All businesses benefit from using forecasts to easily manage their cash, profit, and KPIs. Combining QuickBooks Online or QuickBooks Desktop with integrated apps allows you to take your past data from your accounting software and pare it down for strategic planning going forward. Reviewing your actual results and putting together a forecast becomes intuitive and straightforward.
Learning Objectives:
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.
Business Cents
Principal
[email protected]
An industry veteran, David Glantz co-founded Business Cents more than fifteen years ago and is recognized today as one of the leading consultants in the implementation of business systems, from accounting and retail/hospitality/POS to inventory management and data migration. After a successful 20+ year career as a professional services executive for accounting and technology software companies, (Macromedia/Adobe, Pyramid Integration, Flexi International, Ross Systems), David left the comforts of the corporate world to independently pursue his passion of helping companies solve business challenges- and in 2003, Business Cents was born. Business Cents is a long-standing QuickBooks Solution Provider. David has written blogs and articles for various industry publications and maintains all the certifications available as a QuickBooks and Lightspeed expert. He has also raised four children and is the loving grandfather of two adorable girls and 1 charming little chap (so far).
Intuit
Channel Account Manager
[email protected]
(520) 330-8985
Jesse Figueroa is a Channel Account Manager at Intuit as part of the QuickBooks Solution Provider Program. Jesse has been with Intuit since 2002. He is located out of Intuit’s Tucson (his hometown) office. For the majority of his tenure at Intuit, he has been part of the POS sales team but he has spent time in sales across all QuickBooks sales groups.