EPISODE · Nov 23, 2022 · 51 MIN
75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions.In this episode you’ll hear:the mindset shift Sabrina had to make as CEO of a company and mom to little kidsa piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)features on the roadmap for LivePlanAbout our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. Sabrina assumed the CEO role in May 2007.Connect with Sabrina on LinkedIn>Explore LiveplanSignup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)Checkout BPlans.com**************************************************Join Elevate: Self-Paced HERE>Thanks for listening.If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
What this episode covers
I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions. In this episode you’ll hear: the mindset shift Sabrina had to make as CEO of a company and mom to little kidsa piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)features on the roadmap for LivePlanAbout our guest: Sabrina Parsons is CEO of Palo Alto Software, and ...
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75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan
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