#Xerocon San Diego: LivePlan's Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development

The Accounting Podcast · Aug 13, 2019 · 35m · transcript

Sponsor

LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp

Show Notes

00:31 – A personal word of thanks to our sponsors

01:00 – Sabrina and Kathy define advisory from their perspective

03:05 – Finding the why - Asking the right questions to help build a strong advisory service

07:01 – Another model of combining bookkeeping and advisory - former guest, Kenji Kuramoto

10:22 – Worth repeating: Bookkeeping is not what creates value in the mind of the business owner

11:37 – Adapt or die ... Stop fighting AI and get creative

13:29 – Sometimes Kool-Aid is good. Sabrina breaks down the myth…