Presenter: Sabrina Parsons

Format: Download MP4 video of presentation slides and audio

Confidently offer proactive advising services that will differentiate your practice and help you and your clients grow faster. Learn how to offer the services most desired by small businesses: budgeting, forecasting, cash flow management, KPI tracking, financial management dashboard, and strategic planning services. LivePlan?s Scoreboard feature syncs with QuickBooks Desktop, QuickBooks Online, and Xero and allows small businesses to track their actuals financial performance compared to planned and historical performance at a glance. This course is for CPAs, accountants, bookkeepers, outsourced CFOs, and financial and business advisors wishing to grow their practice by offering value added advising services. Must pass a 25 question final exam with 85% accuracy. Expert Advisors using LivePlan with at least 3 clients will get listed in our exclusive directory and have your practice promoted to over 200,000 LivePlan small business users.