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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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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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The Power of the Cloud in Strategic Advising Services: 4 Things You Should Do Now

[fa icon="calendar'] Thu, Jul 27, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

Remember the computing world just 10 years ago? Efficiency meant waiting for the next software upgrade and worrying that everyone we needed to work with had the right software version, so files could be shared. Remember compatibility lists, and the whole hassle over Mac files versus PC files? Good grief!

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The Growth of a Strategic Advising Practice: Part 4

[fa icon="calendar'] Thu, May 18, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

This is the last in a four-part series, covering a project with Luke Gheen of Gheen & Co. on implementation and specialized training of The LivePlan Method for Strategic Advising services. The project spanned about 20 hours during the winter of 2017.

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The Growth of a Strategic Advising Practice: Part 3

[fa icon="calendar'] Thu, May 11, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

This is the third installment in the blog series about Gheen & Co. and LivePlan. Find the first two articles here and here. This installment covers the custom training I did with Luke’s staff, as well as the process they went through as a group to make decisions about their advising services. Next week will be the fourth and final post in this series.

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The Growth of a Strategic Advising Practice: Part 2

[fa icon="calendar'] Thu, May 4, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

This is Part 2 of a 4-part weekly story of how LivePlan and Gheen & Co. worked together to develop a Strategic Advising business process for Gheen & Co. CPAs. See Part 1 of the series here.

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The Growth of a Strategic Advising Practice: Part 1

[fa icon="calendar'] Thu, Apr 27, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

Luke Gheen is the owner and CEO of the CPA firm Gheen & Co. in Colorado Springs, CO. He has built his firm from the ground up, over the last seven years, by listening to peers, forming strategic partnerships, and always with very careful planning and an eye to the future. I worked with Gheen during the winter of 2016/17 on a custom implementation of the LivePlan Method for Strategic Advising. This series of four blog posts tells that story.

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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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