<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=640847149337247&amp;ev=PageView&amp;noscript=1">

Announcing LivePlan's Strategic Advisory Summer Bootcamp 2021

[fa icon="calendar'] Wed, May 5, 2021 / by Jonathan Michael posted in Growth & Productivity , Strategic Advisor Method , Working with Clients

The Strategic Advisory Summer Bootcamp, a 4-day virtual event will take place June 28th-July 1st. Space is limited, so register now to claim your spot!

Read More

2021 State of Small Business Report - Insights for Strategic Advisors

[fa icon="calendar'] Sun, Mar 14, 2021 / by Kody Wirth posted in Growth & Productivity , Working with Clients

In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, they persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of their business, and the help they need from strategic advisors.

Read More

Overcoming Inbox Anxiety

[fa icon="calendar'] Wed, Feb 17, 2021 / by Madeline Pratt posted in Working with Clients , Advice for Your Practice

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.

Read More

The Most Important Skill of a Strategic Advisor Isn’t What You Think It Is

[fa icon="calendar'] Fri, Jan 29, 2021 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

Building your advisory practice is a journey. You may still be trying to find ways to charge for advice that you’ve been offering so far for free, or you may be selling bundled, fixed fee advisory services now. Either way, at this time, the demands being placed on you and the work that you’re doing in response, is new and unique.

Read More

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

[fa icon="calendar'] Wed, Jan 27, 2021 / by Kathy Gregory posted in Working with Clients , Advice for Your Practice

Paycheck Protection Loan Update:
Congress has passed a third round of stimulus that goes into effect the week of January 11th. This includes $284 billion in relief funds for small businesses to be made available through the Paycheck Protection Program (PPP) and a slew of updates for the Economic Injury Disaster Loan (EIDL) program that go into effect on January 15, 2021.

Read More

The Importance of Financial Forecasting for Your Clients In Crisis

[fa icon="calendar'] Mon, Jan 25, 2021 / 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.

Read More

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.

Read More

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.

Read More

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.

Read More

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:

Read More

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.

Read More

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.

Read More

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.

Read More

Advisory Content To Support 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.

Read More

How to Develop Successful Client Relationships for Strategic Advising

[fa icon="calendar'] Mon, Feb 25, 2019 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

“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.

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