Content Provider

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Self-Study CPE
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Free cpe webinars
Use LivePlan With QBO to Feel Confident About Cash Flow This Season


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Do you ever find yourself needing to stop and consider where you’ve been, so you can feel confident about your plan for where you’re headed? LivePlan allows you to take your past data from your accounting software and pare it down for strategic planning going forward. Reviewing your actual results, and putting together a forecast, becomes simple and intuitive.

Learning Objectives:

  • Identify the revenue and expense categories you need for a useful strategic forecast

  • Demonstrate how to sync LivePlan with QuickBooks Online or QuickBooks Desktop

  • Review your chart of accounts to your forecast categories

  • Demonstrate LivePlan to track your actual performance against your forecasted plan going forward


Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

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An industry veteran, David Glantz co-founded Business Cents more than fifteen years ago and is recognized today as one of the leading consultants in the implementation of business systems, from accounting and retail/hospitality/POS to inventory management and data migration. After a successful 20+ year career as a professional services executive for accounting and technology software companies, (Macromedia/Adobe, Pyramid Integration, Flexi International, Ross Systems), David left the comforts of the corporate world to independently pursue his passion of helping companies solve business challenges- and in 2003, Business Cents was born. Business Cents is a long-standing QuickBooks Solution Provider. David has written blogs and articles for various industry publications and maintains all the certifications available as a QuickBooks and Lightspeed expert. He has also raised four children and is the loving grandfather of two adorable girls and 1 charming little chap (so far).


Jesse Figueroa

Channel Account Manager
(520) 330-8985

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Jesse Figueroa is a Channel Account Manager at Intuit as part of the QuickBooks Solution Provider Program.  Jesse has been with Intuit since 2002.  He is located out of Intuit’s Tucson (his hometown) office.  For the majority of his tenure at Intuit, he has been part of the POS sales team but he has spent time in sales across all QuickBooks sales groups.

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.
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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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For more than 17 years, Business Cents has dedicated its efforts to help local organizations thrive. 

Family owned and operated, our expert team is continually navigating the unique needs and changing landscapes of businesses looking to deliver exceptional products and services to their communities and beyond.

In 2003, we saw a gap in small business management we felt we could help close. Launching as a boutique bookkeeping services firm,  we set out to provide critical financial guidance to many of our beloved neighborhood outlets. 

From bookkeeping to business solutions, Business Cents emerged into a full service suite of software application, data migration/ integration, and IT consulting. As a QuickBooks Solution Provider, QuickBooks Advanced Certified Adviser (Desktop and Online), and Certified Lightspeed Expert, we guide our clients toward programs that support seamless workflow and solid financial health.