Program Manager for Accountants

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Palo Alto Software, committed to the evolution of the Accountant as Strategic Advisor, has implemented the role of Accountant Channel Program Manager, to support our Accountant Partners in their implementation of LivePlan and its methodologies into their practice.  

Kathy Gregory comes to Palo KathyAlto Software and LivePlan with 15+ years experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions.  She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors.  

Kathy is excited to bring this experience to a company passionate about the health and growth of small businesses!  She is uniquely qualified to assist our Accountant and Strategic Advisor Partners in implementing LivePlan into their practice.  The methodology of LivePlan in combination with the knowledge of the Accountant Advisor is the optimal solution for the small business client.  We look forward to working with you!  Kathy can be reached by email at

Christa Carter
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