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Strategic Advisor Blog

Posts Categorized: Budgeting and Forecasting Remove Filter

Create a Better Roadmap for Your Clients With LiveForecast™
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Create a Better Roadmap for Your Clients With LiveForecast™

A financial forecast serves as a roadmap in your client advisory relationship. A strong forecast is built by analyzing past results, considering current trends, and outlining a path forward to meet the goals of the business.  But even the strongest forecast won’t always be 100% accurate. Unexpected costs, external market factors, and unforeseen challenges can […]

Why Financial Forecasting is the Foundation of Successful Strategic Advising
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Why Financial Forecasting is the Foundation of Successful Strategic Advising

A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services. Reports and key performance indicators (KPIs) do provide useful information, but a rock-solid forecast provides the plan. Measuring it is […]

New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More
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New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More

Over the last few months, we’ve released a variety of new features and improvements for LivePlan, many of which are specifically developed for LivePlan Strategic Advisors. Our continued goal is to improve the overall experience for you and your clients—allowing you to serve more clients, build better forecasts, and generate strategic and thoughtful reports.

Planning Principle: It’s Business Planning, Not Accounting
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Planning Principle: It’s Business Planning, Not Accounting

It’s business planning not accounting. Your projections, although they look like accounting statements, are just projections. They are always going to be off one way or another, and their purpose isn’t guessing the future exactly right, but rather setting down expectations and connecting the links between spending and revenue.