Podcasts about palo alto software

Alan Gleeson is the CEO and Co-Founder of Contento, (www.contento.io) a content management system (CMS) for B2B SaaS and technology websites. Alan started his career in financial services, joining Barclays on their graduate programme. After Barclays he moved to Freeserve, then one of the poster boys for the 'dot com' boom. He subsequently joined Palo Alto Software, a leading Software as a Service (SaaS) company where he acted as the Managing Director for the European subsidiary. In recent years Alan has worked as a Fractional Chief Marketing Officer (CMO) for several  B2B SaaS companies, in a mix of full time and consultancy engagements . Alan is based in London, is on the board of Digital Irish, and coaches at Ealing Trailfinders Rugby Club. He also has an MBA from University of Oxford, and an MSc from University College Cork, Ireland. This episode is hosted by Dave Byrne

I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions.In this episode you'll hear:the mindset shift Sabrina had to make as CEO of a company and mom to little kidsa piece of advice that would help any bookkeeper add more value to you clients (it's not even advisory!)features on the roadmap for LivePlanAbout our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at 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. Sabrina assumed the CEO role in May 2007.Connect with Sabrina on LinkedIn>Explore LiveplanSignup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)Checkout BPlans.com**************************************************Join Elevate: Self-Paced HERE>Thanks for listening.If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link) Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching

Alan Gleeson is a London-based B2B SaaS marketing consultant with a particular interest in supporting tech startups to generate leads and grow their businesses.  Alan started his career in financial services, joining Barclays in its graduate program. During his time at Barclays he joined Freeserve on secondment, then one of the poster boys for the ‘dot com' boom. He subsequently joined Palo Alto Software, a leading Software as a Service (SaaS) company in 2004 where he acted as the Managing Director for the European subsidiary for a number of years.  More recently Alan has worked for a number of leading B2B SaaS startups, in a mix of full-time and consultancy engagements. These include the likes of Cognism (one of the fastest-growing SaaS companies in the UK) and Indeemo (a leader in the emerging mobile ethnography space).  In this episode, he shares how we can use B2B SaaS marketing to drive growth fast and scale internationally. Insights he shares include: Why the pursuit of quick wins is a problem in the B2B SaaS worldHow to navigate the mind-shift required to enable leaders to see B2B SaaS marketing through a different lensHow to balance the desire for hockey stick growth vs organic growthWhat should companies be doing to future proof themselves and scale, given the trends we are seeing todayWhat should companies entering the European market be aware ofHow should European companies entering North America prepare themselvesDoes it make sense to find locals to help navigate the cultural nuances of going internationalMarketing skillsets and indicators to look for in a potential hireHow to best handle content needs when going to international marketsHow Alan addresses the issue of marketing attributionand much much more ...

Alan Gleeson is the Founder of Work With Agility, a strategic B2B marketing consultancy with a passion for supporting tech startups to generate leads and to grow their businesses. Alan started his career in financial services, joining Barclays on their graduate programme. He joined Palo Alto Software, a leading SaaS company in 2004 where he acted as the Managing Director for the European subsidiary for a number of years. More recently, Alan has worked for a number of leading SaaS startups, in a mix of full time and consultancy engagements. In this episode we cover: 00:00 - ShoutOUT Costumer Messaging via SMS, Email, WhatsApp & Messenger 00:50 - Intro 02:34 - What To Plan Before Expanding Internationally 04:29 - Common Challenges When Branching Out 07:33 - Branching Differences Between EU & US Companies 09:52 - Considering Region, Culture & Language When Expanding 19:54 - CMO, Alan's Playbook & EU Vs US B2B Companies Market 23:51 - Finding The Right Team For Your SaaS In A New Market 27:24 - Hiring Someone Full Time & Salary Expectations 32:45 - Alan's Favorite Hobbies To Get Into a Flow State 33:37 - Alan's Vision When Starting Work With Agility 38:06 - Alan's Piece of Advice for His 25 Years Old Self 39:46 - Alan's Biggest Challenges at Work With Agility 41:12 - Instrumental Resources for Alan's Success 42:58 - What Does Success Means for Alan Today 44:19 - Get in Touch With Alan Get in Touch With Alan: http://www.linkedin.com/in/alangleeson (Alan's LinkedIn) Alan's Email Mentions: https://matrixpartners.com/team/david-skok/ (David Skok) https://medium.com/@msuster (Mark Suster) https://www.aprildunford.com (April Dunford) Tag Us & Follow: https://www.facebook.com/SaaSDistrictPodcast/ (Facebook) https://www.linkedin.com/company/horizen-capital (LinkedIn) https://www.instagram.com/saasdistrict/ (Instagram) More About Akeel: https://twitter.com/AkeelJabber (Twitter) https://linkedin.com/in/akeel-jabbar (LinkedIn) https://horizencapital.com/saas-podcast (More Podcast Sessions)

Sabrina Parsons is the CEO of Palo Alto Software, the company behind the best-selling business management software, LivePlan. Sabrina's father started it in 1994, and she took over leadership in 2007. Sabrina has overseen the company's transformative transition from a desktop software company to a cloud-based software company. She previously held leadership positions at Commtouch and Epinions and also founded a web consulting company. In this episode… Do you have a strategic business plan for your startup? Do you know its benefits and the risks associated with not having one? A business plan is beneficial for all types of companies, whether small startups, mid-size, or large corporations. Plans help companies visualize future growth, prepare for contingencies, have a clear strategy roadmap, and assist in making critical decisions. This is why Sabrina Parsons made sure that she had a good plan when she changed her company's business model. In this episode of the Skunkworks Podcast, Eric Bourget interviews Sabrina Parsons, the CEO of Palo Alto Software, about her strategies to transition her company from a boxed software model to a SaaS model. They discuss the benefits of having a business plan and the advantages of using training and content marketing to grow a business.

