Take an in-depth look at six key areas that EVERY business should track and monitor regularly. Learn how to implement Key Performance Indicators for tracking these metrics and how to develop strategic plans, and report monthly.
Learn what are Key Performance Indicators and why they are useful tools for tracking and reporting on progress.
Learn how each of your clients can make even better use of their accounting results, by tracking forecast and budget vs. their actual accounting data.
Enhance your and your clients’ abilities to respond strategically to changes in key performance metrics like profit margin, expenses, revenue, and AR/AP days.
Use these enhanced capabilities to increase your ability to strategically advise your clients, and keep their businesses running stronger than ever!
LivePlan for Strategic Advisors
Director of Strategic Development
kathy@paloalto.com
Kathy Gregory has over 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.