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Strategic Advisor Blog

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Necessary Skills to Be a Strategic Financial Advisor in 2022
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Necessary Skills to Be a Strategic Financial Advisor in 2022

Building your advisory practice is a journey. You may still be trying to find ways to charge for advice that you’ve been offering so far for free, or you may be selling bundled, fixed fee advisory services now. Either way, at this time, the demands being placed on you and the work that you’re doing […]

2021 State of Small Business Report – Insights for Strategic Advisors
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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
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Overcoming Inbox Anxiety

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

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 […]