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Elevate Client Advising: Financial Forecasting and Planning Using LivePlan
Software Demo Included
Computer Software and Applications

ELEVATE CLIENT ADVISING: FINANCIAL FORECASTING AND PLANNING USING LIVEPLAN

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 31, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Discover how LivePlan can revolutionize your client advising process by enabling you to create accurate financial forecasts, dynamic performance dashboards, and automated monthly reviews. Enhance client relationships with customized reporting and tailored insights that drive strategic decision-making. Dive into the newest feature, Monthly Review, and optimize your account to maximize its benefits. Gain top tips and tricks for leveraging this tool and easily create and share reports with clients for unparalleled value delivery and strategic planning.

Learning Objectives:


  • Identify the key features of LivePlan for creating financial forecasts and performance dashboards

  • Determine how to enhance client relationships through customized reporting

  • Recognize the benefits of strategic decision-making with tailored insights and dynamic analyses

  • List the steps to integrate LivePlan forecasts into client meetings and unlock lender-ready business plans

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Peter Thorsson

LivePlan for Strategic Advisors
Director of Sales
[email protected]
(646) 642-5299

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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

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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.