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Strategic Advisor Blog

Joey O'Shaughnessy

Joey O'Shaughnessy

Joey is the Channel Manager for Strategic Advisors. In his role he focuses on helping accountants and bookkeepers start, run, and grow their advising practice through LivePlan. He has been with Palo Alto Software for over 3 years and is a graduate of the University of Oregon.

LivePlan Posts Written By Joey O'Shaughnessy

Create a Better Roadmap for Your Clients With LiveForecast™
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Create a Better Roadmap for Your Clients With LiveForecast™

A financial forecast serves as a roadmap in your client advisory relationship. A strong forecast is built by analyzing past results, considering current trends, and outlining a path forward to meet the goals of the business.  But even the strongest forecast won’t always be 100% accurate. Unexpected costs, external market factors, and unforeseen challenges can […]

4 Best Virtual Event Platforms to Consider in 2021
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4 Best Virtual Event Platforms to Consider in 2021

Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users. After hosting the event we were left with a ton […]

New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More
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New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More

Over the last few months, we’ve released a variety of new features and improvements for LivePlan, many of which are specifically developed for LivePlan Strategic Advisors. Our continued goal is to improve the overall experience for you and your clients—allowing you to serve more clients, build better forecasts, and generate strategic and thoughtful reports.