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Clientadvisory liveplan

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.
Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 8, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Liveplan

Kathy Gregory has over 20 years of 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. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

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.