LivePlan Strategic Advisor Blog

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Strategic Advisor Blog

Kathy Gregory

Kathy Gregory has 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

Webinar Recording: LIVE Forecasting in LivePlan

[fa icon="calendar'] Thu, Apr 15, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars

See our newest feature in action!

LiveForecast will help you keep forecasts up to date, see fresh running balances and be able to spend your valuable time with clients talking about what-if scenarios based on their future cash and profitability.

Webinar Recording: Create Higher Monthly Fees as a Strategic Advisor using LivePlan

[fa icon="calendar'] Fri, Mar 12, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars

Watch this recording and see how accountants are garnering higher monthly fees with this system for bundling strategic advising services while using LivePlan to deliver.

Webinar Recording: LivePlan 101 Forecasting, Cash Planning and Reporting for Advisors

[fa icon="calendar'] Sun, Feb 14, 2021 / by Kathy Gregory posted in Strategic Advisor Webinars

Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising.

Webinar Recording: Reviewing 2020 in Accounting—an expert panel

[fa icon="calendar'] Mon, Nov 23, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars

To recap on a year like no other and to look ahead to 2021, Kathy Gregory joined a panel of experts from across the global accounting profession in this webinar that was hosted by Karbon.

Why Financial Forecasting is the Foundation of Successful Strategic Advising

[fa icon="calendar'] Fri, Oct 30, 2020 / by Kathy Gregory posted in Business Process for Advisory , Budgeting and Forecasting

A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services.

Webinar Recording: See how Aero and LivePlan work together to deliver advisory

[fa icon="calendar'] Fri, Oct 30, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars

If your practice is looking for a way to get more organized and scalable delivering strategic advising, watch our recorded webinar to see how Aero + LivePlan can help.

Webinar Recording: Financial Forecasting, Reporting and Cash Planning

[fa icon="calendar'] Fri, Sep 11, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars

Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.

Webinar Recording: Cash and Profit Forecasting for Your SMB Clients

[fa icon="calendar'] Thu, Jun 11, 2020 / by Kathy Gregory posted in Strategic Advisor Webinars

Watch our new recorded webinar for an in depth discussion on cash and profit forecasting where you will learn the basics of forecasting, how to do it in LivePlan, and how to offer the service to your clients in both the best or worst case working conditions.

The Road to Strategic Advising Services: Implementation and Pricing

[fa icon="calendar'] Fri, Dec 6, 2019 / by Kathy Gregory posted in Business Process for Advisory , Packaging and Selling Advisory

Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. The LivePlan Method is a business process and pricing model for strategic advising services.

What Small Businesses Want From Accountants and Advisors

[fa icon="calendar'] Wed, Oct 31, 2018 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:

“If you could get help in one area of your business right now, what would it be?”

Why We Switched: Moving from QuickBooks Desktop to QuickBooks Online

[fa icon="calendar'] Sun, Apr 10, 2016 / by Kathy Gregory posted in Business Process for Advisory

An interview with Palo Alto Software’s CFO Trevor Betenson, on why he switched the company from QuickBooks Desktop Enterprise Edition to QuickBooks Online, and why he feels QuickBooks Online is ready for most businesses.