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LivePlan Forecast Advisory Service

LivePlan Forecast Advisory Service

Small Business Advisor, LivePlan Forecast Advisory Service

“Get an accurate financial forecast, uncover new growth opportunities, and understand the impact of every decision you make with a LivePlan Forecast Advisor.”

Working with an advisor also makes you a more strategic business owner. Gut instinct alone isn't enough. An advisor will help you make informed decisions that are most likely to generate ROI and help reach your goals.

Get monthly strategy sessions with your advisor. Your advisor will learn about your business and help you set realistic goals.

Have a living financial forecast. Your advisor will work with you to analyze your results and update your forecast. You'll get forecasted financial statements for your profit & loss, balance sheet, and cash flow.

Make data-driven decisions and review your forecast to stay on track. Vet your ideas and get advice on how to grow your business by chatting with your advisor every month.

A LivePlan Advisor will help you answer the questions that keep you up at night.

"Will I need outside funding? If so, how much?"

"How much should I be spending on marketing?"

"Should I hire an employee or invest in equipment?"

"What is the fastest way to reach my business goals?"

Industry Focus

  • Any industry


  • Financial Forecasting and Performance Review

Business Stage

  • 0-1 years
  • 2+ years
  • A nonprofit
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