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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Cash vs Profits — The Differences Explained

[fa icon="calendar'] Wed, Jul 22, 2020 / by Noah Parsons posted in Business Process for Advisory , Working with Clients , Budgeting and Forecasting

As an accountant for small businesses, the critical differences between cash and profits have been ingrained into your mind. You know that both profitability and cash matter to the health of a business. But your clients are focused on cash, and often ask you, “why doesn’t my cash match my profit?” This informational gap is all too common with advisory relationships—so how do you overcome it, once and for all?

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How Strategic Advisors Forecast Personnel and Payroll in LivePlan

[fa icon="calendar'] Thu, May 28, 2020 / by Joey O'Shaughnessy posted in Business Process for Advisory , Budgeting and Forecasting

For most small business owners, payroll is the most important payment they will make each month. It’s also very often the largest monthly expense. For so many of your small business owner clients, likely their first monthly cash flow consideration is, “can I make payroll?”

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Strategic Advising Services: A Step-by-Step Method for Growth

[fa icon="calendar'] Thu, Apr 16, 2020 / by Kathy Gregory posted in Business Process for Advisory

The public accounting industry is changing rapidly, and your clients are turning to you for advice on their business growth challenges and opportunities.

Your firm needs to be able to offer Strategic Advising services confidently and profitably.

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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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The Road to Strategic Advising Services: Implementation and Pricing

[fa icon="calendar'] Fri, Dec 6, 2019 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory

Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. The LivePlan Method is a business process and pricing model for strategic advising services.

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How to Use Key Performance Indicators in Strategic Advising

[fa icon="calendar'] Wed, Nov 27, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

“Get comfortable with the uncomfortable.”

This modest sentence is powerful. It’s only in the difficult places that we grow, so the more we can get comfortable with things that make us uncomfortable, the stronger we become.

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How to Prepare and Conduct A Strategic Advising Client Meeting

[fa icon="calendar'] Wed, Oct 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

As a Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth.

Your work should cover questions such as these:

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Growing Businesses Want Strategic Help From Expert Advisors

[fa icon="calendar'] Fri, Jun 14, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Millions of small business owners have used LivePlan products to start their businesses. Every week, we hear stories from small business owners thanking us for helping them develop a business plan and secure funding.

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3 Ways to Get Started With Strategic Advising

[fa icon="calendar'] Tue, Apr 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Budgeting and Forecasting

Are you looking for ways to begin Strategic Advising as a service to small business clients, but are unsure where to start? The work can feel “big” if it’s new for you.

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How to Develop Successful Client Relationships for Strategic Advising

[fa icon="calendar'] Mon, Feb 25, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

“My clients don’t want this.”

This is what I hear from many accountants when I talk to them about Strategic Advising.

“I wish my accountant would explain things better.”

This is what I hear from small businesses owners—even my artist friend who I saw last week. We were catching up and I began talking about Strategic Advising. “What?!” he said. “I would love it if my accountant would provide that kind of help!”

Somewhere there is a disconnect.

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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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Strategic Advising Services Are More Profitable With Value-Based Pricing

[fa icon="calendar'] Wed, Dec 19, 2018 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory

We’ve had a great year teaming up with Mark Wickersham to help more accountants adopt value-based pricing for advisory services in their firms. In the past few years, these two concepts have grown from buzzwords to important strategies for accountants, helping them get paid fairly for their services in a changing industry.

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What Small Businesses Want From Accountants and Advisors

[fa icon="calendar'] Wed, Oct 31, 2018 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:

“If you could get help in one area of your business right now, what would it be?”

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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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