The number one reason small businesses change accountants is because their accountant was not offering enough proactive advising services for their business. Attend this1-hour webinar and acquire the knowledge and skills to transform yourself into a Strategic Advisor.
You will walk away with the knowledge to help not just your clients, but your own practice:
1. plan strategically
2. forecast and budget
3. understand how to pick and track the right Key Performance Indicators (KPI’s), and
4. how to move from “Accountant” to Strategic Business Advisor.
We will cover: Business Planning, Cash Flow Forecasting, Budgeting & Forecasting, Industry Benchmarking, and why using financial dashboards that are integrated with accounting systems will help you and your small business clients grow 30% faster.
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.