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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)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Series: Women in Accounting
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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Testimonials
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Claudy, MA

"Advisory has been an interested service of mine to provide to clients, and after this session, I really want to work on providing that service in 2018. Thanks Guys."
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Ravelle, CO

"I was sort of baffled on how to present something to a New customer and this session helped a GREAT deal on how to the things I gear up to do Thank You"
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Sandra, TX

"Excellent presentation and material."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Kathy Gregory

LivePlan for Strategic Advisors
Director of Strategic Development
peter@paloalto.com

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About Our Presenter

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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.