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Joey O'Shaughnessy

Joey is the Channel Manager for Strategic Advisors. In his role he focuses on helping accountants and bookkeepers start, run, and grow their advising practice through LivePlan. He has been with Palo Alto Software for over 3 years and is a graduate of the University of Oregon.

Recent Posts

Webinar Recording: Subscription Revenue Modeling

[fa icon="calendar'] Sun, Jul 5, 2020 / by Joey O'Shaughnessy posted in Strategic Advisor Webinars

Watch our new recorded webinar, for an in depth discussion on how to use LivePlan to effectively forecast subscription-based advisory services for profitability, growth, and consumer retention.

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Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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Recent Posts