LivePlan Sponsors
LivePlan Sponsors

Accountants love LivePlan:

Accountex User Favorite Award Winners

LivePlan is the proud winner of the 2016 Accountex User Favorite Award for Business Intelligence. Presented in partnership with AccountingWEB, the Accountex User Favorite Awards are the most sought-after awards in the field of accounting technology today. Winners were selected from a competitive landscape by the people who use these solutions daily.

A picture of Sleeter Group


LivePlan is a fantastic budgeting and forecasting tool and the Dashboard feature easily connects with accounting systems to help accountants stay in touch with their small business clients year-round. With the help of LivePlan, accountants can position themselves as trusted advisors for small businesses.
A picture of Doug Sleeter

Doug Sleeter, President and CEO
The Sleeter Group

CPA Practice Advisor
Recipients of this award must demonstrate that they are changing the accounting profession by responding to the evolving needs of the tax and accounting professionals by providing technology that addresses the new reality of on-demand information and business agility—and LivePlan fit the bill.
A picture of Gail Perry

Gail Perry, Editor-in-Chief and CPA
CPA Practice Advisor

LivePlan is great because it helps my clients learn to love their numbers and make better financial decisions. It's a quick and easy way for them to see where they are compared to where they want to go. I tell them that the only way they can make smart business decisions is to have up-to-date financials to look at, and LivePlan helps them do that at-a-glance.
A picture of Sandy Morgan

Sandy Morgan, QuickBooks Pro Advisor
Owner, Almost Anything LLC |

I just got a new client onboard with LivePlan last week and showed them the product. They love it. And it makes me look good. Thank you!
A picture of Erin Rue

Erin Rue, CPA
Erin Rue, CPA |

The Dashboard feature shows us and our clients where their financials are in real-time without having to send complicated reports from QuickBooks. Our clients just want a easy-to-read dashboard solution, and LivePlan provides that for them.
A picture of Ryan Clower

Ryan Clower, CPA
M. White & Associates |

I set up the Dashboard and I think it's the best tool I've seen for delivering KPI metrics. Outstanding interface—just beautiful. Plus, having the direct feed with Xero is an additional home run. I'm really impressed and look forward to helping clients gain this valuable benefit!
A picture of Edwin R. Monteiro

Edwin R. Monteiro, CPA/CITP
Axis CPA Group |

fan logos

Ready to use the LivePlan Method in your Strategic Advising practice?

Learn More