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The LivePlan Blog

Tips to grow a better, smarter business

An illustration of the words "The Hurdle," which is LivePlan's podcast.

LivePlan Team

March 24, 2025

The Hurdle | LivePlan Small Business Podcast

Kathy Gregory

October 18, 2024

How to Nail Your Strategic Advising Kickoff Meeting
A planet with a dollar sign in the middle surrounded by stars and dollar signs.

Christa Carter

March 7, 2025

How to Sell Financial Advising Services to Accounting Clients

Kathy Gregory

October 18, 2024

How to Conduct a Strategic Advising Meeting With Small Business Clients
Successful business owners have one thing in common—They actively track metrics to achieve their goals. Learn what metrics to track with our full guide.

Noah Parsons

June 18, 2025

17 Key Business Metrics You Need to Track

Noah Parsons

May 31, 2025

How to Do a Sales Forecast for Your Business the Right Way
�� Pro Tip:
An accounting advisor explaining the differences in budgeting vs forecasting to a client.

Elon Glucklich

May 30, 2025

Budget vs Forecast: Differences Explained + What to Prioritize
A detailed illustration showing a collection of laboratory equipment like beakers, flasks, and a microscope alongside stacks of dollar bills. This image symbolizes the analysis of cash flow in a business, with tools for examining financial health.

Noah Parsons

June 30, 2025

Cash Flow Analysis Explained: How to Review + Examples
An artistic illustration of a river flowing through a mountainous landscape with dollar signs along the banks, symbolizing the flow of cash within a business.

Noah Parsons

June 18, 2025

Cash Flow Statement: Definition + How to Create and Read it
A stylized illustration showing four open envelopes filled with cash, with coins and bills floating around them, symbolizing the concept of collecting payments from clients or customers.

Chinwe Onyeagoro

June 18, 2025

How to Get Paid Faster: 9 Ways to Turn Unpaid Client Bills Into Cash
An illustration of a firefighter spraying water to extinguish a fire, symbolizing problem-solving and crisis management in business.

Harriet Genever

June 18, 2025

10-Step Problem Solving Process for Business Owners and Entrepreneurs
A stylized illustration of various financial graphs, including bar charts, line graphs, and pie charts, representing the analysis of financial data for forecasting purposes.

Makenna Crocker

March 18, 2025

7 Qualities of Accurate and Effective Financial Forecasts

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