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ADDING BUSINESS PLANNING AND FINANCIAL FORECASTING TO YOUR SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

The number one reason small businesses change accountants is because their accountant was not offering enough proactive advising services for their business. Attend this1-hour webinar and acquire the knowledge and skills to transform yourself into a Strategic Advisor.

You will walk away with the knowledge to help not just your clients, but your own practice:
1. plan strategically
2. forecast and budget
3. understand how to pick and track the right Key Performance Indicators (KPI’s), and
4. how to move from “Accountant” to Strategic Business Advisor.

We will cover: Business Planning, Cash Flow Forecasting, Budgeting & Forecasting, Industry Benchmarking, and why using financial dashboards that are integrated with accounting systems will help you and your small business clients grow 30% faster.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Peter Thorsson

LivePlan for Strategic Advisors
Director of Sales
peter@paloalto.com
(646) 642-5299

Liveplan

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.

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.