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The LivePlan Blog

What is Financial Forecasting + Why it Matters for Small Business
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What is Financial Forecasting + Why it Matters for Small Business

Did you know that 30 percent of businesses close by their second year? Business failures happen for a variety of reasons, but one of the most common is that owners simply run out of cash.   And while some business ideas just don’t pan out, many times better planning could have kept the business open […]

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The Hurdle Episode 3 | Built This With $11K!

In episode three of “The Hurdle,” Jade and Max discover how Amelia Reising’s dream of creating a space for children to explore art, history and creative play transformed into Adventure! Children’s Museum. Amelia’s nonprofit journey began in 2015, when she and a group of fellow moms launched a series of small pop-up events for children. […]

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The Hurdle Episode 2 | Bar, Beans, and… Walls?

In episode two of “The Hurdle,” Jade and Max catch up with repeat entrepreneur Thomas Pettus-Czar. His entrepreneurial journey started when he left graduate school to start a bar and cafe, The Barn Light. His journey was full of challenges and rewards, from launching a Kickstarter campaign to help him get to opening day, to […]

The Hurdle Episode 1 | Is Growth Always Good?
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The Hurdle Episode 1 | Is Growth Always Good?

In episode one of “The Hurdle,” Jade and Max sit down with the dynamic Mike White, a serial entrepreneur from Salem, Oregon, whose journey is anything but ordinary. From his teenage days hustling knock-off designer purses and dabbling in a pyramid scheme to becoming the visionary behind an award-winning BBQ sauce brand, Mike’s entrepreneurial path […]

How to Sell Financial Advising Services to Accounting Clients
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How to Sell Financial Advising Services to Accounting Clients

Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth. True growth comes by taking it a step further, with an effective sales process that […]

How to Conduct a Strategic Advising Meeting With Small Business Clients
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How to Conduct a Strategic Advising Meeting With Small Business Clients

As an accountant or Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth. Your work should cover questions such as these: “If you could change one thing about your business today, what would […]