The LivePlan Method for Strategic Advising

Build a scalable, efficient, and profitable client advisory practice.

The LivePlan Method

The accounting industry is changing rapidly. Your clients are turning to you for advice on their business growth challenges and opportunities. Your firm needs to be able to offer Strategic Advising services confidently and profitably.

More than just software, the LivePlan Method will take you there.

A Scalable Method for Strategic Advising

LivePlan is a platform for offering scalable and profitable Strategic Advising to your clients on a monthly basis. We offer the LivePlan Method implementation package for one-on-one support to launch your Strategic Advising practice. Or, choose the self-guided training option using our online videos. Whichever option you choose,
you can start with a 90-day free trial of LivePlan software.

The LivePlan Method implementation package:

Arrange a 15-minute phone call to discuss one-on-one implementation support for your firm.

Book Call

The LivePlan Method is right for your firm if you are looking for a way to grow your client advisory services practice and bill on a fixed monthly fee. For maximum impact, you will need access to your clients’ Quickbooks Online or Xero accounts.

Transform profitability. Streamline services. Expand your expertise.

Get Started Today