Sponsor

LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp

Show Notes

00:31 – A personal word of thanks to our sponsors
01:00 – Sabrina and Kathy define advisory from their perspective
03:05 – Finding the why - Asking the right questions to help build a strong advisory service
07:01 – Another model of combining bookkeeping and advisory - former guest, Kenji Kuramoto
10:22 – Worth repeating: Bookkeeping is not what creates value in the mind of the business owner
11:37 – Adapt or die ... Stop fighting AI and get creative
13:29 – Sometimes Kool-Aid is good. Sabrina breaks down the myth that strategic planning is not a small-business imperative
15:14 – Want to take your client-advisory skills to the next level? The LivePlan Client Advisory Services Boot Camp is just what you need!
16:41 – For small businesses that don't have the budget for CFO-level help, there are endless opportunities for accountants skilled in strategic planning and advisory
19:10 – When you've got the 'who, what, where, and why,' LivePlan gives you the 'how'
19:53 – Kathy shares the inspiration behind LivePlan and describes some key features
22:08 – LivePlan is launching a new QuickBooks Desktop Beta. If you're interested in taking part, visit LivePlan.com/strategicadvisors to learn more
25:16 – LivePlan offers tools that remove the complications and make it easy for small business owners to work alongside their accountants
27:15 – Why Palo Alto transformed from desktop to cloud, and how they found the method to their madness within their own method - LivePlan
31:53 – How does Palo Alto Software stay profitable, and continue to reinvest in its own growth? Strategic planning
34:07 – Sabrina give a brief glimpse into her side gig - advocating for working moms and working families and how it took her to the White House more than once

Connect with Sabrina and Kathy

Email: accountants@liveplan.com
Website: LivePlan.com
Twitter - LivePlan: @LivePlanSA
Twitter - Sabrina: @mommyceo
LinkedIn - Sabrina: https://www.linkedin.com/in/sabrinaparsons
Twitter - Kathy: @KathyGregory1
LinkedIn - Kathy: https://www.linkedin.com/in/kathy-gregory-821525112/

Get in Touch

Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

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#Xerocon San Diego: LivePlan's Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development

The Accounting Podcast

#Xerocon San Diego: LivePlan's Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development