Alan Gleeson Founder Work With Agility stopped by to chat with Kevin Gaither, Jamie Carney and Pete Jansons to talk SAAS Marketing as well as International SAAS Issues. About Alan Gleeson: Alan Gleeson is a marketing professional with a particular interest in supporting tech startups (predominantly B2B SaaS companies) to generate leads and to grow their businesses. Alan started his career in financial services, joining Barclays on their graduate programme. He then joined Freeserve on secondment, then one of the poster boys for the ‘dot com' boom. In 2003 Alan joined Palo Alto Software, a leading Software as a Service (SaaS) company where he acted as the Managing Director for the European subsidiary for a number of years. In recent years Alan has worked for a number of B2B SaaS companies, in a mix of full time and consultancy engagements. Alan is based in London, is a patron member of the Irish International Business Network, and coaches at Ealing Trailfinders Rugby Club in his spare time. He has an MBA from University of Oxford, and an MSc from University College Cork, Ireland. Follow Alan Gleeson on Twitter or visit his website Work With Agility Connect with him on Linkedin https://www.workwithagility.com/ https://www.patreon.com/SaasHolesHave an idea for a topic, or guest? Pete@saasholes.net Iinks Used in show https://medium.com/@msuster https://www.forentrepreneurs.com/ https:https://tomtunguz.com/data-company-valuations/ //andrewchen.com/recent/ https://www.kaushik.net/avinash/ https://en.wikipedia.org/wiki/Jason_Calacanis https://en.wikipedia.org/wiki/Eric_Ries https://en.wikipedia.org/wiki/The_Lean_Startup https://www.saastock.com/team-ireland/ https://www.alangleeson.com/ --- Send in a voice message: https://anchor.fm/saasholes/message Support this podcast: https://anchor.fm/saasholes/support

Episode #18 Monetizing Advisory as a Product (feat. Kathy Gregory) recorded 7/6/2021 Kathy Gregory | @KathyGregory1 | liveplan.com Eugene, OR Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 4 The kismet of Kathy finding Palo Alto Software ***shout out to Tim Berry*** 9 Define Management Accounting 10 How do I monetize advisory? 14 Kathy, we have a lawsuit… 18 Time should not be tracked to set prices… 19 What do you think accounting firms are doing wrong? 22 How do we service our clients the best? 27 What do small businesses want from an Advisor? ***shout out to Sabrina Parsons*** ***shout out to Mark Wickersham*** ***shout out to Ron Baker*** ***shout out to Ian Vacin*** ***shout out to David Cristello*** 32 Kathy, what's your relationship with your accountant? 36 Selling predictability 39 Monetizing opportunities 40 Selling without selling 45 Give a firm or an accountant one piece of advice they can take away from this… --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Today I do a fair bit of writing, speaking, or blogging but I’m also still the chairman of the company I founded. I have a great management team that runs the day-to-day operations of the business which allows me to focus on the parts of the business I enjoy. When I launched Palo Alto Software, many years ago, it was originally a consulting business that provided business planning services for local computer dealers. In the old days, business plans were more elaborate and rarely changed once they were created. Fast-forward to today and most successful businesses use a lean business plan that is reviewed and revised continuously. The misconception about business plans is that they aren’t useful in guiding your business today, which would be true if you created your business plan based on the decades-old model. However, the lean business plan I mentioned is something you can use daily to help run your business better. The key attributes to a lean business plan include a list of assumptions, a handful of major milestones, key metrics, and a few bullet points that outline your strategy and tactics. As entrepreneurs, we often get distracted by new ideas or solving a customer's problems. However, what I’ve learned is there is a principle of displacement at work here, solving for one problem rules out your ability to solve for another. That is where the business plan helps to keep you on track to solve the problems that align with your strategy. A great business plan is like exercise, it’s the workouts that get you the results, not the plan itself. Will your business be doomed to fail if you don’t have a business plan? No, you can find some level of success without a plan. However, every business will benefit and grow even more when they have a lean business plan that they use to help run their business. The business planning software we created is a web app that anyone can use and it's only $19.95 a month or less if you pay annually. So it doesn’t require a large investment to have a lean business plan but it will help you run your business better.  Resources Shared: Palo Alto Software Lean Business Planning by Tim Berry Bplans

EC and OH kickstart the episode with a tribute to the late Nipsey Hussle who passed away on March 31st two years ago: listen to the boys celebrate Nipsey's life and talk about the legacy he left behind for This Day in Hip Hop. Hip Hop Cloverleaf highlights the career of a Portland MC by the name of "Cool Nutz". Listen to the boys go over the career of Cool Nutz who has been in the game since the 90's, having worked with many artists throughout his long and successful career like the likes of E-40, Yukmouth and even the late Nipsey Hussle! And to close off the episode, OH takes the ultimate Hip Hop Trivia Quiz revolving around legendary female MCs and let's just say...there was a lot of learning happening here... Tune in!Hip Hop Leaf: MCLike the pod? Subscribe and follow:Instagram: @hhcloverleafTwitter: @hhcloverleafFacebook: @hhcloverleafYouTube: Hip Hop Cloverleaf PodcastSoundcloud: Hip Hop Cloverleaf PodcastWebsite: hiphopcloverleaf.comEmail: hiphopcloverleafpodcast@gmail.comCreditsSources:Wikipedia contributors. “Cool Nutz.” Wikipedia, 28 Sept. 2020, en.wikipedia.org/wiki/Cool_Nutz.Harris, Tyree. “Music Entrepreneurship: Portland Rap Legend Cool Nutz Shares the Secrets of His Success.” Bplans, Palo Alto Software, articles.bplans.com/music-entrepreneurship-portland-rap-legend-cool-nutz-addresses-the-secrets-of-his-success. Accessed 27 Mar. 2021.Singer, Matthew. “Veteran Portland Rapper Cool Nutz Believes It's Still Possible to Find Common Ground With the Police.” Willamette Week, 17 June 2020, www.wweek.com/music/2020/06/17/veteran-portland-rapper-cool-nutz-still-believes-its-possible-to-find-common-ground-with-the-police.Episode Artwork: "Cool Nutz" by HumCity is licensed with CC BY-NC-SA 2.0. To view a copy of this license, visit https://creativecommons.org/licenses/by-nc-sa/2.0/"A Rainy Portland Night in December" by essentiallifejared is licensed with CC BY-SA 2.0. To view a copy of this license, visit https://creativecommons.org/licenses/by-sa/2.0/Production:EC and OHMahfuzZahidEdgar P.Jay 717Adrian Stubb

