Palo Alto Software will now offer a certification course for accountants using its LivePlan business planning software to help clients forecast and track business financial health.

Accountants who complete the course will earn a LivePlan Expert Advisor certification and marketing assistance from Palo Alto Software. First, they must watch a LivePlan online demo, map at least one QuickBooks or Xero account, and create a budget and forecast within LivePlan.

After the 90-minute online course, taught by Palo Alto CEO Sabrina Parsons, participants will immediately receive a 20-question final exam on which they must score 85 percent correct answers to pass.

Upon passing, accountants will receive a welcome kit with a printed certificate of completion, 25 copies of a client-facing brochure and other LivePlan branded marketing materials. Certified LivePlan Expert Advisors that on-board at least three clients will be listed in the “Find a LivePlan Expert Advisor” directory on, promoting their practice to more than 200,000 LivePlan small business users.

“We’re excited to give accountants an additional opportunity to build value for their services,” stated Parsons. “The knowledge they will gain from the course will better prepare them to educate their clients about the benefits of budgeting and forecasting and achieve their business goals in the new year and beyond.”

More information about the course is available here

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