75 ⎸ How to Leverage Your Expertise with Sabrina Parsons, CEO of LivePlan

I interview the CEO of LivePlan and we chat about work-life 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 kids
• a piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)
• features on the roadmap for LivePlan

Resources mentioned in this episode:

• Take a tour of LivePlan
• Sign up for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)
• Check out BPlans.com
• Join Elevate: Self-Paced

Listen to the full audio here⬇

🎧 Or listen on our website here➡ https://www.ambitiousbookkeeper.com/podcast

About Sabrina Parsons

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.

Find & Follow

Connect with Sabrina: 

➡️ Follow her on LinkedIn

Connect with Ambitious Bookkeeper:

📱 On Instagram: instagram.com/ambitiousbookkeeper

📱 On LinkedIn: Linkedin.com/in/SerenaShoup

📱 On Facebook: Facebook.com/serenashoupcpa