Sabrina Parsons, CEO of Palo Alto Software, joins the conversation this week. This episode is a mini-reunion for Kaanji and Sabrina, whose friendship goes back to the late-1980s, when they attended the same, all-girls high school in the Bay Area. We discuss the benefits of a single-sex education for girls, the legacy of RBG, and tips on how to live an unapologetic life. Sabrina shares her experiences mentoring female entrepreneurs and advocating for racial and gender equality. If you are enjoying the conversation, please take a moment to rate, review, subscribe and share with your friends. Follow the show @blackandwhitemomcast.Tara IG: @tatstarKaanji IG: @kaanji_irbyKaanji and Tara are both anti-racism advocates and members of the leadership team for Embrace Action, an anti-racism advocacy and educational nonprofit organization. You can learn more about Embrace Action by visiting www.embraceaction.org Tara Bio: Tara is a bank executive living in North Dallas with her husband and son. A recovering overachiever that tends to stretch herself a bit thin trying to be all things to all people, she’s learning more and more about how to strive for ordinary. She loves Beyonce, dancing in the kitchen, inappropriate conversations with her girlfriends, laughing with her family, and hyping other people up. She’s currently halfway through an MBA program and aspires to serve in a capacity that empowers women in her community. She is always a work in progress.Kaanji Bio. Kaanji is a coach, anti-racism advocate and practicing attorney. She’s passionate about engaging people in honest and authentic conversations about the Black experience in America. California-born and raised and a recovering New Yorker, proud Georgetown alum Kaanji resides in the Dallas suburb of Frisco, TX with her husband and 11-year old son. A self-professed wine connoisseur and lover of all things Prince, she holds space in the company of amazing friends and a supportive family.

This podcast episode is especially unique in that the featured guest, Sabrina Parsons, is one of the few womxn to appear on the podcast that holds the title of CEO. Womxn CEOs are few and far between, especially in the tech industry, so I was excited to speak with Sabrina, listen to her story, and hear what advice she had for other womxn who are pursuing leadership roles. As a CEO for a tech company, Palo Alto Software, Sabrina is familiar with both the challenges of being a womxn working in a male dominated industry and the challenges of working in a high pressure, competitive environment. Sabrina has never let those challenges stop her though. She is confident in who she is and an absolute powerhouse who believes in asking for forgiveness rather than permission and focusing only on what you can control when you find yourself in stressful situations. Sabrina is a force to be reckoned with and is such an inspiration to me. She is unapologetically herself and consistently speaks her mind, standing up for what she believes in and dealing with any ramifications later. She is truly a fearless female and the world could do with a lot more womxn like her in leadership roles. To learn more about Sabrina and Palo Alto Software, you can visit the company's website.The Finding Fearless Podcasts primary purpose is to highlight female entrepreneurs' voices. This has been a Fearless Foundry production. All audio is recorded and owned by Fearless Foundry.

This podcast episode is especially unique in that the featured guest, Sabrina Parsons, is one of the few womxn to appear on the podcast that holds the title of CEO. Womxn CEOs are few and far between, especially in the tech industry, so I was excited to speak with Sabrina, listen to her story, and hear what advice she had for other womxn who are pursuing leadership roles.As a CEO for a tech company, Palo Alto Software, Sabrina is familiar with both the challenges of being a womxn working in a male dominated industry and the challenges of working in a high pressure, competitive environment. Sabrina has never let those challenges stop her though. She is confident in who she is and an absolute powerhouse who believes in asking for forgiveness rather than permission and focusing only on what you can control when you find yourself in stressful situations.Sabrina is a force to be reckoned with and is such an inspiration to me. She is unapologetically herself and consistently speaks her mind, standing up for what she believes in and dealing with any ramifications later. She is truly a fearless female and the world could do with a lot more womxn like her in leadership roles.To learn more about Sabrina and Palo Alto Software, you can visit the company’s website.

Michael Ly and Sabrina Parsons joined David and Blake to explain the Small Business Administration's Economic Injury Disaster Loan (EIDL) and Paycheck Protection Program (PPP). Michael Ly, is the founder of Reconciled, a remote bookkeeping firm that is currently advising and helping hundreds of small business clients navigate both EIDL and PPP loans. Sabrina Parsons, who is on the board of directors at an SBA lender, Oregon Pacific Bank, has been actively communicating with both the SBA, and the Small Business Development Center (SBDC) this week.

Peter is a small business enthusiast. He works in the business development department at Palo Alto Software.peter leads business development, sales, and strategic partnership work for Palo Alto Software, makers of LivePlan, where he creates relationships and programs that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1MM, directed Strategic Partnerships for Nickelodeon and Comedy Central, organised local Start-up Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others.Peter has taught contemporary business planning - from concept to execution - for many years in venues including Lane Community College, University of Oregon, Oregon SBDC, and Oregon SCORE. As a volunteer, Peter is the past president of the Board of Directors for Committed Partners for Youth in Lane county , formerly Big Brothers Big Sisters of America, and Board Director for Boys and Girls club of Emerald valley. He has also mentored individual local youth and local small businesses. Originally from the great state of Virginia, Peter is now enjoying the rain and the trees in Eugene, Oregon. He likes sandwiches, cats, and working on his car.  During this show we discuss: About a business plan Why should write your business plan How to write a good and effective business plan 3 important things you need to do before writing a business plan How to use accounting metrics to create your business plan 5 common business plan mistakes The importance of doing an analysis of your business in your business plan Resources every startup must know before writing a business plan to execution How to validate your business ideas without going broke 11 things every startup needs to include in their first business plan How technology can help you build your business plan How often you should update your business plan How long does it take to create a business plan that you can use for an SBA loan How business plan increases business growth rate Pitching for funding after building your plan And much more…

Sabrina Parsons is CEO of Palo Alto Software, the company behind the best-selling business management software, LivePlan. Palo Alto Software is dedicated to serving the needs of entrepreneurs and small-business owners, and offers an entire suite of software and tools to help startups plan, manage, market, and grow their business. Sabrina has overseen the transformation of Palo Alto Software from a desktop software company to a cloud-based software company.

