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Overcoming Inbox Anxiety

[fa icon="calendar'] Wed, Feb 17, 2021 / by Madeline Pratt posted in Working with Clients , Advice for Your Practice

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.

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The Most Important Skill of a Strategic Advisor Isn’t What You Think It Is

[fa icon="calendar'] Fri, Jan 29, 2021 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

Building your advisory practice is a journey. You may still be trying to find ways to charge for advice that you’ve been offering so far for free, or you may be selling bundled, fixed fee advisory services now. Either way, at this time, the demands being placed on you and the work that you’re doing in response, is new and unique.

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

[fa icon="calendar'] Wed, Jan 27, 2021 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

Paycheck Protection Loan Update:
Congress has passed a third round of stimulus that goes into effect the week of January 11th. This includes $284 billion in relief funds for small businesses to be made available through the Paycheck Protection Program (PPP) and a slew of updates for the Economic Injury Disaster Loan (EIDL) program that go into effect on January 15, 2021.

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The Importance of Financial Forecasting for Your Clients In Crisis

[fa icon="calendar'] Mon, Jan 25, 2021 / 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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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.

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What to Expect from LivePlan's Virtual Strategic Advising Bootcamp

[fa icon="calendar'] Wed, Aug 26, 2020 / by Nina Bamberger posted in Business Process for Advisory , Working with Clients , Advice for Your Practice

This year, accountants have been reminded that being nimble, lean, and adapting to change, is essential to their advisory work. Implementing these changes can feel difficult, but with the right system the work becomes scalable and profitable.

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

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