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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 […]
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 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.
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.
For most small business owners, payroll is the most important payment they will make each month. It’s also very often the largest monthly expense. For so many of your small business owner clients, likely their first monthly cash flow consideration is, “can I make payroll?”
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 […]
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?
Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. The LivePlan Method is a business process and pricing model for strategic advising services.
“Get comfortable with the uncomfortable.” This modest sentence is powerful. It’s only in the difficult places that we grow, so the more we can get comfortable with things that make us uncomfortable, the stronger we become.
