[fa icon="chevron-up"]

How a Buyer (or User) Persona Can Improve Your Business

[fa icon="calendar'] Wed, Feb 13, 2019 / by Noah Parsons posted in Advice for Your Practice

Here’s the simple truth of business: Without customers to buy your products, you’re not going to make any money. Almost every decision you make—what you sell, how much you sell it for, where you’re located, who you hire—is made with the intention of bringing in the maximum number of customers to your store, and to optimize the likelihood that they’ll buy your products while they’re there.

Read More

Productize Your Advisory Services for Easier Sales and Maximum Profit

[fa icon="calendar'] Wed, Jan 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory , Advice for Your Practice

I’ve done strategic planning for organizations of all kinds: public, private, growing corporations seeking IPO, and nonprofits. At the core of this work is financial modeling and forecasting. It doesn’t so much matter the type of business—the work is essentially the same:

Read More

Strategic Advising Services Are More Profitable With Value-Based Pricing

[fa icon="calendar'] Wed, Dec 19, 2018 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory

We’ve had a great year teaming up with Mark Wickersham to help more accountants adopt value-based pricing for advisory services in their firms. In the past few years, these two concepts have grown from buzzwords to important strategies for accountants, helping them get paid fairly for their services in a changing industry.

Read More

QuickBooks Connect 2018: A Lesson on Inspiration

[fa icon="calendar'] Fri, Nov 30, 2018 / by Kathy Gregory posted in Advice for Your Practice

LivePlan’s mission is to help people succeed in business, both accountants and their small business clients, which makes QuickBooks Connect the ideal conference for us.

Read More

LivePlan Update: Easier Forecasting, Improved Help, and More

[fa icon="calendar'] Mon, Nov 19, 2018 / by Noah Parsons posted in LivePlan Software for Advisory

We’ve just released some exciting updates to LivePlan that make it easier to create new financial forecasts. We’ve also given you a new option to forecast cost of goods sold and improved how we provide help.

Read More

9 Things I Wish Someone Had Told Me When I First Became a CEO

[fa icon="calendar'] Wed, Nov 14, 2018 / by Piers Ede posted in Advice for Your Practice

Few professional experiences can be quite as exciting, rewarding, or potentially overwhelming as starting a new business. As a new business owner, you’re going to need all the practical and impartial advice you can get.

Read More

What Small Businesses Want From Accountants and Advisors

[fa icon="calendar'] Wed, Oct 31, 2018 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

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

What Is a SWOT Analysis, and How to Do It Right (With Examples)

[fa icon="calendar'] Fri, Oct 19, 2018 / by Noah Parsons posted in Business Process for Advisory

A SWOT analysis is an incredibly simple, yet powerful tool to help you develop your business strategy, whether you’re building a startup or guiding an existing company.

Read More

Financial Forecasting: The Foundation of Strategic Advising

[fa icon="calendar'] Sat, Sep 29, 2018 / 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.

Read More

6 Ways New Businesses Can Build Employee Engagement From the Start

[fa icon="calendar'] Wed, Sep 19, 2018 / by Glenn Elliott and Debra Corey posted in Working with Clients

When starting a new business, surely your focus needs to be on getting the business and the product up and running. You only have a few employees at most, so there’s nothing to worry about on the “people” front.

Right? Wrong.

Read More

Planning Is a Key Advisory Service—Keep It Personal!

[fa icon="calendar'] Fri, Aug 31, 2018 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

Summer break is ending, and I can feel it.

With three weeks remaining before the beginning of a new school year, there is a need to get it all in! There were big expectations for our summer plan: night time bike rides and star gazing, s’mores, family reading, and pool time. Maybe a trip to the mountains, and if we are applying stretch goals, the ocean too!

Read More

The Ultimate Guide to Collaboration With Your Business Partner

[fa icon="calendar'] Thu, Aug 16, 2018 / by Anthony St. Clair posted in Working with Clients , Advice for Your Practice

You and your business partner decided to go into business together for a number of reasons—probably in part to leverage each of your strengths so you’re more likely to succeed.

Ongoing collaboration is essential to your mutual success. In this ultimate guide to business partner collaboration, we’ll go over how to improve your collaboration and communication skills so you can grow your business together.

Read More

The Road to Strategic Advising Services

[fa icon="calendar'] Wed, Jul 25, 2018 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory

Avoiding the potholes

Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. Having a regular routine can make all the difference.

Read More

Do Visuals Really Trump Text?

[fa icon="calendar'] Mon, Jul 16, 2018 / by Noah Parsons posted in Advice for Your Practice

We’ve all sat through that horrible powerpoint presentation that’s nothing but bullets in 10 point font.

It’s not just boring—it’s mind-numbing. The information presented is usually hard to understand and nearly impossible to remember.

And it’s not just elevator pitch-type presentations that suffer this malady. When you get that stack of financial reports or that huge Excel file that’s nothing but numbers, most us of tend to tune out.

Read More

3 Observations From Scaling New Heights

[fa icon="calendar'] Fri, Jun 29, 2018 / by Kathy Gregory posted in Business Process for Advisory

Scaling New Heights 2018 was a great experience! It’s always a true pleasure talking with customers face to face and reconnecting with industry peers. It’s also fascinating to see how the industry is growing and shifting year over year. This year there were a few big takeaways for me.

Read More

Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

Subscribe to Email Updates

Recent Posts