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The LivePlan Blog

Kathy Gregory

Kathy Gregory

Kathy Gregory, former Director of Product Marketing at LivePlan, spearheaded our strategic advising program for accountants while championing financial literacy for entrepreneurs. A key architect of "The LivePlan Method," precursor to our Growth Planning process, she now leads Lookahead Advisory (lookaheadadvisory.com), offering business development and strategic planning expertise to small businesses, nonprofits, and Tribal communities.

LivePlan Posts Written By Kathy Gregory

How to Conduct a Strategic Advising Meeting With Small Business Clients
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How to Conduct a Strategic Advising Meeting With Small Business Clients

As an accountant or Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth. Your work should cover questions such as these: “If you could change one thing about your business today, what would […]