Become a Strategic Advisor using LivePlan

Help your clients grow 30% faster with The LivePlan Method

See Program Overview

LivePlan is the proud winner of the 2016 Accountex User Favorite Award for Business Intelligence

Rated #1 for business planning and reporting in the Intuit App Center

star ratings

The #1 reason clients switch accountants is because they didn't receive enough proactive advising.

Streamline your service offering with the LivePlan app
and The LivePlan Method
Click here for training program

easy budgeting and forecasting

Key Insights: Easy Forecasting and Reporting

Create forecasts and KPIs quickly, using LivePlan’s step by step process. Use LivePlan’s Scoreboard to compare the forecast with actual results and measure your KPIs on a beautiful financial management dashboard.

seamless integration

Seamless Integration

Seamlessly bring your clients' QuickBooks Online or Xero data into LivePlan and see how their business is doing from any computer with Internet access. Never export financial data to Excel again. LivePlan automates visual reports for you and your clients with a single click.

key insights

Industry Benchmarks

Advise clients on their business strategies from anywhere with all the data you need. Industry benchmarks, licensed from Sageworks, makers of ProfitCents, show clients how they compare to their competition.

Data provided by: profitcents by sageworks

cash flow management

Cash Flow Management

Powerful, yet simple tools to allow you to plan, model and monitor cash flow and make spending decisions. Set cash drivers dynamically, and model cash scenarios based on AR Days, AP Days, Inventory purchases, and more.

fundable business plans

Fundable Business Plans

LivePlan allows you to build a full lender-ready business plan or use the powerful Pitch feature to quickly and easily build a one-page business plan. Step-by-step guidance, one-on-one training, and over 500 business plan examples will help your clients build the plan they need, think strategically about their business, and get funded.

The LivePlan Partner Program

LivePlan's Partner Program for public accountants offers volume pricing, extensive training,
business process improvement, and select marketing materials. Choose your level of involvement.

  1. Software only: use LivePlan software to offer strategic advising to your small business clients.
  2. Business Process Improvement: implement the LivePlan Method to scale and standardize your strategic advising service offering and grow your business.
    LivePlan Method Business Process Improvement
  • Business process improvement: task-based process integrated into your firm
  • One on one training in business planning and advising for you and your firm
  • Implementation of the LivePlan Method process for strategic advising
Grow Your Practice

Grow Your Practice

Your clients want your help for financial insights to grow their businesses. Use LivePlan as your platform to implement strategic advising at scale and grow your practice.

Expand Your Expertise

Expand Your Expertise

Our training program offers live webinar training and online videos by subject to allow you to learn at your own pace. Learn to use LivePlan software, the LivePlan Method and the skills of strategic advising for small business clients.

Get Started Faster

Let Us Help

Our Implementation Program will align your strategic advising business process, streamline your workflows, and provide training tailored to your needs.



Click here for special pricing for Partner Program members.

The LivePlan Partner Program

Start here to join the Partner Program. If you have questions call us at 888-498-6136.
Our Customer Advocates are available Monday - Friday from 8am to 5pm pacific time.

Complete this form and we will contact you with the appropriate program that fits your needs.

Accountants Love LivePlan

Accountex User Favorite Award Winners

LivePlan is the proud winner of the 2016 Accountex User Favorite Award for Business Intelligence. Presented in partnership with AccountingWEB, the Accountex User Favorite Awards are the most sought-after awards in the field of accounting technology today. Winners were selected from a competitive landscape by the people who use these solutions daily.

Sleeter Group


LivePlan is a fantastic budgeting and forecasting tool and the Scoreboard feature easily connects with accounting systems to help accountants stay in touch with their small business clients year round. With the help of LivePlan, accountants can position themselves as trusted advisors for small businesses.
Doug Sleeter

Doug Sleeter, President and CEO
The Sleeter Group

CPA Practice Advisor
Recipients of this award must demonstrate that they are changing the accounting profession by responding to the evolving needs of the tax and accounting professionals by providing technology that addresses the new reality of on-demand information and business agility—and LivePlan fit the bill
Gail Perry

Gail Perry, Editor-in-Cheif and CPA
CPA Practice Advisor

LivePlan is great because it helps my clients learn to love their numbers and make better financial decisions. It's a quick and easy way for them to see where they are compared to where they want to go. I tell them that the only way they can make smart business decisions is to have up-to-date financials to look at, and LivePlan helps them do that at-a-glance.
Keith Bogard

Sandy Morgan, QuickBook Pro Advisor
Owner Almost Anything LLC |

I just got a new client onboard with LivePlan last week and showed them the product. They love it. And it makes me look good. Thank you!
Bob Harper

Erin Rue, CPA
Erin Rue, CPA |

The Scoreboard feature shows us and our clients where their financials are in real-time without having to send complicated reports from QuickBooks. Our clients just want a easy-to-read dashboard solution, and LivePlan provides that for them.
Ryan Clower

Ryan Clower, CPA
M. White & Associates |

I set up the Scoreboard and I think it's the best tool I've seen for delivering KPI metrics. Outstanding interface—just beautiful. Plus, having the direct feed with Xero is an additional homerun. I'm really impressed and look forward to helping clients gain this valuable benefit!
Jennifer Katrulya

Edwin R. Monteiro, CPA/CITP
Axis CPA Group |

fan logos