While business agility and adaptability are sometimes valued more than traditional business planning these days, don't be fooled. Business planning is just as important but it can also be done much more simply than many existing and aspiring business owners realize. Palo Alto Software founder and "Lean Business Planning" author Tim Berry explains why you need a business plan, what it needs to include, why it doesn't have to take a long time to put together, and how to use it to make your life easier.

While business agility and adaptability are sometimes valued more than traditional business planning these days, don't be fooled. Business planning is just as important but it can also be done much more simply than many existing and aspiring business owners realize. Palo Alto Software founder and "Lean Business Planning" author Tim Berry explains why you need a business plan, what it needs to include, why it doesn't have to take a long time to put together, and how to use it to make your life easier.

This episode is all about gender fluidity, love, fundraising, and overcoming fear. Andrea Berry launched a new website called Fluidity.Love - a company distributing narratives for people who like her, are gender fluid. You might know Berry as the former chief technical officer of Huffington Post. After HuffPo sold to AOL in 2011, Berry went on to found RebelMouse. A platform helping media companies and brands reach their target communities through social media. They've raised over $23 million from investors. Previously he built Avaaz.org and before that was CTO of CharterMac a real estate finance company that was market cap 4.5 billion at the time. Paul was VP, Internet for Palo Alto Software where he built bplans.com and the ecommerce business of paloalto.com. Most importantly, Paul was a co founder of thedogisland.com. We also filmed this interview through Facebook Live. You can watch it at http://bit.ly/2jwerfD --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/DreamNation/support

If there's one thing ethical fashion brands and values-driven product companies struggle with today, it's the problem of packaging. Sure, maybe it's not that sexy of a subject. But it's an arena ripe for change. Cardboard boxes and plastic mailers may seem like the only choices out there today, but today's guest would beg to differ. And not only that, she's stepping into the fray and aiming to bring a fix capable of changing how retail is done. Meet this week's guest, Ashley Etling, CEO of LimeLoop. This episode brought to you with the generous support of badass FEST biz Lyst, where you can search from over 12,000 brands and stores to find what’s perfectly right for you. What you'll learn You'll get a front row view to a founder who's in the early stages of building an entirely new system for something almost ever retail brand does on the daily: shipping and receiving packages. What if, you'll probably think to yourself as you listen to this episode, Ashley's right and the best way forward is an entirely new way forward? What would that look like? What are the challenges? You'll learn them on the show. How you'll be inspired Along with her generally badass urges to disrupt an entire ecosystem, Ashley's bravery and open-mindedness in her career path will catch your attention. Once a competitive rock climber, she used her toehold in that industry to learn everything she could about supply chains before founding a Bay Area startup connecting corporations with graphic design talent. Not content to stick within one industry, her latest venture into packaging is just one more example of her inspiring approach to life and work. What you'll tell your friends Are you, like me, also drowning in cardboard boxes and plastic mailers because you're just so much less likely to go to a physical retail store than ever before? How ridiculous is it that no one has figured out a better way to ship all the things? What if you could just send the packaging back and get some perks when you did? This woman I heard on the Spirit of 608 podcast this week is starting a business to do just that. I hope she makes it! If I have to break down one more cardboard box... Resource of the week Live Plan: Need a business plan tool with financial projects you can update, adjust and mess around with to your heart's content in real-time? Ashley recommends this platform, and I can attest to its usefulness as well. Also, bonus points: the parents company, Palo Alto Software, boasts female CEO Sabrina Parsons. Connect with Ashley Etling Website: www.thelimeloop.com Facebook: https://www.facebook.com/TheLimeLoop Twitter: @thelimeloop Instagram: @thelimeloop Mentioned in this episode: Aventure Aperol Clorox GE Recology Fisher Mary Poppins T-shirt motto: If you want to go fast, go alone. If you want to go far, go together. This episode brought to you with the generous support of badass FEST biz Lyst, where you can search from over 12,000 brands and stores to find what’s perfectly right for you.   Find more episodes featuring women at the forefront of FEST online at www.Spiritof608.com.

Learn a simple and powerful approach to business planning! Creating and having a business plan doesn’t have to be a chore. Tim Berry, Founder of Bplans.com and Palo Alto Software, shares the method he’s spent the last few decades developing. It’s a powerful system that businesses are using to identify and plan around the components that drive the lion’s share of their revenue. Some of the things you’ll learn are: - How to create a plan using simple lists and tables to define strategy, tactics, milestones, and metrics - Why it’s important for constant review to simplify and watch key milestones - Know when to stick to the plan, when to change it, and how to tell the difference - What every business owner needs to know about forecasting sales, expenses, and cash flow; plus how to manage ongoing results

On this episode, Josh spends time with Tim Berry, Founder and chairman of Palo Alto Software.  They discuss how business plans should be short and to the point and the best way you can use them to help make your business one that's sustainable for the long run.

