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How Do You Know If You Have a Good Idea for a Business?

[fa icon="calendar'] Mon, Jul 10, 2017 / by Noah Parsons posted in Working with Clients

One of my biggest challenges at Palo Alto Software is figuring out which ideas to pursue and which ideas to put on the back burner. I have the luxury of working with a bunch of really smart people, so new ideas for things that we could do come up all the time.

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How a Bookkeeper Increased Strategic Advising Skills and Confidence

[fa icon="calendar'] Thu, Jun 29, 2017 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

I distinctly remember the moment I met Ingrid Edstrom, bookkeeper and founder of Polymath LLC. It was at the Scaling New Heights conference for accounting professionals in 2016, in the Bahamas. Everything was big: the resort, the ocean, the show itself.

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Planning Principle: It’s Business Planning, Not Accounting

[fa icon="calendar'] Fri, Apr 14, 2017 / by Tim Berry posted in Working with Clients , Budgeting and Forecasting

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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11 Angel Investor Blogs You Should Be Reading

[fa icon="calendar'] Mon, Mar 13, 2017 / by Noah Parsons posted in Working with Clients , Advice for Your Practice

In the business world, angel investors are sometimes equated with actual angels, sent to help us fund what could not otherwise be funded. These guardian angels of innovation are responsible for bringing many new ideas to life.

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Key Performance Indicators Help You Keep Score—But You Still Need a Game Plan

[fa icon="calendar'] Tue, Feb 28, 2017 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

There’s a phrase my athletic coach says all the time that has infiltrated every aspect of my life—well beyond the physical training I do regularly:

“Get comfortable with the uncomfortable.”

This modest sentence has become my rallying cry to myself.

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How and Why to Integrate Gamification Strategies Into Your Business

[fa icon="calendar'] Mon, Jan 16, 2017 / by Daphne Stanford posted in Working with Clients , Advice for Your Practice

Gamification can be highly motivating, for both internal employee performance and customer loyalty.

It’s the practice of structuring everyday tasks into a game-like format so as to increase the level of role-playing and point gaining—simulating a game being played—by incorporating goal-setting, integrating online tools, and offering real-time feedback.

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The ROI of High Employee Morale

[fa icon="calendar'] Thu, Dec 15, 2016 / by Daniel Matthews posted in Working with Clients , Advice for Your Practice

A business is an investment. You want it to succeed. You pour everything you can into it.

But, while you’re ensuring your ROI makes the venture worthwhile, it’s easy to forget one fundamental truth: Employees aren’t an investment—they’re people.

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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 Business Process for Advisory , Working with Clients

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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Thriving As an Introverted Business Owner

[fa icon="calendar'] Mon, Nov 14, 2016 / by Harriet Genever posted in Working with Clients , Advice for Your Practice

You may think that leadership and introversion don’t go together. Why would anyone blame you? Just take a look at some of the most prominent and successful leaders across history.

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10 Tips to Improve Business Efficiency

[fa icon="calendar'] Mon, Oct 10, 2016 / by Briana Morgaine posted in Working with Clients , Advice for Your Practice

Your company is running smoothly enough, but you know things could be better. Sometimes, a project gets hung up a few days too long, or meetings that once felt productive and useful now seem to drag on for hours. It can feel like wheels spinning in the mud, and it’s hard to get that traction back.

How can you fix these kinds of issues?

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Manage Your Clients’ Expectations in 3 Easy Steps

[fa icon="calendar'] Mon, Sep 12, 2016 / by Daniel Wilhelm posted in Working with Clients

Managing expectations can definitely be a balancing act.

Managing expectations is an aspect of business that is often overlooked while establishing client relationships. When clients are not briefed at the outset, or request changes further down the line, there is a tendency to over-commit and take on more work than is really feasible.

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How a Small Business Can Compete With the Big Guys at SEO

[fa icon="calendar'] Fri, Aug 12, 2016 / by Brad Shorr posted in Working with Clients

You’re running a small business. You’d dearly love to have high visibility on Google for organic search engine traffic and leads—but you’re being overwhelmed by big competitors with deep pockets and an army of Search Engine Optimization (SEO) specialists at their disposal.

Cheer up! You can still win at SEO, but you have to be smart—very smart—about how you deploy your resources.

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Lite Paper: Small Business Owners Seek Better Cash Flow Forecasting

[fa icon="calendar'] Fri, Jul 22, 2016 / by LivePlan posted in Working with Clients , Advice for Your Practice

When small business finance managers are asked to name the top challenges they face, they point to the inability to forecast results and manage cash flow as their most pressing concerns. Even those in charge of finance at SMB’s struggle with revenue forecasting and cash flow management.

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5 Tips For How Accountants Can Win New Clients at Networking Events

[fa icon="calendar'] Mon, May 9, 2016 / by Caroline Cummings posted in Working with Clients , Advice for Your Practice

Being an accountant or a CPA also requires learning how to sell yourself and your firm’s services. Larger firms typically have someone responsible for marketing and business development, but smaller and one-person firms must know how to do it all if they want to compete and differentiate themselves.

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Introducing Lean Planning: How to Plan Less and Grow Faster

[fa icon="calendar'] Wed, May 4, 2016 / by Noah Parsons posted in Working with Clients , Advice for Your Practice

Today, I want to introduce a new approach to business planning: Lean Planning.

Lean Planning replaces lengthy business plans with a planning process that focuses on increasing your chances of success in business.

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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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