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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 […]
Learn how to make the most of networking events and conferences with these six tips for connecting with attendees and earning new clients.
Your company’s website is an entryway to all of your business offerings. Here are 10 ways to optimize your website and connect with clients.
Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics that have made a big impact on her sanity and her inbox.
The passing of the Paycheck Protection Program (PPP) expansion provides some much-needed relief for small businesses struggling to survive through the COVID-19 crisis (and whatever comes next). Not only does it help them extend their cash runway, it will help them maintain their staff and cover needed expenses. As a strategic advisor you’ll need to […]
When small business owners are stressed from financial uncertainty they need information from their accountant that will help them from feeling blind-sided by unknowns, and enable them to forge a clear path forward.
So you’ve started offering strategic advising services to clients? Good for you! Your small business clients need your help with business insights and guidance.
Through 20+ years experience Trevor Betenson has found that a mix of advising and accounting leads to a more impactful career. Learn how he transformed himself into a strategic advisor over the course of his career and how you can do the same.
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 […]
The notion of planning, and adjusting our plan, is a fundamental part of all of our lives. We do it daily, sometimes without even realizing it, on things both big and small. Planning for retirement? Planning a vacation? Planning for next month’s grocery bill?
