Welcome to the LivePlan Method for Strategic Advising

A step-by-step process for accountants. Efficient. Profitable. Scalable.

1 Get started

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1 Get started

Produce a dashboard and starting forecast in under 90 seconds!

Get prepared quickly to show value to your clients, and reports they understand. LivePlan syncs with your accounting software, maps to the chart of accounts, and creates dashboard reports and financial forecasts with up to 3 years of data. Our LivePlan Method (included) is your step-by-step guide.

Playbook: LivePlan Method Guide

2 Kickoff

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2 Kickoff

Connect with your client and show your value

Kickoff is your chance to connect with your client, understand their long-term goals, and show them the value of your advisory service. Help them select the advisory package that makes sense. Our Kickoff Guide (included) steps you through this work.

Connect with your client to understand their long-term goals. Show them the value of advisory service. Help them select the right service package.

Playbook: Kickoff Guide

3 Plan Meeting

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3 Plan Meeting

Strategic Advising starts with planning

LivePlan's Pitch feature, plus our Plan Meeting Guide, will take you step-by-step through this one-time Lean Planning Meeting. You'll learn your client's business model and build a one-page Lean business plan as a deliverable. You'll also get the information you need to finish the starting forecast.

Playbook: Plan Meeting Guide

4 Build the Forecast

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4 Build the Forecast

Financial forecasting is easy in LivePlan

Finish your client's forecast with information from the Lean Plan Meeting: their unique goals, opportunities, and cash assumptions. Easily edit the automated starting forecast or create a new one.

LivePlan's built-in benchmarks and forecasting wizards, plus 10 financial scenarios, make forecasting in LivePlan fun and powerful!

5 Monthly Strategic Advising

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5 Monthly Strategic Advising

Advise with confidence. Show value monthly. Grow your relationship.

Conduct a monthly Strategic Advising meeting using LivePlan's Dashboard reports and our step-by-step Advisory Meeting Guide. Compare the forecast to actual results, look at trends, uncover problems, and guide solutions—it's what being a Strategic Advisor is all about!

Playbook: Advisory Meeting Guide

Ready to build a scalable, efficient, and profitable client advisory practice with the LivePlan Method for Strategic Advising?

Get Started Today