Become a Strategic Advisor using LivePlan

Help your clients grow 30% faster through 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

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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 upcoming app demo and information about our certification 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 Overview

  • Strategic Advisors Blog
  • Continuing Education on Industry Subject Matter
  • A scalable methodology for financial forecasting and advising
Grow Your Practice

Grow Your Practice

Firms of the future must offer Financial Forecasting and Strategic Advising. Using LivePlan as a toolset you can easily add this service to your firm’s offering. LivePlan implements a methodology for streamlining and standardizing the process, making it efficient and scalable.

LivePlan has developed a program for accountant strategic advisors called the Partner Program. This program offers volume pricing, training, support for implementation, and select marketing materials.

Expand Your Expertise

Expand Your Expertise

Our training program offers a 3 course series to introduce you to the work of strategic advising, how to use LivePlan as a product, and in how to implement the strategic advising service into your firm. You may also become a LivePlan Certified Expert Advisor, by taking our exam and staying current with annual requirements.

Get Started Faster

Get Started Faster

Let our team do the work!
Our client setup service will map your client accounts as well as build a 12 month budget & forecast.



Volume Pricing is available for accountant strategic advisors in the LivePlan Partner Program.

Expand Your Service Offerings to Your Clients

  • Business Planning
  • Financial Modeling
  • Strategic Forecasting
  • Cash Management
  • Business Analytics
  • KPI Tracking Dashboard
  • Industry Benchmarks
  • Easy Financial Reporting

Join the LivePlan Partner Program

  • Expand your expertise
  • Increase client retention
  • Grow your practice
  • Position yourself as a trusted advisor

The LivePlan Partner Program

What you get when you qualify:
  • 3 Month Free Trial
  • Volume Pricing
  • Webinar Demos and Certification
  • CPE Credit Opportunities
  • Toolkit Marketing Materials
  • Continuing Education on industry subject matter
  • Extended free license for your firm when purchasing client license

If you'd like to speak to our Accountant's Advocate, call us at (888) 498-6138. Our customer service hours are Monday to Friday, 8am to 5pm Pacific Time.

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The following information will qualify you, and determine your placement within our program. Please answer thoroughly.

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 |

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