Up and Running

DECEMBER 9, 2014

For this discussion, we were joined by CEOs Jared Hecht of Fundera, Joshua Reeves of ZenPayroll, Matt Rissell of TSheets, and our own Sabrina Parsons of LivePlan and Palo Alto Software. Then now into TSheets which is a subscription based software with a much different model so again thank you for having us, having me on the panel.

Small Business 95

Small Business Finance Forecast Metrics 95

Up and Running

MAY 28, 2015

We recently had Tim Berry, Palo Alto Software founder and business planning expert, present our Bplans audience with his latest advice on lean business planning. That’s the sales forecast, the spending forecast and the cash flow. They’re going to look first at the sales forecast. It is not a document.

Lean 60

Lean Business Plan Video Software Review 60

Small Business Force

FEBRUARY 21, 2014

This doesn't mean you have to become a CPA or go take a boatload of accounting courses, but, at least, learn to understand what's in a basic income statement and balance sheet and what they mean. Go spring for some basic accounting software, early. Learn to understand basic accounting and formalize sooner rather than later.

Finance 37

Finance Management Forecast Entrepreneur 37

Up and Running

APRIL 29, 2014

Earlier this month I hosted Ryan Clower, a CPA from the accounting firm M. They work with business owners nationwide to get a better handle on their financial performance through financial consulting and proactive planning, which we at Palo Alto Software, the makers of LivePlan, love to hear. I’m excited to be here.

.Net 85

.Net Capital Gains Distribution Puerto Rico 85