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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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11 Angel Investor Blogs You Should Be Reading

[fa icon="calendar'] Mon, Mar 13, 2017 / by Noah Parsons posted in Working with Clients , Advice for Your Practice

In the business world, angel investors are sometimes equated with actual angels, sent to help us fund what could not otherwise be funded. These guardian angels of innovation are responsible for bringing many new ideas to life.

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Boost Your Productivity with 10 Time Management Tips

[fa icon="calendar'] Fri, Feb 17, 2017 / by Sebastien Boyer posted in Advice for Your Practice

Have you experienced too many days of mind-numbing work, only to be faced with the realization that you haven’t accomplished a fraction of what you’d intended?

Of course, this happens to everyone occasionally, but if it is becoming a routine occurrence in your life, it’s time to do some sober introspection so that you can make the necessary changes.

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How and Why to Integrate Gamification Strategies Into Your Business

[fa icon="calendar'] Mon, Jan 16, 2017 / by Daphne Stanford posted in Working with Clients , Advice for Your Practice

Gamification can be highly motivating, for both internal employee performance and customer loyalty.

It’s the practice of structuring everyday tasks into a game-like format so as to increase the level of role-playing and point gaining—simulating a game being played—by incorporating goal-setting, integrating online tools, and offering real-time feedback.

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The ROI of High Employee Morale

[fa icon="calendar'] Thu, Dec 15, 2016 / by Daniel Matthews posted in Working with Clients , Advice for Your Practice

A business is an investment. You want it to succeed. You pour everything you can into it.

But, while you’re ensuring your ROI makes the venture worthwhile, it’s easy to forget one fundamental truth: Employees aren’t an investment—they’re people.

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Thriving As an Introverted Business Owner

[fa icon="calendar'] Mon, Nov 14, 2016 / by Harriet Genever posted in Working with Clients , Advice for Your Practice

You may think that leadership and introversion don’t go together. Why would anyone blame you? Just take a look at some of the most prominent and successful leaders across history.

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10 Tips to Improve Business Efficiency

[fa icon="calendar'] Mon, Oct 10, 2016 / by Briana Morgaine posted in Working with Clients , Advice for Your Practice

Your company is running smoothly enough, but you know things could be better. Sometimes, a project gets hung up a few days too long, or meetings that once felt productive and useful now seem to drag on for hours. It can feel like wheels spinning in the mud, and it’s hard to get that traction back.

How can you fix these kinds of issues?

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Lite Paper: Small Business Owners Seek Better Cash Flow Forecasting

[fa icon="calendar'] Fri, Jul 22, 2016 / by LivePlan posted in Working with Clients , Advice for Your Practice

When small business finance managers are asked to name the top challenges they face, they point to the inability to forecast results and manage cash flow as their most pressing concerns. Even those in charge of finance at SMB’s struggle with revenue forecasting and cash flow management.

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Setting Goals This Year? Should You Bother?

[fa icon="calendar'] Wed, May 11, 2016 / by Harriet Genever posted in Advice for Your Practice

Have you ever stopped to think about why we set goals for ourselves? You only have to look at the statistics to realize the odds are stacked against us.

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5 Tips For How Accountants Can Win New Clients at Networking Events

[fa icon="calendar'] Mon, May 9, 2016 / by Caroline Cummings posted in Working with Clients , Advice for Your Practice

Being an accountant or a CPA also requires learning how to sell yourself and your firm’s services. Larger firms typically have someone responsible for marketing and business development, but smaller and one-person firms must know how to do it all if they want to compete and differentiate themselves.

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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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