Plan Smarter, Grow Faster:

25% Off Annual Plans! Save Now

results have been found for “”

Strategic Advisor Blog

Posts Categorized: Business Process for Advisory Remove Filter

Budgeting Vs Forecasting: What’s the Difference?
Posted By

Budgeting Vs Forecasting: What’s the Difference?

Editor’s Note: An updated version of this post, along with other strategic advising resources, is available on the LivePlan Blog. 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 […]

Financial Forecasting: The Foundation of Strategic Advising
Posted By

Financial Forecasting: The Foundation of Strategic Advising

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, […]

Strategic Advising Services: A Step-by-Step Method for Growth
Posted By

Strategic Advising Services: A Step-by-Step Method for Growth

Editor’s Note: An updated version of this post, along with other strategic advising resources, is available on the LivePlan Blog The public accounting industry is changing rapidly, and your clients are turning to you for advice on their business growth challenges and opportunities. Your firm needs to be able to offer Strategic Advising services confidently […]