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.

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How to Use LivePlan to Manage Cash and Budget for Your Client’s Paycheck Protection Loan

[fa icon="calendar'] Tue, Apr 7, 2020 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

The passing of the $310 billion Paycheck Protection Program (PPP) expansion provides a second round of much-needed relief for small businesses struggling to survive through the COVID-19 crisis. Not only does it help them extend their cash runway, it will help them maintain their staff and cover needed expenses. As a strategic advisor you’ll need to help your small business clients plan for the loan and manage their cashflow.

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6 Tips for Responding to Client Emails

[fa icon="calendar'] Sun, Apr 5, 2020 / by Jonathan Michael posted in Working with Clients , Advice for Your Practice

Right now, practices everywhere are trying to adapt to a drastically different work landscape that often changes from day-to-day. Your team is working remotely. Your tax season has been extended. Your clients are dealing with disaster relief efforts and trying to stay above water.

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The Importance of Financial Forecasting for Your Clients In Crisis

[fa icon="calendar'] Tue, Mar 31, 2020 / by Kathy Gregory posted in Working with Clients , Budgeting and Forecasting , Advice for Your Practice

When small business owners are stressed from financial uncertainty they need information from their accountant that will help them from feeling blind-sided by unknowns, and enable them to forge a clear path forward.

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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.

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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?

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

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