert-panel) [fa icon="calendar'] Mon, Nov 23, 2020 / by Kathy Gregory posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/BizDevSales_SA_Blog/Nov%202020/Karbon%20webinar%20year%20in%20review%202020.png) ](https://strategicadvisor.liveplan.com/webinar-reviewing-2020-in-accounting-an-expert-panel) 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 More ](https://strategicadvisor.liveplan.com/webinar-reviewing-2020-in-accounting-an-expert-panel) ## [ Why Financial Forecasting is the Foundation of Successful Strategic Advising ](https://strategicadvisor.liveplan.com/financial-forecasting-the-foundation-of-strategic-advising) [fa icon="calendar'] Fri, Oct 30, 2020 / by Kathy Gregory posted in [ Business Process for Advisory ](https://strategicadvisor.liveplan.com/topic/business-process-for-advisory) , [ Budgeting and Forecasting ](https://strategicadvisor.liveplan.com/topic/budgeting-and-forecasting) [![](https://strategicadvisor.liveplan.com/hubfs/Strategic_Advisor_Blog/City_scape_-_Build_a_financial_forecast.jpg) ](https://strategicadvisor.liveplan.com/financial-forecasting-the-foundation-of-strategic-advising) 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. [ Read More ](https://strategicadvisor.liveplan.com/financial-forecasting-the-foundation-of-strategic-advising) ## [ Webinar Recording: See how Aero and LivePlan work together to deliver advisory ](https://strategicadvisor.liveplan.com/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 ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/see-how-aero-and-liveplan-work-together-to-deliver-advisory) 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 More ](https://strategicadvisor.liveplan.com/see-how-aero-and-liveplan-work-together-to-deliver-advisory) ## [ Webinar Recording: Financial Forecasting, Reporting and Cash Planning ](https://strategicadvisor.liveplan.com/webinar-financial-forecasting-reporting-and-cash-planning) [fa icon="calendar'] Fri, Sep 11, 2020 / by Kathy Gregory posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/webinar-financial-forecasting-reporting-and-cash-planning) 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 More ](https://strategicadvisor.liveplan.com/webinar-financial-forecasting-reporting-and-cash-planning) ## [ Webinar Recording: Preview of LivePlan's Strategic Advisory Bootcamp ](https://strategicadvisor.liveplan.com/webinar-preview-of-liveplans-strategic-advisory-bootcamp) [fa icon="calendar'] Tue, Sep 8, 2020 / by Nina Bamberger posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/webinar-preview-of-liveplans-strategic-advisory-bootcamp) Bootcamp is back and better than before! Watch a special [Bootcamp preview](https://bit.ly/334lWk8) and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year's event.  [ Read More ](https://strategicadvisor.liveplan.com/webinar-preview-of-liveplans-strategic-advisory-bootcamp) ## [ Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising ](https://strategicadvisor.liveplan.com/webinar-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 ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/webinar-help-more-clients-in-less-time-with-lean-strategic-advising) As a [strategic advisor](https://strategicadvisor.liveplan.com/strategic-advising-your-happiness-at-work), 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](https://www.liveplan.com/strategic-advisors/advisory-method?_ga=2.142745141.1293179780.1598300707-2006267226.1595357103) and [Karbon](https://karbonhq.com/) for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships.  [ Read More ](https://strategicadvisor.liveplan.com/webinar-help-more-clients-in-less-time-with-lean-strategic-advising) ## [ Webinar Recording: How to sell, convert, and kick-off strategic advising services ](https://strategicadvisor.liveplan.com/webinar-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 ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/webinar-how-to-sell-convert-and-kick-off-strategic-advising-services) Watch our new recorded [webinar](https://paloaltosoftware.wistia.com/medias/7z0ravh858) for strategic advisors where you will hear from accounting expert Sharon Means, of Redmond Accounting, and industry experts from [Aero Workflow](https://www.aeroworkflow.com/), [Practice Ignition](https://www.practiceignition.com/), and [LivePlan](https://www.liveplan.com/strategic-advisors/advisory-method?_ga=2.37818272.2085928373.1595357103-2006267226.1595357103).  [ Read More ](https://strategicadvisor.liveplan.com/webinar-how-to-sell-convert-and-kick-off-strategic-advising-services) ## [ Webinar Recording: Subscription Revenue Modeling ](https://strategicadvisor.liveplan.com/best-practice-webinar-subscription-revenue-modeling) [fa icon="calendar'] Sun, Jul 5, 2020 / by Joey O'Shaughnessy posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/best-practice-webinar-subscription-revenue-modeling) Watch our new [recorded webinar](https://paloaltosoftware.wistia.com/medias/2myy0qkgzn), for an in depth discussion on how to use LivePlan to effectively forecast subscription-based advisory services for profitability, growth, and consumer retention. [ Read More ](https://strategicadvisor.liveplan.com/best-practice-webinar-subscription-revenue-modeling) ## [ Webinar Recording: Cash and Profit Forecasting for Your SMB Clients ](https://strategicadvisor.liveplan.com/for-strategic-advisors-cash-and-profit-forecasting-for-your-smb-clients-webinar) [fa icon="calendar'] Thu, Jun 11, 2020 / by Kathy Gregory posted in [ Strategic Advisor Webinars ](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) [![](https://strategicadvisor.liveplan.com/hubfs/webinar%202.png) ](https://strategicadvisor.liveplan.com/for-strategic-advisors-cash-and-profit-forecasting-for-your-smb-clients-webinar) Watch our new [recorded webinar](https://paloaltosoftware.wistia.com/medias/69jbdplt4b) 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 More ](https://strategicadvisor.liveplan.com/for-strategic-advisors-cash-and-profit-forecasting-for-your-smb-clients-webinar) ## [ The Road to Strategic Advising Services: Implementation and Pricing ](https://strategicadvisor.liveplan.com/the-road-to-strategic-advising) [fa icon="calendar'] Fri, Dec 6, 2019 / by Kathy Gregory posted in [ Business Process for Advisory ](https://strategicadvisor.liveplan.com/topic/business-process-for-advisory) , [ Packaging and Selling Advisory ](https://strategicadvisor.liveplan.com/topic/packaging-and-selling-advisory) [![](https://strategicadvisor.liveplan.com/hubfs/Untitled%20design%20(1)-1.png) ](https://strategicadvisor.liveplan.com/the-road-to-strategic-advising) 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. [ Read More ](https://strategicadvisor.liveplan.com/the-road-to-strategic-advising) ## [ What Small Businesses Want From Accountants and Advisors ](https://strategicadvisor.liveplan.com/what-small-businesses-want-from-accountants-and-advisors) [fa icon="calendar'] Wed, Oct 31, 2018 / by Kathy Gregory posted in [ Business Process for Advisory ](https://strategicadvisor.liveplan.com/topic/business-process-for-advisory) , [ Working with Clients ](https://strategicadvisor.liveplan.com/topic/working-with-clients) [![](https://strategicadvisor.liveplan.com/hubfs/BizDevSales_SA_Blog/small_business_survey_2018.jpg) ](https://strategicadvisor.liveplan.com/what-small-businesses-want-from-accountants-and-advisors) Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question: ***“If you could get help in one area of your business right now, what would it be?”*** [ Read More ](https://strategicadvisor.liveplan.com/what-small-businesses-want-from-accountants-and-advisors) ## [ You Asked, We Delivered: New LivePlan Features for Strategic Advising ](https://strategicadvisor.liveplan.com/you-asked-we-delivered-new-liveplan-features-for-strategic-advising) [fa icon="calendar'] Fri, Jun 15, 2018 / by Sabrina Parsons posted in [ LivePlan Software for Advisory ](https://strategicadvisor.liveplan.com/topic/liveplan-software-for-advisory) [![](https://strategicadvisor.liveplan.com/hubfs/Untitled%20design%20(7).png) ](https://strategicadvisor.liveplan.com/you-asked-we-delivered-new-liveplan-features-for-strategic-advising) 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. [ Read More ](https://strategicadvisor.liveplan.com/you-asked-we-delivered-new-liveplan-features-for-strategic-advising) - [Next >>](https://strategicadvisor.liveplan.com/page/2) Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients. ### Subscribe to Email Updates ### Popular Articles - [Financial Forecasting: The Foundation of Strategic Advising](https://strategicadvisor.liveplan.com/financial-forecasting-the-foundation-of-strategic-advising) - [Strategic Advising Services: A Step-by-Step Method for Growth](https://strategicadvisor.liveplan.com/strategic-advising-services-a-step-by-step-method-for-growth) - [The Importance of Financial Forecasting for Your Clients In Crisis](https://strategicadvisor.liveplan.com/the-importance-of-financial-forecasting-for-your-clients-in-crisis) - [2021 State of Small Business Report - Insights for Strategic Advisors](https://strategicadvisor.liveplan.com/2021-state-of-small-business-report-insights-for-strategic-advisors) ### Lists by Topic - [Strategic Advisor Webinars (11)](https://strategicadvisor.liveplan.com/topic/strategic-advisor-webinars) - [Business Process for Advisory (4)](https://strategicadvisor.liveplan.com/topic/business-process-for-advisory) - [Working with Clients (3)](https://strategicadvisor.liveplan.com/topic/working-with-clients) - [Packaging and Selling Advisory (2)](https://strategicadvisor.liveplan.com/topic/packaging-and-selling-advisory) - [Advice for Your Practice (1)](https://strategicadvisor.liveplan.com/topic/advice-for-your-practice) - [Budgeting and Forecasting (1)](https://strategicadvisor.liveplan.com/topic/budgeting-and-forecasting) - [LivePlan Software for Advisory (1)](https://strategicadvisor.liveplan.com/topic/liveplan-software-for-advisory) ### Recent Posts