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LivePlan’s Financial Forecasting Master Class is back! Join us August 10th for a half-day, dynamic live virtual learning event that will prep you to bring added value to your clients. Space is limited, so reserve your seat today! <!-HubSpot Call-to-Action Code -> Build your forecasting chops This Master Class will take advisors on a deep […]
Learn how LivePlan’s new UI/UX sets the stage for the future of strategic advising and upgrades your small business consulting toolset.
LivePlan’s newest feature, LiveForecast, is a dynamic forecasting solution that can bring financials up-to-date with one click. Learn more.
Helping your clients understand their cash flow is an integral part of delivering quality advisory services. But cash flow isn’t just about the current financial position. Creating an accurate cash flow forecast gives your clients the insight necessary to drive decision making for their business.
This past month, I used the LivePlan Dashboard for the first time at a board meeting for a nonprofit that I volunteer at. We reviewed our budget and how we were performing compared to our plan.
The LivePlan Pitch has always been a great way to create a quick overview of your business. As an alternative to the Business Model Canvas, the LivePlan Pitch helps you summarize your business opportunity, target market, competition, and business model—quickly and easily.
We’ve just released some exciting updates to LivePlan that make it easier to create new financial forecasts. We’ve also given you a new option to forecast cost of goods sold and improved how we provide help.
The accounting industry has seen rapid growth and change in the last five years. The message to accountants is clear: client advisory services are the focus.
