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The LivePlan Method for Advisory Services and Workflow Software—Working Together

[fa icon="calendar'] Tue, Nov 14, 2017 / by Kathy Gregory posted in LivePlan Software for Advisory , Business Process for Advisory

The best way to grow and scale an accounting firm—and this is true of any type of service firm—is to implement standardized and structured business processes for all work. Categorize the work by service type and implement a manageable process—one that will ensure solid client deliverables, and also profitability for your firm.

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

[fa icon="calendar'] Mon, Oct 30, 2017 / by Kathy Gregory posted in Business Process for Advisory

The 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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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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Balancing Strategic Advising and Business Plan Writing

[fa icon="calendar'] Wed, Aug 30, 2017 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory , Working with Clients

I am often asked during LivePlan training sessions: “When should I do a full business plan for my client, and how do I charge for it?” It’s a great question because it gets to the heart of advisory services.

Advisory services, done right, do not involve writing a traditional business plan.

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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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How a Bookkeeper Increased Strategic Advising Skills and Confidence

[fa icon="calendar'] Thu, Jun 29, 2017 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

I distinctly remember the moment I met Ingrid Edstrom, bookkeeper and founder of Polymath LLC. It was at the Scaling New Heights conference for accounting professionals in 2016, in the Bahamas. Everything was big: the resort, the ocean, the show itself.

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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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Key Performance Indicators Help You Keep Score—But You Still Need a Game Plan

[fa icon="calendar'] Tue, Feb 28, 2017 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

There’s a phrase my athletic coach says all the time that has infiltrated every aspect of my life—well beyond the physical training I do regularly:

“Get comfortable with the uncomfortable.”

This modest sentence has become my rallying cry to myself.

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The Strategic Advisor's Monthly Planning and Review Meeting

[fa icon="calendar'] Mon, Nov 28, 2016 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

If you could change one thing about your business today, what would it be?
Of all the things you sell, which ones are making you money and which ones aren’t? 
Are you on track to be able to give yourself a raise next year?

Do any of those questions get your attention? Would they get the attention of your small business owner clients?

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How to Run a Monthly Plan Review Meeting

[fa icon="calendar'] Fri, Apr 22, 2016 / by Noah Parsons posted in LivePlan Software for Advisory , Business Process for Advisory , Working with Clients

Most people think that meetings are a waste of time. They’re right.

Too many meetings are run poorly, have no real objective, and waste employees’ time—which kills productivity.

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Why We Switched: Moving from QuickBooks Desktop to QuickBooks Online

[fa icon="calendar'] Sun, Apr 10, 2016 / by Kathy Gregory posted in Business Process for Advisory

An interview with Palo Alto Software’s CFO Trevor Betenson, on why he switched the company from QuickBooks Desktop Enterprise Edition to QuickBooks Online, and why he feels QuickBooks Online is ready for most businesses.

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LivePlan Expert Advisors

[fa icon="calendar'] Tue, Mar 1, 2016 / by Kathy Gregory posted in Business Process for Advisory

LivePlan Expert Advisors

The following list includes the renewal due date for maintaining your Expert Advisor status.

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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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