Tim Berry is founder and Chairman of Palo Alto Software, founder of bplans.com, and a co-founder of Borland International. He is author of books and software including conceptual co-author of LivePlan and author of Business Plan Pro, published by Palo Alto Software; and Lean Business Planning, his latest book, published in 2015 by Motivational Press. He has a Stanford MBA degree and degrees with honors from the University of Oregon and the University of Notre Dame. He taught “Starting a Business” at the University of Oregon for 11 years.His website is at timberry.com and his main blog is Planning Startups Stories; he also posts on several other blogs including Amex OPEN Forum, and Industry Word at sba.gov.He is an active investor member of the Willamette Angel Conference.Learn more: www.leanplan.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Tim Berry is founder and Chairman of Palo Alto Software, founder of bplans.com, and a co-founder of Borland International. He is author of books and software including conceptual co-author of LivePlan and author of Business Plan Pro, published by Palo Alto Software; and Lean Business Planning, his latest book, published in 2015 by Motivational Press. He has a Stanford MBA degree and degrees with honors from the University of Oregon and the University of Notre Dame. He taught “Starting a Business” at the University of Oregon for 11 years.His website is at timberry.com and his main blog is Planning Startups Stories; he also posts on several other blogs including Amex OPEN Forum, and Industry Word at sba.gov.He is an active investor member of the Willamette Angel Conference.Learn more: www.leanplan.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Pamela Slim, author of the best-selling Escape From Cubicle Nation, calls Tim the Obi-wan Kenobe of business planning. Guy Kawasaki made Tim his business plan expert in “How to Write a Business Plan.” He's also the official business plan expert at Entrepreneur.com. Tim has written several books on planning, including The Plan-as-you-go Business Plan, published by Harcourt Brace, McGraw-Hill, and Dow Jones-Irwin. He's not just a business plan expert; but also a successful entrepreneur. As founder and chairman of Palo Alto Software, founder of bplans.com, and a co-founder of Borland International. He built Palo Alto Software from zero to 40 employees, multimillion dollar sales, no debt, and 70% market share without outside investment.

How did a new CEO navigate leadership succession — and transform cultural norms? Listen now to our conversation with Sabrina Parsons as she tells the story of her transition to CEO of Palo Alto Software, and shares how she has been leading a change of corporate norms not only in her own company but in the technology industry asRead More The post The Keys to Leading a Change of Corporate Norms appeared first on Business Advancement.

Having a passion for a discipline is one thing; transforming that passion into a successful, market leading business and passing it to the second generation takes tons of business savvy — and lots of planning. We speak with Tim Berry, founder and Chairman of Palo Alto Software, founder of bplans.com, and a co-founder of Borland International.Read More The post Transforming a Passion Into a Successful Company appeared first on Business Advancement.

In this week's Small Business with Steve Strauss powered by Greatland podcast Steve discusses using technology to grow your business. Plus an interview with Sabrina Parsons of Palo Alto Software.

This Podcast Is Episode Number 0097 And It Will Be About Having A Business Plan For Your Construction Company Your Business Plan is one of your key Competitive Advantages that can massively increase your sales, profitability and cash flow. The reason is simple, 99% of your competition do not have one and many of the ones that do rarely look at it. In most cases when a contractor has a Business Plan it was because they needed loan, investment capital or some other external force was applied. Once the crisis or need passed they simply let it rest-in-peace on the shelf. Why Spend Time And Effort - To develop your business plan? Because contractors use business plans all the time and they most of them do not realize it until we show them: Business Plans For Construction Follow This General Format #1 Executive Summary - Reputation In construction, your reputation is vital due to the continual onslaught of competition, which is why highly profitable contractors establish and protect their reputations very carefully based in part on having the resources and expertise to complete the work on time and on budget. When you establish your construction company as a firm that gets construction projects done on time and on budget, you will find yourself on your way into the upper income bracket. #2 Mission Statement - What Type Of Construction Are You Good At? What type of construction are you focusing on? New, remodel, service and repair? Understand all of the resources you have, your skills, number of employees, type and condition of your tools and equipment, office and warehouse or shop space, location and what type of work and customer demographic generates you the most money for the least effort. Get this right and you can be rolling in money. Get it wrong and you could be in for a lifetime of pain and drudgery! #3 Competitive Analysis - What Do You Do Better Than Other Contractors Within Twenty Five Miles? Successful contractors know what type of work they are better at than their competition. They keep a keen eye on their mix of resources and expertise so they always have what they need to complete the work on time and on budget. Every contractor has a different mix of resources and expertise. Successful contractors know which aspects of construction they are good at and which ones to outsource and subcontract. That is part of their Unique Selling Proposition (USP) where they should concentrate all their energies. #4 Marketing Strategy - Who Are Your Most Profitable Clients Using The 80/20 Rule? 20% of your customers normally generate 80% of your net profit. 20% of the goods or services you sell contribute 80% of your revenue 20% or 2 out of 10 of your staff create 80% of the value for your customers. For More On This Go To http://www.fasteasyaccounting.com/8020 The frightening consequence of the 80/20 rule is that 8 out of 10 hours we spend at work drive almost no value to the bottom line and the biggest drain is trying to save money doing our own contractor bookkeeping instead of reviewing the Key Performance Indicator (KPI) Reports. Through our contractors bookkeeping services system you can access them 24/7 without opening QuickBooks for Contractors. Good contractor bookkeeping services can help you understand where your 20% is hidden. By generating daily reports that uncover the best customers, jobs, services, or products, you will soon see how you can refocus your internal efforts on doing more good work. This is the great contribution a company receives from good QuickBooks financial reports from using QuickBooks the ‘right-way’.Every construction company knows who their best customers are and who the worst ones are. The key is to make a list to identify each group #5 Executive And Field Staff Qualifications - Journeymen vs. Cheap Labor The journeyman costs more per hour but produces more and better results at a lower costs over the long haul than a group of cheap laborers. This is easily documented in a well setup QuickBooks file #6 Financial Information - Profit & Loss and Balance Sheet Contractors typically run their business with a daily print out from the online account at their bank. Some use software and most that we come in contact with use QuickBooks. For construction companies with 1-10 employees, including the owner, and annual sales of $0-$5 Million, QuickBooks Premier Contractor Edition is in my opinion the only choice. It can produce all of the financial statements most construction companies need and much more. The most important reports for a contractor to see are the 5 Key Performance Indicators (KPI) Success is a few simple disciplines practiced everydayFailure is a few errors in judgment repeated everyday Here Is What We Recommend You Do Next: #1 Purchase Business Planning Software from Palo Alto Software. They offer two versions and we recommend the "Premier Version" since for the additional few dollars you get so many more reports and options. We can assist you with setup and maintenance of your Business Plan. #2 Let Us Setup QuickBooks for you or Clean Up QuickBooks as needed and help you write and document your Construction Company Business Plan. I trust this podcast helps you understand that outsourcing your contractors bookkeeping services to us is about more than just “doing the bookkeeping”; it is about taking holistic approach to your entire construction company and helping support you as a contractor and as a person. We Remove Contractor's Unique Paperwork Frustrations We understand the good, bad and the ugly about owning and operating construction companies because we have had several of them and we sincerely care about you and your construction company! That is all I have for now and if you have listened this far please do me the honor of commenting and rating podcast www.FastEasyAccounting.com/podcast Tell me what you liked, did not like, tell it as you see it because your feedback is crucial and I thank you in advance. You Deserve To Be Wealthy, Because You Bring Value To Other People's Lives! I trust this will be of value to you and your feedback is always welcome at www.FastEasyAccounting.com/podcast This is one more example of how Fast Easy Accounting is helping construction company owners across the USA including Alaska and Hawaii put more money in the bank to operate and grow your construction company. Construction accounting is not rocket science; it is a lot harder than that and a lot more valuable to construction contractors like you so stop missing out and call Sharie 206-361-3950 or email sharie@fasteasyaccounting.com Thinking About Outsourcing Your Contractors Bookkeeping Services? Click On The Link Below: www.FastEasyAccounting.com/hs Need Help Now? Call Sharie 206-361-3950 sharie@fasteasyaccounting.com In closing, I want to caution you that we may or may not be a good fit for your contracting company. This guide will help you learn what to look for in outsourced construction accounting. Thank you very much and I hope you understand we really do care about you and all contractors regardless of whether or not you ever hire our services.Bye for now until our next episode here on the Contractors Success MAP Podcast. Warm Regards, Randal DeHart | Contractors Accountant We Remove Contractor's Unique Paperwork Frustrations

