[fa icon="chevron-up"]

The Growth of a Strategic Advising Practice: Part 4

[fa icon="calendar'] Thu, May 18, 2017 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

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.

Read More

The Growth of a Strategic Advising Practice: Part 3

[fa icon="calendar'] Thu, May 11, 2017 / by Kathy Gregory posted in Growth & Productivity , Strategic Advisor Method

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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?

Read More

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.

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