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Client advisory services, like any other offering in an accounting practice, must be profitable to be worthwhile for your business. At the same time, Strategic Advising, or client advisory services, have the distinction of being the most open-ended type of work you can do in the spectrum of public accounting. This might seem like a […]
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.
Remember the computing world just 10 years ago? Efficiency meant waiting for the next software upgrade and worrying that everyone we needed to work with had the right software version, so files could be shared. Remember compatibility lists, and the whole hassle over Mac files versus PC files? Good grief!
The accounting industry is changing rapidly. Small business clients want advice on their business growth challenges and opportunities. Accounting firms need to be able to offer Strategic Advising services confidently and profitably. We publish content, tips, and best practices for accountants and other advisors who offer Strategic Advising services to small business clients. Our readers […]
An interview with Palo Alto Software’s CFO Trevor Betenson, on why he switched the company from QuickBooks Desktop Enterprise Edition to QuickBooks Online, and why he feels QuickBooks Online is ready for most businesses.