In episode 306 of Business Insanity Talk Radio, we discuss the importance of lean business plans and how to use them correctly. With 2015 right around the corner, we talk about the hottest trends coming up that small businesses can take advantage of. Next, you'll find out alternative ways to get more capital for your business. Finally, we tell you how to reduce your credit card fees by showing you a better way to handle payments.Tim Berry is the founder and chairman of Palo Alto Software, and co-founder of Borland International. He is the author of 6 published books and is the best-known business plan expert in the world. www.timberry.comSteve Strauss is The senior USATODAY small business columnist, author of the best-selling author of 16 books. His latest venture is the tech startup, TheSelfEmployed.com.Brock Blake is the CEO and Founder of Lendio, which has helped over 500,000 small business owners save time and money in search of the right small business loan. www.lendio.comKaz Nejatian is the founder of Kash, a mobile payment company that is on a mission to make payments secure, easy and ethical again. www.withkash.comSponsored by Sage and Nextiva.

It's Time for a Transformation Plan This is my new show, The Marketing Plan Podcast. It focuses on transforming your business into the brand you've always dreamed it could be. Power to the Small Business is no longer being produced. This feed will continue until June 5, 2015, and then it will shut down. If you like the new show, you can subscribe in iTunes or your feed reader at http://MarketingPlanPodcast.com/subscribe But now, I'd like to treat you to the premiere episode of my brand new show: It's Time for a Transformation Plan. ...because it is time. If you find yourself in a continuous search for the answers to take your business to the so-called "next level" then I invite you to give Chapter 1 a try. My special guest is Tim Berry, founder of Palo Alto Software and LivePlan.com. He's a pioneer in business planning software and online businss planning. Complete show notes are available at http://MarketingPlanPodcast.com/Chapter1 Included in the show notes is one free month of business planning at LivePlan.com Thanks for listening!Jay EhretDean of Marketing Know-HowThe Marketing Spot

Steve speaks with Tim Berry, founder of Palo Alto Software.  Also, a new segment, Before You Heard Of Them is debuted. All powered by Greatland.

Please join me with special guest Sabrina Parsons, author of "3 Weeks to Startup- A High-speed guide to Starting A Business". Sabrina Parsons is CEO of Palo Alto Software, developer of the best-selling business planning software, Business Plan Pro. Palo Alto Software develops software and tools specifically targeted for entrepreneurs and small-business owners. Sabrina is a mother of 3 boys, 7 and under, and is also the author of a blog about the challenges and rewards of being a “Mommy CEO” on ForbesWomen. Don't miss this episode of the Mark Kohler Show!! Tuesday, August 6th, at 11am PST / 2 EST. You can call in and listen LIVE on the road at 646-200-4285, or listen in here from your computer.

Sabrina Parsons, who is the CEO of Palo Alto Software will discuss best ways of insuring growth through planning and management. Chris Marentis of Surefire Social offers ways of building a local marketing effort that works. Tope Ganiyah Fajingbesi is the CEO of House of Ganiyah (www.ganiyah.com). Talks about all things financial and how to build a cash nest egg. Tamara Monosoff reveals a clear and concise road map to starting and growing a successful business.  She offers a step-by-step approach even existing businesses can utilize.

  Paul Berry is one of those guys I always want to get to hang out with but it's unlikely we get the chance unless we end up on the same team somewhere. His history in development and positioning is not too unlike mine. Odd since I apparently am old and he much younger.   In 1995 Paul was Project Manager/Developer at Know-ware consulting for companies such as DeutscheBanc and Morgan Stanley. Honing his skills there he soon moved on to Palo Alto Software ... read more   Entering the new millennium moved Paul to Related Capital as VP, Charter Mac as CTO and the Huffington Post as CTO and currently he serves on the Digital Advisory Board for American Express's Open and as founder at SoHo Tech Lab. But what we want to talk with Paul about today is his current status as founder and CEO at RebelMouse.   I'm not going to tell you about RebelMouse here. But I will tell you, like everything else, it may take you a few minutes to "get it". I'm "getting it" and I'm pretty sure you will, too. The best news is we have THE Rebel Mouse on the air, live, answering questions about RebelMouse to help us get it and get it right.   Join us live at noon eastern on July 10 at Social Media Edge Radio.  

