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Free cpe webinars
QuickBooks Online: Forecast and Manage Your SMB With Integrated Tools


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 9, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

All businesses benefit from using forecasts to easily manage their cash, profit, and KPIs. Combining QuickBooks Online or QuickBooks Desktop with integrated apps allows you to take your past data from your accounting software and pare it down for strategic planning going forward. Reviewing your actual results and putting together a forecast becomes intuitive and straightforward.

Learning Objectives:

  • Identify the revenue and expense categories you and your clients need for a useful strategic forecast

  • Outline how to sync LivePlan with QuickBooks Online or QuickBooks Desktop

  • Review how to map the chart of accounts to your forecast categories

  • Identify how to use LivePlan to track your actual performance against your forecasted plan going forward

  • Recall our new bundle deal which offers an exclusively low price when signing up for QBO and LivePlan at once. Learn more here:

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Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

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An industry veteran, David Glantz co-founded Business Cents more than fifteen years ago and is recognized today as one of the leading consultants in the implementation of business systems, from accounting and retail/hospitality/POS to inventory management and data migration. After a successful 20+ year career as a professional services executive for accounting and technology software companies, (Macromedia/Adobe, Pyramid Integration, Flexi International, Ross Systems), David left the comforts of the corporate world to independently pursue his passion of helping companies solve business challenges- and in 2003, Business Cents was born. Business Cents is a long-standing QuickBooks Solution Provider. David has written blogs and articles for various industry publications and maintains all the certifications available as a QuickBooks and Lightspeed expert. He has also raised four children and is the loving grandfather of two adorable girls and 1 charming little chap (so far).


Jesse Figueroa

Channel Account Manager
(520) 330-8985

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Jesse Figueroa is a Channel Account Manager at Intuit as part of the QuickBooks Solution Provider Program.  Jesse has been with Intuit since 2002.  He is located out of Intuit’s Tucson (his hometown) office.  For the majority of his tenure at Intuit, he has been part of the POS sales team but he has spent time in sales across all QuickBooks sales groups.

About Our Sponsor

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For more than 17 years, Business Cents has dedicated its efforts to help local organizations thrive. 

Family owned and operated, our expert team is continually navigating the unique needs and changing landscapes of businesses looking to deliver exceptional products and services to their communities and beyond.

In 2003, we saw a gap in small business management we felt we could help close. Launching as a boutique bookkeeping services firm,  we set out to provide critical financial guidance to many of our beloved neighborhood outlets. 

From bookkeeping to business solutions, Business Cents emerged into a full service suite of software application, data migration/ integration, and IT consulting. As a QuickBooks Solution Provider, QuickBooks Advanced Certified Adviser (Desktop and Online), and Certified Lightspeed Expert, we guide our clients toward programs that support seamless workflow and solid financial health.