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ADD CLIENT ADVISORY SERVICES TO YOUR CPA FIRM WITH SCALABLE LIVEPLAN METHOD

This course is tailored for those currently practicing public accounting who wish to offer Strategic Advising as a service offering to their small business clients. 
CostFree Presentation Length1.5 hours 

Recorded DateOctober 12, 2017  CPE:Not available (archived webinars do not offer CPE credits)  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Who should attend?CPA - small firm
CPA - medium firm 
Course Description

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.

Learning Objectives

  • 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.

Testimonials

"The webinar provided an interesting perspective."

"It's amazing!"

"Good Insight into Forecasting and Creating a Business Plan."

"Extremely informative webinar about the process and tool. Thank you!"

"Kathy Gregory presented the material well and communicated personal knowledge of implementing strategic planning."

"Great information shared becoming more knowledgeable and confident in the strategic advising and financial planning industry."

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kathy Gregory comes to Palo Alto Software and LivePlan with 15+ years experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors.