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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 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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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.

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What Small Businesses Want From Accountants and Advisors

[fa icon="calendar'] Wed, Oct 31, 2018 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:

“If you could get help in one area of your business right now, what would it be?”

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6 Ways New Businesses Can Build Employee Engagement From the Start

[fa icon="calendar'] Wed, Sep 19, 2018 / by Glenn Elliott and Debra Corey posted in Working with Clients

When starting a new business, surely your focus needs to be on getting the business and the product up and running. You only have a few employees at most, so there’s nothing to worry about on the “people” front.

Right? Wrong.

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The Ultimate Guide to Collaboration With Your Business Partner

[fa icon="calendar'] Thu, Aug 16, 2018 / by Anthony St. Clair posted in Working with Clients , Advice for Your Practice

You and your business partner decided to go into business together for a number of reasons—probably in part to leverage each of your strengths so you’re more likely to succeed.

Ongoing collaboration is essential to your mutual success. In this ultimate guide to business partner collaboration, we’ll go over how to improve your collaboration and communication skills so you can grow your business together.

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How to Value Price Advisory Services

[fa icon="calendar'] Fri, Apr 27, 2018 / by Mark Wickersham FCA posted in Packaging and Selling Advisory , Working with Clients

Helping a client to build a more profitable and successful business is one of the most valuable things we can do. It would be crazy to price this work based on time—that would leave too much money on the table.

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How to Optimize Your Strategic Advising Website

[fa icon="calendar'] Wed, Mar 7, 2018 / by John Procopio posted in Working with Clients , Advice for Your Practice

This article on website optimization is pulled from LivePlan’s Best Practice webinar on sales and marketing for your accounting firm. Our own marketing director John Procopio offers concrete advice for assessing your website, and he offers a two-step checklist for implementing changes.

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Why Process Matters to the Success of Your Accounting Firm

[fa icon="calendar'] Tue, Feb 27, 2018 / by Laura Redmond posted in Packaging and Selling Advisory , Working with Clients

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and one that is thriving.

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The Secret to Boosting Your Appointment Bookings Via Social Media

[fa icon="calendar'] Wed, Feb 14, 2018 / by Anati Zubia posted in Working with Clients , Advice for Your Practice

There’s no doubt social media sites are marching forward in their quest to take over the rest of the internet. Once a repository for news feeds, career advice, and silly cat memes, social sites are now going toe-to-toe with more traditional channels for their share of the advertising and ecommerce spoils.

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What You Really Need to Know About Cash Flow

[fa icon="calendar'] Fri, Sep 15, 2017 / by Tim Berry posted in Working with Clients

Cash is king. You’ve heard it forever, but do you know what it really means?

Cash in this context isn’t bills or coins, it’s money in the bank that you can spend today. It’s the single most important resource in any business, and also one that is way too frequently misunderstood.

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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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