results have been found for “”

Strategic Advisor Blog

Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising
Posted By

Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising

As a strategic advisor, being nimble and productive in your work is essential to the growth and health of your business. Watch our new recorded webinar, hosted by LivePlan and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships.  The best strategic advisors help their […]

How to Sell Advisory Services to Your Clients
Posted By

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
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 […]