LivePlan Accountants & CPAs
Bring more value to your advisory clients
Industry-leading financial planning, forecasting, and reporting software.
Accountants use LivePlan to deliver scalable, efficient, and profitable advisory services such as outsourced CFO and strategic advising.
Fuel business growth
Seamlessly connect your clients' QuickBooks or Xero to instantly display three years of financial performance in the Dashboard.
Forecasting made easy
LivePlan helps you quickly build smart, strategic, and scalable financial forecasts. Dynamically set cash drivers and model cash scenarios with our cash flow management tools.
Gain deeper insights
See benchmark data alongside forecast and accounting results, for deeper and actionable performance insights. Filter benchmarks by industry, region, and size to show clients how they compare to others and to their plan.
LivePlan manages all of your clients' plans and financials in one place, making the advising process easy and efficient.
Jason increased revenue from monthly client fees by 125% since introducing the LivePlan Method to his accounting firm.
Everything you need to launch & grow
Guide strategic business decisions with confidence
Help clients hit financial goals by comparing forecasts to benchmarks and actuals. Spot trends, solve problems, and run efficient, actionable meetings with LivePlan’s agendas and scripts.
Build long term client relationships
Great advising grows over time, and LivePlan grows with you. Start with instant performance reports, then build long-term strategy through forecasting. Built for small businesses, LivePlan makes reports easy to understand and delivers lasting value with a proven system.
Show your clients their future profit and cash
LivePlan’s lean forecasting delivers fast, accurate insights with less effort. Build full three-way forecasts—P&L, cash flow, and balance sheet—using real accounting data and smart projections. Help clients see profit and cash now and up to 5 years ahead.
Get Started with LivePlan
Complete the form below and we'll contact you shortly with information on accountant pricing options to get you started. Once complete, our team can customize the right account for your needs.
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Want to see how our partners use LivePlan?
Accountants love LivePlan
“LivePlan had everything I needed to build out and scale. LivePlan helped me develop those partnerships to scale. I could use LivePlan to process numbers, and I could focus my time and energy on the relationships, the discussion, and the strategy. The more I work with the people at LivePlan, the more I work with my clients using LivePlan, the more I use LivePlan, the more I see LivePlan has been the best business decision I've made.”
Enae Jackson-Atkins
Esquire Accounting
“One of the biggest things that struck me about LivePlan was the LivePlan Method that you could roll out. With the marketing and service packages available in the training program, you can build to scale very quickly.”
Billy Lacey
IPSUM Advisors
“The biggest thing LivePlan gives you is the conformity of your platform. Because these types of services can be pretty widespread, you don't want to be open-ended for every customer. LivePlan gives us consistency—it covers all the bases we need to offer these advisory services.”
Jason Meredith
Mid-South CFO