LivePlan Named a “Sleeter Awesome App” at Solutions14 Conference

Eugene, Ore.

LivePlan, Palo Alto Software’s flagship forecasting,budgeting and small business management dashboard software, was named a Sleeter Awesome App at the Solutions14 Conference in Las Vegas last week.

LivePlan helps accountants by integrating with Quickbooks Desktop, Quickbooks Online and Xero to pull in accounting data and organizes it into one easy-to-read small business dashboard. Using LivePlan, accountants can become strategic proactive financial advisors for their clients. LivePlan gives their small business clients all the financial information in a format they understand, while giving the accountant a tool to provide all the financial reports a small business owner should be looking at -- all at the click of a button.

“LivePlan is a fantastic budgeting and forecasting tool and the Scoreboard feature easily connects with accounting systems to help accountants stay in touch with their small business clients year round,” said Doug Sleeter, president and CEO of The Sleeter Group. “With the help of LivePlan, accountants can position themselves as trusted advisors for small businesses.”

The four-day accounting solutions conference, which is designed for accounting professionals who provide software and hardware consulting services to their clients, attracted over 1,000 attendees and 90 exhibitors with 70 featured educational sessions and 12 keynote presenters, including Parsons. The Awesome Apps Award is given to the best providers of small business accounting software each year.

“It feels great to have been recognized by the Sleeter Group, leaders in an industry that is so important to our business,” said Sabrina Parsons, CEO of Palo Alto Software. “Accountants are the most underutilized asset for small businesses, and we’re excited that LivePlan has been recognized as a tool that not only helps accountants remain relevant in today’s changing business management landscape, but also provides business planning and financial management skills that are important to increasing the success of small businesses."

Parsons also lead an educational session at the conference about how accountants can propel themselves into the role of a strategic advisor for their small business clients. By providing quality strategic counsel based on real-time business data, accountants are in the best position to get small businesses past the critical five-year mark.

Creating a strategic business plan that includes budgets and forecasts is key to the success of running a small business. In fact, businesses who plan and manage their business to that plan, grow 30 percent faster, according to a Cranfield School of management study. With LivePlan, accountants can easily help their clients understand their business’s financial health and plan for sustainable growth.

Other winners at the conference included ZenPayroll, Xero, ZOHO CRM and TSheets.

To learn more about LivePlan, visit