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June 08, 2020

How to Price Strategic Consulting Engagements

June 08, 2020/ Joey Brannon
How to Price Strategic Consulting Engagements

Everyone wants to know how to price consulting work. I give you a peak inside my model and methods with a tool or two to consider.

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June 08, 2020/ Joey Brannon/
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June 01, 2020

The Real Questions You Should Be Asking PPP Loan Recipients

June 01, 2020/ Joey Brannon
The Real Questions You Should Be Asking PPP Loan Recipients

Back in the day I had four questions I would ask tax clients and those four questions changed my life. Here’s your chance to do the same. Don’t pass it up.

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June 01, 2020/ Joey Brannon/
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May 18, 2020

Strategic Consulting Tools and Workflows (Part 2)

May 18, 2020/ Joey Brannon
Strategic Consulting Tools and Workflows (Part 2)

This time we covered the tools and workflows from Strategic Assessment delivery through the first year of ongoing consulting.

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May 18, 2020/ Joey Brannon/
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May 11, 2020

Strategic Consulting Tools and Workflows (part 1 of 2)

May 11, 2020/ Joey Brannon
Strategic Consulting Tools and Workflows (part 1 of 2)

In this first of a two part series I run you through Axiom's workflows and tools on a typical engagement from Strategic Assessment all the way through the first year of strategic consulting. In this segment we cover everything up to delivery of the Strategic Assessment.

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May 11, 2020/ Joey Brannon/
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May 04, 2020

Executive Coaching Case Studies

May 04, 2020/ Joey Brannon
Executive Coaching Case Studies

Executive coaching can be intimidating when you first start charging for it and holding yourself out as something other than a compliance expert. But it needn’t be.

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May 04, 2020/ Joey Brannon/
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April 21, 2020

Zoom Consulting Workflows

April 21, 2020/ Joey Brannon
Zoom Consulting Workflows

We have been using Zoom for the better part of a decade, but its role in our practice has changed considerably during the COVID-19 pandemic. Here’s how to get the most out of it in your consulting practice.

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April 21, 2020/ Joey Brannon/
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April 14, 2020

Onboarding Clients During COVID-19

April 14, 2020/ Joey Brannon
Onboarding Clients During COVID-19

On April 13, 2020 The Consulting CPA hosted its third open-line call for CPA’s during the COVID-19 pandemic. This week we talked specifically about how our on-boarding approach has changed during a time when the issues facing businesses will not wait for the results of a strategic assessment.

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April 14, 2020/ Joey Brannon/
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March 30, 2020

Triaging Businesses During COVID-19

March 30, 2020/ Joey Brannon
Triaging Businesses During COVID-19

On March 30, 2020 The Consulting CPA hosted a call for CPA’s from all over the country to talk about how we are working with businesses to get through the crisis. I did a walk through of a “triage assessment” Google Spreadsheet we have been using with businesses who contact us. It calculates predicted cash flows under multiple scenarios.

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March 30, 2020/ Joey Brannon/ 1 Comment
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