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3 Ways to Get Started With Strategic Advising
Are you looking for ways to begin Strategic Advising as a service to small business clients, but are unsure where to start? The work can feel “big” if it’s new for you.
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Are you looking for ways to begin Strategic Advising as a service to small business clients, but are unsure where to start? The work can feel “big” if it’s new for you.
Are you happy at work? Do you find satisfaction in the way you spend your day? Is work-satisfaction something you even think about? Advisory services could be your answer.
“My clients don’t want this.” This is what I hear from many accountants when I talk to them about Strategic Advising. “I wish my accountant would explain things better.” This is what I hear from small businesses owners—even my artist friend who I saw last week. We were catching up and I began talking about […]
I’ve done strategic planning for organizations of all kinds: public, private, growing corporations seeking IPO, and nonprofits. At the core of this work is financial modeling and forecasting. It doesn’t so much matter the type of business—the work is essentially the same:
LivePlan’s mission is to help people succeed in business, both accountants and their small business clients, which makes QuickBooks Connect the ideal conference for us.
We’ve just released some exciting updates to LivePlan that make it easier to create new financial forecasts. We’ve also given you a new option to forecast cost of goods sold and improved how we provide help.
Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question: “If you could get help in one area of your business right now, what would it be?”
The accounting industry has seen rapid growth and change in the last five years. The message to accountants is clear: client advisory services are the focus.
When I decided it would be good to align LivePlan’s method for advisory services with a workflow toolset, I wasn’t sure where I would begin. Then I met Ian Vacin, VP of partnerships and education at Karbon (and known accounting industry thought leader).
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.