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3 Ways to Get Started With Strategic Advising

[fa icon="calendar'] Tue, Apr 30, 2019 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

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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Strategic Advising: Your Happiness at Work

[fa icon="calendar'] Thu, Mar 28, 2019 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

Are you happy at work? Do you find satisfaction in the way you spend your day? Is work-satisfaction something you even think about? Advisory services could be your answer.

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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 Growth & Productivity , Strategic Advisor Method

“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 Growth & Productivity , Strategic Advisor Method

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 Growth & Productivity , Strategic Advisor Method

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 Growth & Productivity , Strategic Advisor Method

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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Financial Forecasting: The Foundation of Strategic Advising

[fa icon="calendar'] Sat, Sep 29, 2018 / by Kathy Gregory posted in Financial Modeling & Forecasting , Strategic Advisor Method

A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services.

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Planning Is a Key Advisory Service—Keep It Personal!

[fa icon="calendar'] Fri, Aug 31, 2018 / by Kathy Gregory posted in Financial Modeling & Forecasting , Strategic Advisor Method

Summer break is ending, and I can feel it.

With three weeks remaining before the beginning of a new school year, there is a need to get it all in! There were big expectations for our summer plan: night time bike rides and star gazing, s’mores, family reading, and pool time. Maybe a trip to the mountains, and if we are applying stretch goals, the ocean too!

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The Road to Strategic Advising Services

[fa icon="calendar'] Wed, Jul 25, 2018 / by Kathy Gregory posted in Strategic Advisor Method

Avoiding the potholes

Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. Having a regular routine can make all the difference.

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3 Observations From Scaling New Heights

[fa icon="calendar'] Fri, Jun 29, 2018 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

Scaling New Heights 2018 was a great experience! It’s always a true pleasure talking with customers face to face and reconnecting with industry peers. It’s also fascinating to see how the industry is growing and shifting year over year. This year there were a few big takeaways for me.

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Drowning In The Message: Why A Process for Advisory Is The Answer

[fa icon="calendar'] Mon, Apr 16, 2018 / by Kathy Gregory posted in Strategic Advisor Method

I wrote this very first blog post for the Strategic Advisor blog back in July of 2016, right after Scaling New Heights, and a series of accounting conferences and industry meetings. It was true then, and two years later it is still true—except now I know more! With tax season just ending, it’s a good time to reintroduce this article with updates. Two years later, we are still drowning in the message!

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

[fa icon="calendar'] Mon, Oct 30, 2017 / by Kathy Gregory posted in Strategic Advisor Method

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

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