Small business clients need help using their financial data to understand the growth of their business and make strategic decisions. As a public accountant you are perfectly positioned to be a strategic advisor to your small business clients. You must determine how to deliver this service in your firm and what toolsets you will use to support it. This course will introduce you to the LivePlan Method for Strategic Advising.
The type of information small businesses want from their public accountant.
What is strategic advising, and how does it differ from standard accounting services.
The concepts of Lean Business Planning - turning client goals into strategic metrics.
Setting up a process for monthly feedback to your small business clients
Modeling a financial forecast - how to set yourself up for success.
Setting up a process for monthly feedback to your small business clients.
Claudy, MA
"Advisory has been an interested service of mine to provide to clients, and after this session, I really want to work on providing that service in 2018. Thanks Guys."Ravelle, CO
"I was sort of baffled on how to present something to a New customer and this session helped a GREAT deal on how to the things I gear up to do Thank You"Sandra, TX
"Excellent presentation and material."