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How to Prepare and Conduct A Strategic Advising Client Meeting

[fa icon="calendar'] Wed, Oct 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

As a Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth.

Your work should cover questions such as these:

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The Recommended Sales Forecasting Method

[fa icon="calendar'] Thu, Oct 17, 2019 / by Noah Parsons posted in Budgeting and Forecasting

New entrepreneurs frequently ask me for advice about forecasting their sales. These entrepreneurs are always optimistic about the future of their new company, but when it comes to talking about the details, most aren’t sure how to predict future sales and how much money they’re going to make.

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How to Improve Your Strategic Advising Website Using Analytics

[fa icon="calendar'] Fri, Sep 27, 2019 / by Nina Bamberger posted in Advice for Your Practice

To understand the overall health and performance of a business, the three main financial statements—income statement, cash flow statement, and balance sheet—tell a vivid story.

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LivePlan Update: Cash Flow and Balance Sheet on the Dashboard

[fa icon="calendar'] Fri, Sep 20, 2019 / by Noah Parsons posted in LivePlan Software for Advisory

Running your business takes more than just a passion for your customers and the products and services you sell. You also need to keep a close eye on your business financials so you can track performance and know how your business is doing.

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Email Marketing Is Exactly What Your Client Advisory Service Is Missing

[fa icon="calendar'] Wed, Aug 21, 2019 / by Nina Bamberger posted in Working with Clients

In the public accounting industry, the practice of client advisory services involves much more than compliance-based work—it’s a relationship business. To grow and scale your Strategic Advising practice, your efforts need to be aimed at nurturing your clients and developing a personal connection that will set you up for repeat business.

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Is Your Small Business Prepared for a Data Breach?

[fa icon="calendar'] Wed, Aug 14, 2019 / by Jon Schram posted in Advice for Your Practice

In May 2019, Fortune 500 title insurance company First American became the latest high-profile victim of a cyber blunder when its website leaked more than 8.8 million documents related to mortgage deals.

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Build Customer Trust and Better Sales With 4 Buyer Touch Points

[fa icon="calendar'] Wed, Jul 31, 2019 / by Kelly Bosetti posted in Working with Clients , Advice for Your Practice

If I’ve learned anything during my two-plus decades of marketing leadership, it’s that trust is the backbone of the seller-buyer relationship.

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Growing Businesses Want Strategic Help From Expert Advisors

[fa icon="calendar'] Fri, Jun 14, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Millions of small business owners have used LivePlan products to start their businesses. Every week, we hear stories from small business owners thanking us for helping them develop a business plan and secure funding.

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New Feature: Your Profit and Loss Is Now Part of the LivePlan Dashboard

[fa icon="calendar'] Mon, Jun 10, 2019 / by Noah Parsons posted in LivePlan Software for Advisory

This past month, I used the LivePlan Dashboard for the first time at a board meeting for a nonprofit that I volunteer at. We reviewed our budget and how we were performing compared to our plan.

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Advisory Support for Your Small Business Clients: Bplans.com

[fa icon="calendar'] Fri, May 31, 2019 / by Kathy Gregory posted in Working with Clients

Palo Alto Software does more than build LivePlan, the world's best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content.

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LivePlan Feature Update: Print Your Pitch to PDF

[fa icon="calendar'] Tue, May 14, 2019 / by Noah Parsons posted in LivePlan Software for Advisory

The LivePlan Pitch has always been a great way to create a quick overview of your business.

As an alternative to the Business Model Canvas, the LivePlan Pitch helps you summarize your business opportunity, target market, competition, and business model—quickly and easily.

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3 Ways to Get Started With Strategic Advising

[fa icon="calendar'] Tue, Apr 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Budgeting and Forecasting

Are you looking for ways to begin Strategic Advising as a service to small business clients, but are unsure where to start? The work can feel “big” if it’s new for you.

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How to Use Industry Benchmarks to Make Budgeting and Forecasting Easier

[fa icon="calendar'] Tue, Apr 16, 2019 / by Noah Parsons posted in Budgeting and Forecasting

If you want to know how your business compares to the competition, you can find your answer in industry benchmarks. Benchmarks are industry standards, or guidelines, for key financial metrics. Basically, they represent the average of key numbers collected from many different businesses and then sorted by industry.

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LivePlan for Strategic Advisors - A Library of Best Practice Webinar Training

[fa icon="calendar'] Mon, Apr 1, 2019 / by Joey O'Shaughnessy posted in Strategic Advisor Webinars

Our Best Practice Library is an assortment of training webinars designed to help you learn how to use LivePlan, implement practices and strategies in your advisory practice, and keep you informed on the latest new features. In our library you can find webinars covering the following topics:

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Strategic Advising: Your Happiness at Work

[fa icon="calendar'] Thu, Mar 28, 2019 / by Kathy Gregory posted in Advice for Your Practice

Are you happy at work? Do you find satisfaction in the way you spend your day? Is work-satisfaction something you even think about? Advisory services could be your answer.

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

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