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.
As an SBA resource partner, we have collaborated with investors, lenders, SBDCs, WBCs, VBOCs, and many similar organizations for over 25 years.
Discover how LivePlan can help you maximize your impact with your small business clients to strengthen client engagement, increase capital infusion, and improve client outcomes.
Modern, real-world business planning for the classroom
We have the right implementation options for you and your students.
Help every founder and entrepreneur develop a deeper understanding of their business venture.
Build and test a foundational financial model for any business at any stage, with LivePlan. It's approachable and educational, to help them confidently make decisions every step of the way.
Provide Lean Business Planning and financial management for your clients and customers from the industry-leading LivePlan app.
Resellers, intrapreneurs, employees, franchisors, and more use our software to plan and manage their business or department, set meaningful goals, and accurately track financials against forecasts.
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.
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 accounting software with LivePlan to track your performance against your plan.
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.