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Strategic Advisor Blog

Posts Categorized: Packaging and Selling Advisory Remove Filter

Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class
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Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class

The Strategic Advisor Financial Forecasting Master Class is a single-day, dynamic live learning event taking place on June 2nd. Space is limited, so reserve your seat today! Build your forecasting chops This Master Class will offer a deep dive into financial forecasting and help advisors master LivePlan’s LiveForecast feature. Attendees will learn:  How to build […]

How to Sell Advisory Services to Your Clients
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How to Sell Advisory Services to Your Clients

Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth.

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 […]

How to Value Price Advisory Services
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How to Value Price Advisory Services

Helping a client to build a more profitable and successful business is one of the most valuable things we can do. It would be crazy to price this work based on time—that would leave too much money on the table.

Why Process Matters to the Success of Your Accounting Firm
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Why Process Matters to the Success of Your Accounting Firm

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and […]