Small Business Advisors & Mentors

Empower your clients with business planning & financial forecasting software

Employees Brainstorming

Create forecasts and reports that build trust with your clients.

Consultants & Coaches


SBA Partners

Accountants & CPAs

Incubators & Accelerators



Advisors and educators partner with LivePlan

Business Consultants and Coaches

Business Consultants & Coaches

Professional consultants leverage our powerful business plan creation and management software to support entrepreneurs and established businesses from startup through maturity.

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Professors, Instructors and Educators

Professors, Instructors & Educators

Business instructors from community colleges to graduate programs rely on our flexible training tools to implement effective business planning, marketing, and financial management lessons.

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SBA Partners

SBA Partners

SBDCs, WBCs, VBOCs, funding partners and other SBA-backed organizations use our suite of tools to strengthen client engagement, secure funding and improve business performance.

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Public Accountants and CPAs

Public Accountants & CPAs

Accountants use our industry-leading financial planning software to deliver scalable, efficient, and profitable advisory services such as outsourced CFO, strategic advising and forecasting.

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Incubators and Accelerators

Incubators & Accelerators

Program directors and business mentors reinforce entrepreneurial principles with our intuitive pitch, plan, and forecast features, increasing founders’ understanding of their ventures.

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Small Business Lenders

Small Business Lenders

Lenders advise loan recipients with our financial management and business planning services, designed to show entrepreneurs how strategic decisions impact their bottom line.

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Enterprise and Large Scale Partners

Enterprise & Large Scale Partners

Corporations, controllers, franchisors, intrapreneurs and others plan and manage with our software, setting meaningful goals and accurately tracking financials against forecasts.

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Get started with LivePlan

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Advisory insights from LivePlan’s learning hub

Live training events, webinars, recordings, and more to support your work

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Videos & Resources

Build your skill set with LivePlan’s video library. Access webinar recordings and other free resources

Including resources for:

  • Strategic advising
  • Lean business planning
  • Financial forecasting
  • Client engagement
Explore Video Library
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Upcoming Trainings

Stay in the loop on the latest LivePlan Learning opportunities. Sign up for training sessions and learn about special events

Several ways to learn:

  • Upcoming event schedule
  • Master Class & custom training opportunities
  • Resource guides for strategic advising
  • Featured trainings
View Training Calendar

What our partners are saying

LivePlan For Consultants

“LivePlan allows clients, facilitators, coaches, and small business consultants to access the business plan 24/7. This creates time efficiencies that are incredibly valuable.”

Heather Lux

Heather Lux

Wisconsin Women’s Business Initiative Corporation

LivePlan For Educators

“LivePlan guides how I shape and deliver the class, and how I implement those newly discovered tools. Each year I dig deeper on what LivePlan has to offer.”

Corey Pulido

Corey Pulido

East Carolina University

LivePlan For Accountants

“Discovering we could use LivePlan to help bookkeepers price their packages was huge. LivePlan gives us a framework to have those conversations.”

Amy Hooke

Amy Hooke

The Savvy BookKeeper

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