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It’s the question I get asked the most by accountants and business consultants who are beginning Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?” The answer is fairly straightforward, but also intriguing, in that it has a lot to do with the real value of small […]
Editor’s Note: An updated version of this post, along with other strategic advising resources, is available on the LivePlan Blog. Many people assume that reporting is the most important part of being a Strategic Advisor. However, a strong financial forecast is really the heart of any successful Strategic Advising relationship. The forecast provides the roadmap, […]
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 […]
Strategic Advising services are more profitable when using value-based pricing. Learn why in this Q&A with Mark Wickersham and Kathy Gregory.
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.
Accurate financial forecasts are vital to effective advising services. Here are 8 tips to improve financial forecasts for your clients.
See our newest feature in action! LiveForecast will help you keep forecasts up to date, see fresh running balances and be able to spend your valuable time with clients talking about what-if scenarios based on their future cash and profitability. It’s a game changer for your experience, raising the bar on your forecasting product, and […]
Watch this recording and see how accountants are garnering higher monthly fees with this system for bundling strategic advising services while using LivePlan to deliver.
Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising.
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 […]
