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, and it’s quickly being adopted by accountants as an easy dashboard solution for keeping their small business clients aware of the financial health of their business. 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 Us: 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.

Archived Webinars Offered

EMAIL BEST PRACTICES TO SAVE TIME & INCREASE CLIENT SATISFACTION

Date RecordedOctober 23, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

USING EMAIL TO MARKET AND SELL YOUR SERVICES

Date RecordedOctober 13, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

THE CFO'S GUIDE TO USING KPIS FOR RISK MANAGEMENT AND BUSINESS GROWTH

Date RecordedMarch 24, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other    

HOW TO PROVIDE PROACTIVE ADVISING SERVICES USING SMALL BUSINESS DASHBOARDS

Date RecordedNovember 7, 2014  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

CEO PANEL: HOW TO HELP YOUR CLIENTS FINE-TUNE FINANCES FROM FUNDING TO GROWTH

Date RecordedNovember 6, 2014  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other