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: the business process and the toolset.
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.
"The webinar provided an interesting perspective."
"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."
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.
CPAwebengage, Inc. (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.learningmarket.org.
CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211