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Capital City Professional Services, LLC is Changing the way Accountants Work with Small Businesses.


Accounting firm Capital City Professional Services, LLC, headquartered in Columbia, SC is now Certified as a LivePlan Expert Advisor adding the innovative cloud-based application LivePlan to its suite of small business offerings.

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(YorkPedia Editorial):- Columbia, Jan 22, 2020 ( – Capital City Professional Services, LLC was founded on the philosophy of helping small business owners succeed by freeing them from complicated spreadsheets and intimidating financial systems. With innovative systems and advisory services, Capital City Professional Services, LLC gives businesses the confidence to focus on their passions, while still knowing the financial health of their business.

Capital City Professional Services, LLC’s approach integrates cloud-based accounting software QuickBooks Online with business planning and financial tracking software LivePlan. These cloud-based tools, coupled with Capital City Professional Services, LLC’s expertise in

accounting and financial management, gives their small business clients an advantage. Research from Cranfield University’s School of Management shows that small businesses who actively plan, track against that plan, and adjust their plan based on market need, grow 30% faster. Planning and tracking are what separates small businesses that are surviving from those who are thriving.

“LivePlan gives our small business owners the ability to understand their financial strengths and where they need to adjust their assumptions,” said Theresa W. Todd, President, and Founder, Capital City Professional Services, LLC. “LivePlan’s integration with QuickBooks Online helps us, as the accountants, play the larger role of a financial advisor by allowing our clients to easily access key financial data wherever they need it, in a format that’s easy to understand.”

Created by Palo Alto Software, LivePlan helps small business owners easily develop budgets and forecasts, create goals for their business, and then track their progress on a dynamic dashboard that syncs with popular accounting systems. LivePlan imports accounting data from QuickBooks and Xero and presents the information in a dashboard view that shows business owners where their financials stand compared to their original plan and previously set goals.

“Accounting data alone is not sufficient enough to run a business,” said Sabrina Parsons, CEO of Palo Alto Software. “Business owners must also track how those actual numbers compare to their budget and forecast and their historical performance. LivePlan gives small business owners access to this information – in an easy to view format – without having to ask their bookkeeper or accountant to run multiple reports. With this, accountants are becoming strategic advisors, and helping small businesses in areas beyond taxes, bookkeeping, and audits.”

About Capital City Professional Services, LLC

Capital City Professional Services, LLC is a full-service accounting firm located in Columbia, SC. The firm provides accounting, tax planning and preparation, and business advisory services. Our mission is to provide a pathway to success for small businesses by offering complete financial services to direct growth for small business owners. The firm values long-term relationships and strives to be each client’s trusted partner. Our highly skilled staff, desire to lighten your load and relieve stress with our personalized approach.

About Palo Alto Software, Inc. – Makers of LivePlan

Palo Alto Software, Inc. develops tools and provides content resources for small businesses and entrepreneurs. Palo Alto Software, Inc., makers of the #1 selling business planning software in the world, develops and publishes tools, products, and content to help small and midsized businesses pitch, plan, manage, and grow their ventures. LivePlan, the company’s flagship product, is a SaaS (software as a service) solution for business planning and financial management. Palo Alto Software has been the market leader in its category for over 15 years, has served well over 2 million entrepreneurs, and has customers in 180 countries. It was founded in 1988 by business planning expert Tim Berry. Sabrina Parsons has been the company’s CEO since 2007. Parsons successfully expanded its service offering into the cloud with LivePlan. Palo Alto Software is a privately-owned corporation based in Eugene, Oregon.

Media Contact

Capital City Professional Services, LLC

[email protected]


1224 Pickens Street, Ste 190

Capital City Professional Services, LLC
Providing a pathway to success for small businesses by offering complete financial services to your business and you.
[email protected]
1224 Pickens Street, Ste 190


This Press Release was originally published by IssueWire. Read the original article here.


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