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Jonathan Michael

LivePlan for Strategic Advisors
Outpost Marketing Manager
jonathan@paloalto.com

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About Us: 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.

Archived Webinars

HOW CONTROLLERS CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT
Recorded Date March 25, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CFO / Controller     
HOW BOOKKEEPERS CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT
Recorded Date March 19, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, Other, Small Business Owner     
HOW VIRTUAL CFOs CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT
Recorded Date March 17, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Other     
SEVEN TIPS TO AVOID EMAIL OVERLOAD DURING TAX SEASON
Recorded Date February 17, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
HOW TO BUILD A PROFITABLE BOOKKEEPING SERVICE & IMPROVE CLIENT RETENTION
Recorded Date November 16, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
EMAIL BEST PRACTICES TO SAVE TIME & INCREASE CLIENT SATISFACTION
Recorded Date November 6, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
USING EMAIL TO MARKET AND SELL YOUR SERVICES
Recorded Date October 13, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other