<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=640847149337247&amp;ev=PageView&amp;noscript=1">

The 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 More

Webinar 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 More

Webinar Recording: Preview of LivePlan's Strategic Advisory Bootcamp

[fa icon="calendar'] Tue, Sep 8, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

Bootcamp is back and better than before! Watch a special Bootcamp preview and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year's event. 

Read More

Webinar Recording: 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

As a strategic advisor, 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 and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships. 

Read More

Webinar Recording: 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

Watch our new recorded webinar for strategic advisors where you will hear from accounting expert Sharon Means, of Redmond Accounting, and industry experts from Aero Workflow, Practice Ignition, and LivePlan

Read More

Webinar Recording: Subscription Revenue Modeling

[fa icon="calendar'] Sun, Jul 5, 2020 / by Joey O'Shaughnessy posted in Strategic Advisor Webinars

Watch our new recorded webinar, 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

How To Enrich Your Accounting Career with Strategic Advising

[fa icon="calendar'] Tue, Jun 30, 2020 / by Trevor Betenson posted in Advice for Your Practice

Through 20+ years experience Trevor Betenson has found that a mix of advising and accounting leads to a more impactful career. Learn how he transformed himself into a strategic advisor over the course of his career and how you can do the same.

Read More

How to Sell Advisory Services to Your Clients

[fa icon="calendar'] Wed, Jun 24, 2020 / by Christa Carter posted in Packaging and Selling Advisory

Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth.

Read More

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.

Read More

How Strategic Advisors Forecast Personnel and Payroll in LivePlan

[fa icon="calendar'] Thu, May 28, 2020 / by Joey O'Shaughnessy posted in Business Process for Advisory , Budgeting and Forecasting

For most small business owners, payroll is the most important payment they will make each month. It’s also very often the largest monthly expense. For so many of your small business owner clients, likely their first monthly cash flow consideration is, “can I make payroll?”

Read More

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.

Read More

Improved Cash Flow Forecasting in LivePlan for Strategic Advisors

[fa icon="calendar'] Wed, Feb 26, 2020 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

Helping your clients understand their cash flow is an integral part of delivering quality advisory services. But cash flow isn’t just about the current financial position.

Creating an accurate cash flow forecast gives your clients the insight necessary to drive decision making for their business.

Read More

New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More

[fa icon="calendar'] Fri, Jan 24, 2020 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

Over the last few months, we’ve released a variety of new features and improvements for LivePlan, many of which are specifically developed for LivePlan Strategic Advisors.
Our continued goal is to improve the overall experience for you and your clients—allowing you to serve more clients, build better forecasts, and generate strategic and thoughtful reports.

Read More

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.

Read More

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?

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