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Strategic Advisor Blog

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

How to Value Price Advisory Services

[fa icon="calendar'] Fri, Apr 27, 2018 / by Mark Wickersham FCA posted in Growth & Productivity

Helping a client to build a more profitable and successful business is one of the most valuable things we can do. It would be crazy to price this work based on time—that would leave too much money on the table.

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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 Growth & Productivity

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 Sell Advisory Services With Confidence (and How Not To)

[fa icon="calendar'] Wed, Mar 28, 2018 / by Christa Carter posted in Growth & Productivity

As Geoffrey James so eloquently explains in this article, “Selling is the process of making dreams come true." And even though this is absolutely true (or maybe because of this), many accountants are still very uncomfortable with the notion of “selling." They find it off-putting, or difficult at best.

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How to Optimize Your Strategic Advising Website

[fa icon="calendar'] Wed, Mar 7, 2018 / by John Procopio posted in Growth & Productivity

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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Why Process Matters to the Success of Your Accounting Firm

[fa icon="calendar'] Tue, Feb 27, 2018 / by Laura Redmond posted in Growth & Productivity

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and one that is thriving.

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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 Growth & Productivity

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 Growth & Productivity

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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Monetizing Client Advisory Services: 3 Easy Wins

[fa icon="calendar'] Tue, Dec 19, 2017 / by Kathy Gregory posted in Growth & Productivity

Client advisory services, like any other offering in an accounting practice, must be profitable to be worthwhile for your business. At the same time, Strategic Advising, or client advisory services, have the distinction of being the most open-ended type of work you can do in the spectrum of public accounting.

This might seem like a really great opportunity, but it can also be your biggest potential risk if you don’t plan for the work correctly.

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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 Growth & Productivity , Strategic Advisor Method

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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Advisory Support for Your Small Business Clients: Bplans.com

[fa icon="calendar'] Wed, Oct 18, 2017 / by Kathy Gregory posted in Growth & Productivity

Palo Alto Software does more than build LivePlan, the world's best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content.

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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 Growth & Productivity

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 Growth & Productivity , Strategic Advisor Method

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 Growth & Productivity

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 Do You Know If You Have a Good Idea for a Business?

[fa icon="calendar'] Mon, Jul 10, 2017 / by Noah Parsons posted in Growth & Productivity

One of my biggest challenges at Palo Alto Software is figuring out which ideas to pursue and which ideas to put on the back burner. I have the luxury of working with a bunch of really smart people, so new ideas for things that we could do come up all the time.

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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 Growth & Productivity , Strategic Advisor Method

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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