The Ambitious Bookkeeper Podcast

75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan


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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 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

About 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 Liveplan

Signup 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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

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Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

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Follow on Twitter: twitter.com/serenashoupcpa

Thank 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.com
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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