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LivePlan’s Bootcamp for Strategic Advising: How it Started, How it’s Going

[fa icon="calendar'] Wed, Nov 25, 2020 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

The accounting profession is filled with amazing people! Accountants are smart (obviously), generous, hard-working (oh-so), and social (who knew?)! And last but not least, they really like to learn.

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What to Expect from LivePlan's Virtual Strategic Advising Bootcamp

[fa icon="calendar'] Wed, Aug 26, 2020 / by Nina Bamberger posted in Business Process for Advisory , Working with Clients , Advice for Your Practice

This year, accountants have been reminded that being nimble, lean, and adapting to change, is essential to their advisory work. Implementing these changes can feel difficult, but with the right system the work becomes scalable and profitable.

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Cash vs Profits — The Differences Explained

[fa icon="calendar'] Wed, Jul 22, 2020 / by Noah Parsons posted in Business Process for Advisory , Working with Clients , Budgeting and Forecasting

As an accountant for small businesses, the critical differences between cash and profits have been ingrained into your mind. You know that both profitability and cash matter to the health of a business. But your clients are focused on cash, and often ask you, “why doesn’t my cash match my profit?” This informational gap is all too common with advisory relationships—so how do you overcome it, once and for all?

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6 Reasons You Might Not Want to Apply for a PPP or SBA Loan

[fa icon="calendar'] Tue, May 19, 2020 / by Kody Wirth posted in Working with Clients , Paycheck Protection Loan

There are plenty of good reasons to take out a business loan. Maybe you’re looking to purchase new equipment, expand operations, or even increase your working capital over a period of time. With the right planning and reasoning, a business loan is often a necessary step that most business owners will have to take at one point or another.

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How to Use LivePlan to Manage Cash and Budget for Your Client’s Paycheck Protection Loan

[fa icon="calendar'] Tue, Apr 7, 2020 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

The passing of the $310 billion Paycheck Protection Program (PPP) expansion provides a second round of much-needed relief for small businesses struggling to survive through the COVID-19 crisis. Not only does it help them extend their cash runway, it will help them maintain their staff and cover needed expenses. As a strategic advisor you’ll need to help your small business clients plan for the loan and manage their cashflow.

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6 Tips for Responding to Client Emails

[fa icon="calendar'] Sun, Apr 5, 2020 / by Jonathan Michael posted in Working with Clients , Advice for Your Practice

Right now, practices everywhere are trying to adapt to a drastically different work landscape that often changes from day-to-day. Your team is working remotely. Your tax season has been extended. Your clients are dealing with disaster relief efforts and trying to stay above water.

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The Importance of Financial Forecasting for Your Clients In Crisis

[fa icon="calendar'] Tue, Mar 31, 2020 / by Kathy Gregory posted in Working with Clients , Budgeting and Forecasting , Advice for Your Practice

When small business owners are stressed from financial uncertainty they need information from their accountant that will help them from feeling blind-sided by unknowns, and enable them to forge a clear path forward.

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An Accountant's Guide to Strategic Advising Services for Small Businesses

[fa icon="calendar'] Wed, Dec 18, 2019 / by Kathy Gregory posted in Packaging and Selling Advisory , Working with Clients , Advice for Your Practice

Strategic advising is a specific type of small business advising service. It focuses on lean business planning, financial forecasting, and monthly financial performance tracking. In the accounting profession, it fits within the umbrella of client advisory services (CAS).

What differentiates strategic advising from other client advisory services is its focus on planning and iterative forecasting as the primary means of measuring and driving small business growth.

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How to Use Key Performance Indicators in Strategic Advising

[fa icon="calendar'] Wed, Nov 27, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

“Get comfortable with the uncomfortable.”

This modest sentence is powerful. It’s only in the difficult places that we grow, so the more we can get comfortable with things that make us uncomfortable, the stronger we become.

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How to Prepare and Conduct A Strategic Advising Client Meeting

[fa icon="calendar'] Wed, Oct 30, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

As a Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth.

Your work should cover questions such as these:

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Email Marketing Is Exactly What Your Client Advisory Service Is Missing

[fa icon="calendar'] Wed, Aug 21, 2019 / by Nina Bamberger posted in Working with Clients

In the public accounting industry, the practice of client advisory services involves much more than compliance-based work—it’s a relationship business. To grow and scale your Strategic Advising practice, your efforts need to be aimed at nurturing your clients and developing a personal connection that will set you up for repeat business.

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Build Customer Trust and Better Sales With 4 Buyer Touch Points

[fa icon="calendar'] Wed, Jul 31, 2019 / by Kelly Bosetti posted in Working with Clients , Advice for Your Practice

If I’ve learned anything during my two-plus decades of marketing leadership, it’s that trust is the backbone of the seller-buyer relationship.

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Growing Businesses Want Strategic Help From Expert Advisors

[fa icon="calendar'] Fri, Jun 14, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Millions of small business owners have used LivePlan products to start their businesses. Every week, we hear stories from small business owners thanking us for helping them develop a business plan and secure funding.

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Advisory Support for Your Small Business Clients: Bplans.com

[fa icon="calendar'] Fri, May 31, 2019 / by Kathy Gregory posted in Working with Clients

Palo Alto Software does more than build LivePlan, the world's best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content.

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4 Red Hot Business Trends to Expect Throughout 2019

[fa icon="calendar'] Mon, Mar 18, 2019 / by Vivek Patel posted in Working with Clients

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When you’re looking toward the future, one of the best ways to ensure that your predictions are accurate is by looking at the past. 2018 was a year full of technical advances and major changes. AI, VR, AR, and machine learning were everywhere.

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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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