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Webinar: 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 is joining a panel of experts from across the global accounting profession in this webinar on Dec 3rd.

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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.

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Webinar Recording: Financial Forecasting, Reporting and Cash Planning

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

Watch our recorded webinar where you will learn the basics of financial forecasting in LivePlan. Set up your firm for long-term success with an iterative process that will help drive decision making.

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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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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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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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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.

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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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