Content Provider
Liveplan

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Advisingservices

HOW TO PROVIDE PROACTIVE ADVISING SERVICES USING SMALL BUSINESS DASHBOARDS

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

Small businesses today are looking for more from their accountant. In fact, the number one reason small businesses change accountants is because their accountant was not offering proactive financial advising services for their business. I will show them how using LivePlan will allow them to easily provide strategic financial advice, focus their clients on the right KPI’s, all without creating more work for the accountant or the client. Accountants can propel themselves into the role of strategic advisors and retain clients long-term by learning the business basics I will outline in my workshop.

Learning Objectives

  • Learn how collaborative, cloud-based dashboard software will increase the quality of your client interactions

  • Stay up-to-date with technology and financial trends most requested by accounting clients

  • Learn how an online dashboard can help you aquire new clients, and ensure your current clients stay in business longer

  • Learn how to plan strategically

  • Learn how to create a forecast and budget and set financial goals

  • Learn how to pick and choose the right Key Performance Indicators to track and manage

Linkedin

Sabrina Parsons

LivePlan for Strategic Advisors
Chief Executive Officer
sabrina@paloalto.com
(541) 683-6162

Liveplan

Sabrina Parsons is the CEO of Palo Alto Software. Palo Alto Software has been the global leader in business planning and financial dashboard software for small businesses for the last 20 years. The cloud-based product LivePlan is used in 180 countries. Accountants are quickly adopting it as an easy dashboard solution for keeping their small business clients aware of their business’s financial health. Sabrina Parsons is very well known on the Twittersphere as @MommyCEO. She also blogs for Forbes Women, Huffington Post, and Entrepreneur.com and has been featured on Accounting Today, Intuitive Accountant, and Business Insider. As an entrepreneur and small business owner and expert, she knows first-hand what it takes to launch, grow, and run a business. Her company has seen 108% growth year-over-year - and Sabrina credits this to their “lean planning and management” philosophy - which she’s here today to tell you more about how you can help you and your clients grow faster and more strategically.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Liveplan
Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.