results have been found for “”

Strategic Advisor Blog

Posts Categorized: Working with Clients Remove Filter

2021 State of Small Business Report – Insights for Strategic Advisors
Posted By

2021 State of Small Business Report – Insights for Strategic Advisors

In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, they persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of their business, and the help they need from strategic advisors.

Overcoming Inbox Anxiety
Posted By

Overcoming Inbox Anxiety

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.

An Accountant’s Guide to Strategic Advising Services for Small Businesses
Posted By

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 […]