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Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class
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Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class

The Strategic Advisor Financial Forecasting Master Class is a single-day, dynamic live learning event taking place on June 2nd. Space is limited, so reserve your seat today! Build your forecasting chops This Master Class will offer a deep dive into financial forecasting and help advisors master LivePlan’s LiveForecast feature. Attendees will learn:  How to build […]

Budgeting Vs Forecasting: What’s the Difference?
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Budgeting Vs Forecasting: What’s the Difference?

It’s the question I get asked the most by accountants and business consultants who are beginning Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?” The answer is fairly straightforward, but also intriguing, in that it has a lot to do with the real value of small […]

2021 State of Small Business Report – Insights for Strategic Advisors
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2021 State of Small Business Report – Insights for Strategic Advisors

In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, they persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of their business, and the help they need from strategic advisors.

4 Best Virtual Event Platforms to Consider in 2021
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4 Best Virtual Event Platforms to Consider in 2021

Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users. After hosting the event we were left with a ton […]