Today at #LivePlanBootcamp I learned how super easy it is to create a forecast using LivePlan so I am a more effective strategic advisor for my clients.
Today at #LivePlanBootcamp I learned that I need to spend a lot more time with @KathyGregory1 AND that @liveplan helps clients see the interplay of their financial statements. 💥
Today at #LivePlanBootcamp I learned to plow through a forecast questionnaire. The more effort you expend on getting into the clients conscious, the better your forecast comes together. "Tell me more."
Today at #LivePlanBootcamp I learned that Megan is a theatrical accountant. I cant think of a better combination of professions. Accountants should be in more movies.
Today at #LivePlanBootCamp I am going to have as much fun as I did Tuesday. Role Playing in the software is a great way to learn. The small groups wa a great way to collaborate and discuss ideas :)
. @UrbanOutfitters ordered table. It's @ Ryder Last Mile @Portland scheduled delivery 10/22, delivery location 6 hrs roundtrip. Hubby will be in Portland tomorrow. Ur policy won't allow him 2 pick it up. He picks up, we win, you save 6 hours of driving and gas. #ClimateChange
@ramonray@liveplan Thanks @ramonray . SMBS can listen to webinar "COVID-19 Strategy: How to Forecast Cash Flow in a Crisis" and apply for #PPP from the @SBAgov : https://t.co/GfNzBCczaG
Thank you @michael_ly_ and @mommyceo for sorting out the PPP for me and @davidleary! It only took... 50 minutes. I really feel for those small business owners who don't have an expert like Michael on their team.
When our CEO, Sabrina Parsons gets home after work she puts her phone + computer away until her kids are asleep.🙌
Learn more about how @mommyceo is present for her kids in her recent interview with @thriveglobal:
https://t.co/97BkFqWjuZ @mommyceo#parenting#bepresent