Business planning, forecasting and management made simple

Accountants, CPAs, and Business Advisors

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

Grow your strategic advising practice with our method, resources, and complete training program, perfect for experienced advisors and newcomers alike.

SBA Partners

We have more than 25 years of experience collaborating with SBDCs, WBCs, VBOCs, funding partners, and other similar organizations.

Discover how LivePlan can help you maximize your impact with small business clients by strengthening client engagement, increasing capital infusion, and improving client outcomes.

Private Business Consultants and Coaches

We partner with professional consultants around the world to support entrepreneurs and established businesses.

Take your clients' business planning to the next level with LivePlan's software, training, and other resources.

Incubators and Accelerators

Help every founder and entrepreneur develop a deeper understanding of their business venture.

Use LivePlan to build and test a foundational financial model for any business at any stage. It's approachable and educational. Helping them confidently make decisions every step of the way.

Professors, Instructors, and Educators

Modern, real-world business planning for the classroom.

Used in:

  • 4-year and 2-year programs
  • Online, hybrid, and in-person classes
  • Undergraduate, graduate, and doctoral programs
  • Business, entrepreneurship, management, and finance courses
  • Pitch and Business Plan Competitions

We have the right implementation options for you and your students.

Enterprise and Large Scale Partners

Provide Lean Business Planning and financial management services for your clients and customers from the industry-leading LivePlan app.

Resellers, intrapreneurs, employees, franchisors, and more use our software. They plan and manage their business or department, set meaningful goals, and accurately track financials against forecasts.

Special Product Bundle: LivePlan + QuickBooks Online

Cover all of your small business accounting needs with QuickBooks Online from Intuit and LivePlan.

Use LivePlan, the world's leading business planning software, to build strategic budgets and forecasts. Then connect your QuickBooks accounting software with LivePlan to track your performance against your plan.

Nonprofit Organizations

LivePlan helps nonprofit organizations develop mission-driven strategic plans. Track fiscal progress in real-time, collaborate more effectively with staff and boards of directors and share professional financial documents with all stakeholders.

Create and manage budgets, track cash, share board reports, and manage your strategic plan, all in one place.

Directory of Business Advisors

LivePlan Expert Advisors are independent accountants and small business advisors with specialized training to support your business—at any stage—on your terms.

All Expert Advisors offer a free introductory meeting, so you can learn more and confirm their services are a good fit for your needs.

Hire a Professional Business Plan Writer

Save time and boost your chances of raising capital by hiring a LivePlan business plan writer.

Our unique plan format has helped over 1 million businesses succeed and grow. Work one on one with a business planning expert to craft the perfect, lender-ready plan.