A questão é controversa desde a primeira versão do Windows, mas é também muito presente. Por falta de conhecimento (como no já clássico trote/ligação para o help-desk da Microsoft onde mãe e filha exigem que a estrelinha azul que avisa que a cópia de seu XP é falta seja retirada), costume ou até mesmo má intenção mesmo, pouco ou nada fazemos para regularizar a situação de nossos softwares.Em um bate-papo sem a intenção de julgar ninguém e muito menos c#$%agar regra nenhuma, Mauro Amaral, Humberto Oliveira & Carolina Vigna-Maru buscaram apresentar respostas básicas para três questões fundamentais: O que é um programa pirata? Porque pirateamos? Como trabalhar com o máximo de programas gratuitos legais?Confira essas e outras dicas na meia hora mais valiosa do seu dia. E use o espaço de comentários para nos ajudar a responder essas questões, principalmente a última!E para não dizer que não falamos de referências:Listinha da Carol de Sofwares gratuitos: 7-zip, Artweaver, Audacity, AVG Free, Dicionário Aulete Digital, EasyCleaner, FileZilla, Firefox, Inkscape, Media Burner, Notepad ++, OpenOffice, Opera, PSPad editor, Sib icon editor, Skype, Thunderbird, WinAmp, WinkMinha humilde resenha para o livro "A Cabeça de Steve Jobs", lá no Carreirasolo.orgA Bibilografia "modafoca" que a Carol separou sobre o tema empreendedorismo:BANGS, D.H., Jr. The business planning guide, 8th ed. Upstart, Chicago, 1998.BENNIS, Warren. A invenção de uma vida. Rio de Janeiro: Campus, São Paulo: Publifolha, 1999.BERRY, T.: Hurdle: The book on business planning. Palo Alto Software, Oregon, 1998.BIRLEY, Sue e Muzyka, Daniel F. Dominando os Desafios do Empreendedor - Financial Times. São Paulo: Makron Books, 2001.BLOCK, Z.; MACMILLAN, I.C.: Corporate venturing. Creating new business within the firm. Harvard Business Scholl Press, Boston - MA, 1995.BRITTO, Francisco; WEVER, Luiz. Empreendedores brasileiros: vivendo e aprendendo com grandes nomes. 2. ed. Rio de Janeiro: Campus, 2003.BROADHURST, T.: History of science park development and the existing pattern. In: Worral, B. (editor). Setting up a science park, UKSPA, 1988.BUSINESS INCUBATION WORKS: The results of the impact of incubator investment study. NBIA, National Business Incubation Association, 1997.CHIAVENATO, Idalberto. Empreendedorismo - Dando asas ao espírito empreendedor. Rio de Janeiro: Saraiva, 2004.DEGEN, R. J. O empreendedor, fundamentos da iniciativa empresarial. São Paulo: Mc Graw-Hill, 1989.DERTOUZOS, M.: Four pillars of innovation. MIT's Magazine of Innovation Technology Review. Nov-Dez. 1999.DORNELAS, José Carlos Assis. Empreendedorismo corporativo: como ser empreendedor, inovar e se diferenciar em organizações estabelecidas. Rio de Janeiro: Elsevier, 2003.DRUCKER, Peter F. Administração em tempos de grandes mudanças. São Paulo: Pioneira, 1995.DRUCKER, Peter F. Inovação e Espírito Empreendedor. São Paulo: Pioneira, 1987.HISRICH, Robert D.; PETERS, Michael P. Empreendedorismo. 5. ed., Porto Alegre: Bookman, 2004.KOTTER, John. Liderando Mudança. Rio de Janeiro: Campus, São Paulo: Publifolha, 1999. LALKAKA, R.; BISHOP, J.: Business incubator in economic development. An initial assessment in industrializing countries. United Nations Programme. New York, 1996.LASHER, W.: The perfect business plan made simple.

