The new normal: Getting your finances back on track
After nearly two years in a global pandemic, what is the new normal of finances for consumers and companies? In this panel, QuickBooks partners Dext and LivePlan explore the future of financial forecasting, budgeting, reporting analytics, customer insights and more – where we are, where we might be headed, and what tools it will take to successfully get there.
Paul Lodder joined Dext as a product domain expert in January 2021 having spent the previous 21 years in practice where he was a partner heading up the firm’s cloud accounting offering. ACCA-qualified since 2003, Paul led the firm’s MTD and digital strategy, submitted the first-ever VAT return under MTD in the UK, and provided support on digitization to accountants nationwide. While in practice, Paul managed a substantial portfolio of clients by providing audit, accounting, tax, and business advisory services to help them solve their business challenges and achieve their goals.
Sabrina is CEO of Palo Alto Software, developer of the best-selling business management software, LivePlan and online content site, Bplans.com. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted for entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives.
Liz Scott is the CEO of Accounting Lifeline and a co-host of the app review series The ‘Appy Hour. She is a member of the Intuit Trainer/Writer Network and was named Top Trainer/Writer 2020 by Insightful Accountants. Liz works to help clients understand and better manage their business, and can be reached at Liz@AccountingLifelineOK.com.