This webinar will show attendees how to take the headache out of managing client emails so that a whole team can stay organized, respond to clients quickly, focus on billable work, and provide excellent service.
In this one-hour webinar, attendees will learn time-saving methods to cut down on how much time is spent on email. Additionally, our presenter will highlight how one accounting firm created a smoother client onboarding process and increased their team’s efficiency.
Learning Objectives:
LivePlan for Strategic Advisors
Chief Executive Officer
[email protected]
(541) 683-6162
Sabrina Parsons is the CEO of Palo Alto Software. Palo Alto Software has been the global leader in business planning and financial dashboard software for small businesses for the last 20 years. The cloud-based product LivePlan is used in 180 countries. Accountants are quickly adopting it as an easy dashboard solution for keeping their small business clients aware of their business’s financial health. Sabrina Parsons is very well known on the Twittersphere as @MommyCEO. She also blogs for Forbes Women, Huffington Post, and Entrepreneur.com and has been featured on Accounting Today, Intuitive Accountant, and Business Insider. As an entrepreneur and small business owner and expert, she knows first-hand what it takes to launch, grow, and run a business. Her company has seen 108% growth year-over-year - and Sabrina credits this to their “lean planning and management” philosophy - which she’s here today to tell you more about how you can help you and your clients grow faster and more strategically.
LivePlan for Strategic Advisors
Director of Sales
[email protected]
(646) 642-5299
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.
LivePlan for Strategic Advisors
Product Manager - Outpost
[email protected]
(541) 249-5867