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How to Develop Successful Client Relationships for Strategic Advising
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How to Develop Successful Client Relationships for Strategic Advising

“My clients don’t want this.” This is what I hear from many accountants when I talk to them about Strategic Advising. “I wish my accountant would explain things better.” This is what I hear from small businesses owners—even my artist friend who I saw last week. We were catching up and I began talking about […]

Strategic Advising Services Are More Profitable With Value-Based Pricing
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Strategic Advising Services Are More Profitable With Value-Based Pricing

We’ve had a great year teaming up with Mark Wickersham to help more accountants adopt value-based pricing for advisory services in their firms. In the past few years, these two concepts have grown from buzzwords to important strategies for accountants, helping them get paid fairly for their services in a changing industry.

What Small Businesses Want From Accountants and Advisors
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What Small Businesses Want From Accountants and Advisors

Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question: “If you could get help in one area of your business right now, what would it be?”

Drowning In The Message: Why A Process for Advisory Is The Answer
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Drowning In The Message: Why A Process for Advisory Is The Answer

I wrote this very first blog post for the Strategic Advisor blog back in July of 2016, right after Scaling New Heights, and a series of accounting conferences and industry meetings. It was true then, and two years later it is still true—except now I know more! With tax season just ending, it’s a good […]

Monetizing Client Advisory Services: 3 Easy Wins
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Monetizing Client Advisory Services: 3 Easy Wins

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 […]

Balancing Strategic Advising and Business Plan Writing
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Balancing Strategic Advising and Business Plan Writing

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.