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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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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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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.

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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:

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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.

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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.

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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!

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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.

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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.

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How Strategic Advising Services are the Core of a Niche Bookkeeping or Accounting Practice

[fa icon="calendar'] Fri, Mar 30, 2018 / by David Leary posted in Packaging and Selling Advisory , Advice for Your Practice

If you are reading this, you probably are already offering Strategic Advising Services, or researching the topic for your firm. Some of you may already be using the LivePlan Method for Strategic Advising.

I’m guessing that you also have a desire to move from being just a historian for your clients’ small businesses to someone that provides more value, and helps small business succeed, which ultimately will lead to more value for you (e.g. more revenue for your practice).

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How to Optimize Your Strategic Advising Website

[fa icon="calendar'] Wed, Mar 7, 2018 / by John Procopio posted in Working with Clients , Advice for Your Practice

This article on website optimization is pulled from LivePlan’s Best Practice webinar on sales and marketing for your accounting firm. Our own marketing director John Procopio offers concrete advice for assessing your website, and he offers a two-step checklist for implementing changes.

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The Secret to Boosting Your Appointment Bookings Via Social Media

[fa icon="calendar'] Wed, Feb 14, 2018 / by Anati Zubia posted in Working with Clients , Advice for Your Practice

There’s no doubt social media sites are marching forward in their quest to take over the rest of the internet. Once a repository for news feeds, career advice, and silly cat memes, social sites are now going toe-to-toe with more traditional channels for their share of the advertising and ecommerce spoils.

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12 Successful, Happy Entrepreneurs Share Their Daily Habits

[fa icon="calendar'] Thu, Jan 18, 2018 / by Briana Morgaine posted in Advice for Your Practice

A few months ago, I finally bit the bullet and bought a Fitbit.

I’m a runner and general exerciser; I figured I was “active enough,” so I never really saw the appeal. However, one of my recent goals has been to integrate walks into my daily routine, and I assumed (correctly) that some fun wearable tech would make it easier to build this habit.

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The LivePlan Method at Accountex: How to Catch a Curveball

[fa icon="calendar'] Thu, Sep 28, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

LivePlan was happy to attend Accountex 2017. The show’s national sales manager, Patrice Hampson, really listened to us about what we hoped to get out of attending, which was to share and teach people about our scalable business process for Strategic Advising services, The LivePlan Method.

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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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