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Nina Bamberger

Nina Bamberger is a Summer 2019 Business Development intern at Palo Alto Software. Her recent work has included strategic writing, social media campaign management, and collaboration on creative content for Advertising. She is currently studying Business Administration at the University of Oregon, and will be graduating in 2020.

Recent Posts

Webinar Recording: Email Best Practices to Save Time & Increase Client Satisfaction

[fa icon="calendar'] Thu, Oct 15, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

Learn how to take the headache out of managing client email so your whole team can stay organized, respond to clients quickly, focus on billable work, and provide excellent service.

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Webinar Recording: Preview of LivePlan's Strategic Advisory Bootcamp

[fa icon="calendar'] Tue, Sep 8, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

Bootcamp is back and better than before! Watch a special Bootcamp preview and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year's event. 

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What to Expect from LivePlan's Virtual Strategic Advising Bootcamp

[fa icon="calendar'] Wed, Aug 26, 2020 / by Nina Bamberger posted in Business Process for Advisory , Working with Clients , Advice for Your Practice

This year, accountants have been reminded that being nimble, lean, and adapting to change, is essential to their advisory work. Implementing these changes can feel difficult, but with the right system the work becomes scalable and profitable.

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Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising

[fa icon="calendar'] Mon, Aug 24, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

As a strategic advisor, being nimble and productive in your work is essential to the growth and health of your business. Watch our new recorded webinar, hosted by LivePlan and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships. 

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Webinar Recording: How to sell, convert, and kick-off strategic advising services

[fa icon="calendar'] Thu, Jul 23, 2020 / by Nina Bamberger posted in Strategic Advisor Webinars

Watch our new recorded webinar for strategic advisors where you will hear from accounting expert Sharon Means, of Redmond Accounting, and industry experts from Aero Workflow, Practice Ignition, and LivePlan

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How to Improve Your Strategic Advising Website Using Analytics

[fa icon="calendar'] Fri, Sep 27, 2019 / by Nina Bamberger posted in Advice for Your Practice

To understand the overall health and performance of a business, the three main financial statements—income statement, cash flow statement, and balance sheet—tell a vivid story.

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Email Marketing Is Exactly What Your Client Advisory Service Is Missing

[fa icon="calendar'] Wed, Aug 21, 2019 / by Nina Bamberger posted in Working with Clients

In the public accounting industry, the practice of client advisory services involves much more than compliance-based work—it’s a relationship business. To grow and scale your Strategic Advising practice, your efforts need to be aimed at nurturing your clients and developing a personal connection that will set you up for repeat business.

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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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