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


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Aug 12 2019 35 mins  

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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

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