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Paycheck Protection Loan Update:Congress has passed a third round of stimulus that goes into effect the week of January 11th. This includes $284 billion in relief funds for small businesses to be made available through the Paycheck Protection Program (PPP) and a slew of updates for the Economic Injury Disaster Loan (EIDL) program that go […]
When small business owners are stressed from financial uncertainty they need information from their accountant that will help them from feeling blind-sided by unknowns, and enable them to forge a clear path forward.
A CRM is a great tool for keeping your accounting clients happy. But what should you look for and do you really need one? Let’s find out.
Here are 5 tips we recommend to help your team respond to more client emails, be more efficient, and focus on billable work.
Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users. After hosting the event we were left with a ton […]
To recap on a year like no other and to look ahead to 2021, Kathy Gregory joined a panel of experts from across the global accounting profession in this webinar that was hosted by Karbon.
If your practice is looking for a way to get more organized and scalable delivering strategic advising, watch our recorded webinar to see how Aero + LivePlan can help.
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.
Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.
Bootcamp is back and better than before! Watch a special Bootcamp preview and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year’s event. Our virtual Strategic Advisory Bootcamp will give you the knowledge and resources necessary to help implement, scale, sell and market advisory services. In this […]
