SponsorLivePlan: http://cloudaccountingpodcast.promo/lpbootcamp
Show Notes 
00:31 – A personal word of thanks to our sponsors 
01:00 – Sabrina and Kathy define advisory from their perspective  
03:05 – Finding the why - Asking the right questions to help build a strong advisory service 
07:01 – Another model of combining bookkeeping and advisory - former guest, Kenji Kuramoto 
10:22 – Worth repeating: Bookkeeping is not what creates value in the mind of the business owner  
11:37 – Adapt or die ... Stop fighting AI and get creative  
13:29 – Sometimes Kool-Aid is good. Sabrina breaks down the myth that strategic planning is not a small-business imperative
15:14 – Want to take your client-advisory skills to the next level? The LivePlan Client Advisory Services Boot Camp is just what you need!  
16:41 – For small businesses that don't have the budget for CFO-level help, there are endless opportunities for accountants skilled in strategic planning and advisory 
19:10 – When you've got the 'who, what, where, and why,' LivePlan gives you the 'how'  
19:53 – Kathy shares the inspiration behind LivePlan and describes some key features 
22:08 – LivePlan is launching a new QuickBooks Desktop Beta. If you're interested in taking part, visit LivePlan.com/strategicadvisors to learn more
25:16 – LivePlan offers tools that remove the complications and make it easy for small business owners to work alongside their accountants 
27:15 – Why Palo Alto transformed from desktop to cloud, and how they found the method to their madness within their own method - LivePlan  
31:53 – How does Palo Alto Software stay profitable, and continue to reinvest in its own growth? Strategic planning  
34:07 – Sabrina give a brief glimpse into her side gig - advocating for working moms and working families and how it took her to the White House more than once
Connect with Sabrina and Kathy 
Email: accountants@liveplan.com
Website: LivePlan.com
Twitter - LivePlan: @LivePlanSA

Twitter - Sabrina: @mommyceo

LinkedIn - Sabrina: https://www.linkedin.com/in/sabrinaparsons

Twitter - Kathy: @KathyGregory1

LinkedIn - Kathy: https://www.linkedin.com/in/kathy-gregory-821525112/

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