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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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Balancing Strategic Advising and Business Plan Writing

[fa icon="calendar'] Wed, Aug 30, 2017 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory , Working with Clients

I am often asked during LivePlan training sessions: “When should I do a full business plan for my client, and how do I charge for it?” It’s a great question because it gets to the heart of advisory services.

Advisory services, done right, do not involve writing a traditional business plan.

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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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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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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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Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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