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Strategic Advisor Blog

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Overcoming Inbox Anxiety
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Overcoming Inbox Anxiety

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.

An Accountant’s Guide to Strategic Advising Services for Small Businesses
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An Accountant’s Guide to Strategic Advising Services for Small Businesses

Strategic advising is a specific type of small business advising service. It focuses on lean business planning, financial forecasting, and monthly financial performance tracking. In the accounting profession, it fits within the umbrella of client advisory services (CAS). What differentiates strategic advising from other client advisory services is its focus on planning and iterative forecasting […]