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Everything you need to launch & grow

Whether you're new to strategic advising or already have experience,
you'll get the right training and software to help you succeed.

LivePlan Software for Strategic Advising

LivePlan Software for Strategic Advising

Powerful forecasting, tracking, & reporting LivePlan gives you all the tools you need for delivering client advisory services

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Fuel business growth

Seamlessly connect your clients' QuickBooks or Xero to instantly display three years of financial performance data in charts and graphs that make sense to them. Combine your expertise with LivePlan and deliver Strategic Advising efficiently, collaborating with clients online or providing them with beautiful PDF report packages. You can even add your logo, for a personalized, co-branded experience.

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LivePlan Dashboard

Forecasting made easy

LivePlan helps you build a smart, strategic financial forecast quickly and at scale. Start from your client's accounting data and modify from there, using LivePlan's wizards and tools to guide you. Plus, our cash flow management tools help you dynamically set cash drivers and strategically model cash scenarios.

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LivePlan Forecast

Gain deeper insights

Industry benchmarks by type, region, and size show clients how they compare to others in their industry. LivePlan displays benchmark data, alongside the forecast and the accounting results, for deeper performance insights.

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LivePlan Benchmarks

Print and share reports

Select the reports and metrics you want, and create a beautiful reporting package within minutes—even add your company logo. LivePlan makes it easy to produce valuable deliverables for your customers.

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LivePlan Dashboard reports
William Wilsnagh, Skye Business Solutions LivePlan is one of the few software and training products I've come across that delivers exactly what it says it will.

-William Wilsnagh, Skye Business Solutions

LivePlan Method for Strategic Advising

LivePlan Method for Strategic Advising

Build an efficient, scalable, and profitable client advisory practice.

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Your LivePlan Method Resources

Deliver value profitably

We've defined and streamlined advisory work to the things that will help your clients' business grow and bring them value each month. This recurring system helps you remain profitable, doing the most efficient work at each step, while still bringing immense value to your clients. And you can learn it all in our online training!

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LivePlan Method overview

Get organized and be efficient

The LivePlan Method for Strategic Advising is streamlined and efficient. Task-based work allows you to assign the right employee to the right work and be sure your team isn't missing anything. LivePlan Method also integrates with Aero, Jetpack, and Karbon workflow products.

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LivePlan Method process

Create packages and deliverables

The LivePlan Method system includes recommended advisory packages and suggested pricing. Through our online training system, we show you all the deliverables you can offer from the LivePlan Method system, and how these deliverables form tiered packages.

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LivePlan Method advisory packages
Jason Meredith, Mid-South CFO LivePlan Method gives us consistency—it covers all the bases we need to offer these advisory services.

-Jason Meredith, Mid-South CFO

Online Training for Strategic Advising

Online Training

Self-paced training for everything you need to implement The LivePlan Method for Strategic Advising in your firm.

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LivePlan Method training program

Get everything your firm needs

Use the online training program during your LivePlan 90-day free trial, or with your current paid account. Everything you need to launch your advisory practice in your firm.

  • LivePlan software training
  • LivePlan Method for Strategic Advising business process
  • Plan Meeting agendas and scripts
  • Resource allocation and capacity planning
  • Packaging and pricing guidance
  • Marketing and sales email series
  • 16 downloadable resources in all for you to keep
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LivePlan Method what’s included

Soup There It Is business case

The Soup There It Is business case is a hands-on practice project specifically developed to help advisors get comfortable working with the LivePlan Method for Strategic Advising before they start working with their own clients.

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LivePlan Method practice project
Billy Lacey, IPSUM Advisors With the marketing and service packages available in the training program, you can build to scale very quickly.

-Billy Lacey, IPSUM Advisors

LivePlan Expert Advisor Certification

LivePlan Expert Advisor Certification

Gain access to exclusive tools and resources to promote your practice.

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EA Directory search

LivePlan Expert Advisors are a prestigious group with great benefits! Be listed in our online directory, marketed to LivePlan small business users seeking advisors like you. You also get first invitations to our quarterly webinars offering CPE, as well as a welcome kit with swag, and an electronic badge for your website.

Amy Hooke, The Savvy Bookkeeper [LivePlan] takes away the need to ‘sell’ the service, because you can just show the client the value.

-Amy Hooke, The Savvy Bookkeeper

Some of our fans

Fabien Gendron

I use LivePlan for planning purposes for my own firm, as well as assist our business clients that want the same planning, forecasting and monitoring setup. LivePlan strikes a nice balance between simplicity and ease of use, and ability to customize so as to reflect a business' particular financial ins and outs.

Billy Lacey

One of the biggest things that struck me about LivePlan was the LivePlan Method that you could roll out. With the marketing and service packages available in the training program, you can build to scale very quickly.

Jason Meredith

The biggest thing LivePlan gives you is the conformity of your platform. Because these types of services can be pretty widespread, you don't want to be open-ended for every customer. LivePlan gives us consistency—it covers all the bases we need to offer these advisory services.

Build and Scale Your Strategic Advising Practice with LivePlan
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