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Jonathan Michael

LivePlan for Strategic Advisors
Outpost Marketing Manager
jonathan@paloalto.com

Liveplan
Jonathan has spent the last nine years developing and implementing digital marketing strategies. During that time, he has discovered that empathy and authenticity are strengths by which companies can effectively connect with individuals at every point along the inbound marketing funnel.

About Us: Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.

Archived Webinars Offered

HOW CONTROLLERS CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT

Date RecordedMarch 25, 2021  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller    

HOW BOOKKEEPERS CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT

Date RecordedMarch 19, 2021  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, Other, Small Business Owner    

HOW VIRTUAL CFOs CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT

Date RecordedMarch 17, 2021  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other    

SEVEN TIPS TO AVOID EMAIL OVERLOAD DURING TAX SEASON

Date RecordedFebruary 17, 2021  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

HOW TO BUILD A PROFITABLE BOOKKEEPING SERVICE & IMPROVE CLIENT RETENTION

Date RecordedNovember 16, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

EMAIL BEST PRACTICES TO SAVE TIME & INCREASE CLIENT SATISFACTION

Date RecordedNovember 6, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

USING EMAIL TO MARKET AND SELL YOUR SERVICES

Date RecordedOctober 13, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other