A questão é controversa desde a primeira versão do Windows, mas é também muito presente. Por falta de conhecimento (como no já clássico trote/ligação para o help-desk da Microsoft onde mãe e filha exigem que a estrelinha azul que avisa que a cópia de seu XP é falta seja retirada), costume ou até mesmo má intenção mesmo, pouco ou nada fazemos para regularizar a situação de nossos softwares. Em um bate-papo sem a intenção de julgar ninguém e muito menos c#$%agar regra nenhuma, Mauro Amaral, Humberto Oliveira & Carolina Vigna-Maru buscaram apresentar respostas básicas para três questões fundamentais: O que é um programa pirata? Porque pirateamos? Como trabalhar com o máximo de programas gratuitos legais? Confira essas e outras dicas na meia hora mais valiosa do seu dia. E use o espaço de comentários para nos ajudar a responder essas questões, principalmente a última! E para não dizer que não falamos de referências: Listinha da Carol de Sofwares gratuitos: 7-zip, Artweaver, Audacity, AVG Free, Dicionário Aulete Digital, EasyCleaner, FileZilla, Firefox, Inkscape, Media Burner, Notepad ++, OpenOffice, Opera, PSPad editor, Sib icon editor, Skype, Thunderbird, WinAmp, Wink Minha humilde resenha para o livro "A Cabeça de Steve Jobs", lá no Carreirasolo.org A Bibilografia "modafoca" que a Carol separou sobre o tema empreendedorismo: BANGS, D.H., Jr. The business planning guide, 8th ed. Upstart, Chicago, 1998. BENNIS, Warren. A invenção de uma vida. Rio de Janeiro: Campus, São Paulo: Publifolha, 1999. BERRY, T.: Hurdle: The book on business planning. Palo Alto Software, Oregon, 1998. BIRLEY, Sue e Muzyka, Daniel F. Dominando os Desafios do Empreendedor - Financial Times. São Paulo: Makron Books, 2001. BLOCK, Z.; MACMILLAN, I.C.: Corporate venturing. Creating new business within the firm. Harvard Business Scholl Press, Boston - MA, 1995. BRITTO, Francisco; WEVER, Luiz. Empreendedores brasileiros: vivendo e aprendendo com grandes nomes. 2. ed. Rio de Janeiro: Campus, 2003. BROADHURST, T.: History of science park development and the existing pattern. In: Worral, B. (editor). Setting up a science park, UKSPA, 1988. BUSINESS INCUBATION WORKS: The results of the impact of incubator investment study. NBIA, National Business Incubation Association, 1997. CHIAVENATO, Idalberto. Empreendedorismo - Dando asas ao espírito empreendedor. Rio de Janeiro: Saraiva, 2004. DEGEN, R. J. O empreendedor, fundamentos da iniciativa empresarial. São Paulo: Mc Graw-Hill, 1989. DERTOUZOS, M.: Four pillars of innovation. MIT's Magazine of Innovation Technology Review. Nov-Dez. 1999. DORNELAS, José Carlos Assis. Empreendedorismo corporativo: como ser empreendedor, inovar e se diferenciar em organizações estabelecidas. Rio de Janeiro: Elsevier, 2003. DRUCKER, Peter F. Administração em tempos de grandes mudanças. São Paulo: Pioneira, 1995. DRUCKER, Peter F. Inovação e Espírito Empreendedor. São Paulo: Pioneira, 1987. HISRICH, Robert D.; PETERS, Michael P. Empreendedorismo. 5. ed., Porto Alegre: Bookman, 2004. KOTTER, John. Liderando Mudança. Rio de Janeiro: Campus, São Paulo: Publifolha, 1999. LALKAKA, R.; BISHOP, J.: Business incubator in economic development. An initial assessment in industrializing countries. United Nations Programme. New York, 1996. LASHER, W.: The perfect business plan made simple. Ed.: Doubleday, New York, 1994. PINCHOT, Gifford; PELLMAN, Ron. Intra-empreendedorismo na prática: um guia de inovação nos negócios. Rio de Janeiro: Elsevier, 2004. RICE, M.P.; MATTHEWS, J.B.: Growing new ventures, creating new jobs, Quorum Books, 1995. ROBBINS, Stephen Paul. Administração – mudanças e perspectives. São Paulo: Saraiva, 2000. SAHLMAN,W.A.; BHIDE,A.; STEVENSON, H.: Business fundamentals as taught at the Harvard Business School. Financial entrepreneurial ventures. Harvard Business Scholl Publishing, Boston - MA, 1998. SMILOR, R.W.; Gill Jr, M.D.: The new business incubator, Lexington Books, 1986. Set-list: ouvimos de forma saudosa nesse episódio faixas de dois álbuns de Michael Jackson, que partiu definitivamente para Never Land no último dia 25/06/2009, aos 50 anos. Abrimos com Thriller, do álbum de mesmo nome. Nos E-mails tivemos Don't Stop 'til You Get Enough (Of The Wall). Bloco 1: Human Nature (a minha favorita do álbum Thrillher). Bloco 2: Billie Jean (Thrillher). Bloco 3: abrindo com I Wanna be Staring Something e seguindo em BG com P.Y.T (Thriller). Para finalizar, uma demo caseira de Billie Jean. O que você pode fazer para participar: Publique seu perfil ou post no Carreirasolo.org: Página de publicação Envie e-mail de voz, sua dúvida ou sugestão para: carreirasolo.org@gmail.com Assine no iTunes: http://feeds.feedburner.com/FalaFreela

Tim Berry of Palo Alto Software talks with Howard Lewinter about business planning, leadership, social media, entrepreneurs and so much more when he guests on Talk Business With Howard. Tim Berry, is the founder and Chairman of Palo Alto Software, the co-founder of Borland International and the founder of bplans.com. Tim is the author of books and software, teacher of entrepreneurship, blogger, Stanford MBA, angel investor. His website is timberry.com. His main blog is Planning Startups Stories Read Tim's guest blog post: http://www.talkbusinesswithhoward.com/business/what-you-think-you-know-about-business-planning-can-hurt-your-business/

8/29/11 2nd interview: Tim Berry father of business planning, is founder of Palo Alto Software and bplans.com, co-founder of Borland International, plus an author of books and software on business planning. His advise is to view the businees plan as something that helps you reduce the uncertainty and break down the barrier. This is a great interview for anyone with an idea and ready to take the first steps. ''...just getting go with it...''

My original and only business plan for my company was based on a Dr. Suess book.  I wish I were kidding. Owning up to my liberal arts major and rebellious roots, I didn't think I needed a "real" plan.  And, for the most part, I did fine for a decade, securing lots of clients and making a good living. But honestly, I think that I was just not thinking about business planning the right way.  I imagined reams of paper, onerous spreadsheets and carefully crafted mission statements.  Yuck. Now, Tim Berry, founder of Palo Alto Software and prolific blogger about all things startup, has come out with a new book called the Plan as You Go Business Plan.  Even though his company makes business planning software, Tim felt a bit frustrated by the perceived hurdle new entrepreneurs attributed to business plans.  When I asked him why most people didn't write them, he said: "What people normally give me, Pam, is “Yes, I’m going to tomorrow,” or “next month,” or “six months from now.”  And then there’s the variant on that: “Yes, I really agree it’s stupid that we don’t have a plan in this business and so-and-so has been promising to write it for years.”  So they the pass the buck.  It’s funny because the drag, what we’re fighting is they have in their mind this huge marathon-like PhD thesis-like thing. I don’t blame them sometimes for thinking, “No, I’m too busy.  I don’t have time for that. I’ve got to run my business.”  Instead of this perspective, Tim encourages you to think of business planning as a fun and critical part of your entrepreneurial journey.  He says: “Planning isn’t about writing some ponderous homework assignment or dull business memo; it’s about envisioning the business that you want to create.  It should be fascinating to you.  What do people want, how are you going to get it to them, how are you different and what do you do better than anyone else?” I interviewed Tim on this topic for my book, but he was generous enough to let me share the conversation as a podcast.  It is about 37 minutes long.I truly am motivated to finally create a plan after twelve years in business.  I hope you are too!