08.13.2019 - By Blake Oliver & David Leary
Blake and David chat with Sabrina Parsons, CEO of LivePlan, and Kathy Gregory, LivePlan's Director of Strategic Development at Xerocon 2019 in San Diego. They cover a range of issues from advisory and strategic planning to leveraging AI to build a better practice. Discover key LivePlan features and solutions for small business owners, accountants and bookkeepers. Don't miss LivePlan's Client Advisory Services Bootcamp slated for this October in Eugene, Oregon!