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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

Create a Better Roadmap for Your Clients With LiveForecast™

[fa icon="calendar'] Fri, May 7, 2021 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

A financial forecast serves as a roadmap in your client advisory relationship. A strong forecast is built by analyzing past results, considering current trends, and outlining a path forward to meet the goals of the business. 

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4 Best Virtual Event Platforms to Consider in 2021

[fa icon="calendar'] Thu, Dec 17, 2020 / by Joey O'Shaughnessy posted in Growth & Productivity

Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users.

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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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How Strategic Advisors Forecast Personnel and Payroll in LivePlan

[fa icon="calendar'] Thu, May 28, 2020 / by Joey O'Shaughnessy posted in Business Process for Advisory , Budgeting and Forecasting

For most small business owners, payroll is the most important payment they will make each month. It’s also very often the largest monthly expense. For so many of your small business owner clients, likely their first monthly cash flow consideration is, “can I make payroll?”

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Improved Cash Flow Forecasting in LivePlan for Strategic Advisors

[fa icon="calendar'] Wed, Feb 26, 2020 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

Helping your clients understand their cash flow is an integral part of delivering quality advisory services. But cash flow isn’t just about the current financial position.

Creating an accurate cash flow forecast gives your clients the insight necessary to drive decision making for their business.

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New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More

[fa icon="calendar'] Fri, Jan 24, 2020 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

Over the last few months, we’ve released a variety of new features and improvements for LivePlan, many of which are specifically developed for LivePlan Strategic Advisors.
Our continued goal is to improve the overall experience for you and your clients—allowing you to serve more clients, build better forecasts, and generate strategic and thoughtful reports.

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LivePlan for Strategic Advisors - A Library of Best Practice Webinar Training

[fa icon="calendar'] Mon, Apr 1, 2019 / by Joey O'Shaughnessy posted in Strategic Advisor Webinars

Our Best Practice Library is an assortment of training webinars designed to help you learn how to use LivePlan, implement practices and strategies in your advisory practice, and keep you informed on the latest new features. In our library you can find webinars covering the following topics:

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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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