<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=640847149337247&amp;ev=PageView&amp;noscript=1">

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.

Read More

Why Process Matters to the Success of Your Accounting Firm

[fa icon="calendar'] Tue, Feb 27, 2018 / by Laura Redmond posted in Packaging and Selling Advisory , Working with Clients

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.

Read More

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

Subscribe to Email Updates

Recent Posts