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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 Growth & Productivity , Strategic Advisor Method

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 Growth & Productivity , Strategic Advisor Method

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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Planning Principle: It’s Business Planning, Not Accounting

[fa icon="calendar'] Fri, Apr 14, 2017 / by Tim Berry posted in Financial Modeling & Forecasting , Strategic Advisor Method

It’s business planning not accounting. Your projections, although they look like accounting statements, are just projections. They are always going to be off one way or another, and their purpose isn’t guessing the future exactly right, but rather setting down expectations and connecting the links between spending and revenue.

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Strategic Advising: Your Happiness at Work

[fa icon="calendar'] Mon, Mar 27, 2017 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

I’ve done a lot of writing about how to do the work of Strategic Advising, but in this post I want to emphasize how it should feel. The question is this: Are you happy at work? Do you find satisfaction in your work days? Are you sure?

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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 Reporting & KPIs , Strategic Advisor Method

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 Reporting & KPIs , Strategic Advisor Method

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

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