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Live

.LIVEPLAN EXPERT ADVISOR - CERTIFICATION

Cost Free
Presentation Length 2.0 hours

Recorded DateFebruary 12, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

If you advise clients on their business plan and financials to help them grow, this certification is for you. This is for CPAs, accountants, bookkeepers, outsourced CFOs, financial and business advisors.

For a limited time, certification is FREE.

Prerequisite to take the live 2-hour Certification Course:
- Have seen a LivePlan demo
- Have connected at least 1 company’s QBO or Xero books to LP (Ok if it’s your own), mapped the books to LivePlan, and created a budget and forecast in LivePlan

Confidently offer proactive advising services to clients:
- Budgeting & forecasting
- Cash flow management
- Business planning
- Industry benchmarking
- Financial KPI dashboard

Receive a Free LivePlan Welcome Packet that includes:
- A certificate to show off your LivePlan official certification
- “LivePlan Expert Advisor” badge for your web site
- “LivePlan Expert Advisor” sticker badges
- 25 printed copies of the LivePlan brochure for your clients
- A stylish LivePlan t-shirt

Once Certified AND connection completed for at least 3 clients to LivePlan using either QBO or Xero (mapped, budget & forecast built):
- Be listed in our exclusive online directory of “LivePlan Expert Advisors”
- Have your practice promoted to over 200,000 LivePlan small business users

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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.

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.