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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.

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 Strategic Advisor Method , Growth & Productivity

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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Productize Your Service Offering: The Why and How

[fa icon="calendar'] Mon, Dec 26, 2016 / by Kathy Gregory posted in Strategic Advisor Method , Growth & Productivity

I have done financial modeling and forecasting in one way or another for my entire career. I have performed this work for a vast array of business uses: management departments within private companies, project based companies, public companies and their boards, and companies seeking IPO.

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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 Strategic Advisor Method , Reporting & KPIs

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 Strategic Advisor Method , Reporting & KPIs

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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