LivePlan outpaces every other service in this category.
Top Ten Reviews Gold Award
The User Favorite Awards are the most coveted of accounting technology accolades as they are unbiased and decided by the users themselves
Accountex User Favorite Award for Business Intelligence
LivePlan has taken a step by step approach to make the process of creating financial records and projections as simplistic as possible.
LivePlan helps entrepreneurs and small businesses organize relevant strategy and projection information more concisely.
LivePlan delivers what it promises, which is an expert walk-through to help you create and keep to a business plan of which you can be proud.
LivePlan is laser-focused on helping you start and manage a business plan as your business grows. An essential tool for launching a start-up.
Forecasts in LivePlan are simple to evaluate and monitor against actual monthly performance. The instant graphs help our clients understand the feasibility of their plans against past trends. Information can be easily adjusted as the business climate changes allowing our clients to focus their energy and optimize their resources. LivePlan ensures that the organization is moving together toward overall goals.
President at bookskeep
With LivePlan, we can work with our clients to develop a more accurate forecast, which has the added benefit of giving us what we need for a more accurate tax plan. We also use LivePlan to help them manage their cash, achieve their goals, and look forward not backward. LivePlan helps us be a trusted advisor not just a tax company. This sets us apart from other firms not offering services on this level.
Luke Gheen, CPA, MBA
President at Gheen & Co., CPA, LLC
My clients are benefiting most from LivePlan by receiving concise, timely summaries of their financial information and how it compares to their milestones (as opposed to the umpteen detailed spreadsheets and multi-page bulleted Word documents I have been giving them each month). This allows them to quickly make decisions that grow their business. I am so excited to be a part of this program!
Billie Anne Grigg
Founder of Pocket Protector Bookkeeping
One of our happy customers summed our offering up right: “LivePlan is like hiring an expert consultant combined with a professional designer coupled with a financial wizard.” Here’s the guarantee: your plan’s financial tables and charts will be error-free and your final plan will look polished, customized to your needs, and ready to impress investors, business partners, banks and SBA-lenders.
We’ve learned a few things over our 15-year history designing the #1-selling, business-planning software for small businesses. With LivePlan, we’ve taken all of the friction out of the equation allowing you to move seamlessly and intuitively from section to section, allowing your ideas to come to the forefront. Plus, there are helpful videos and examples every step of the way.
LivePlan’s Scoreboard feature is a visually-and-information rich business dashboard that keeps your finger on the pulse of the health of your business, highlighting the most crucial information you need to track in your business. It syncs in real-time with QuickBooks Online and Xero accounting software, making Excel and cumbersome reports a thing of the past. Know exactly how your business is doing and create impressive progress reports in minutes when you use LivePlan.
Get inspired and keep writer’s block at bay with our included gallery of over 500 example business plans spanning all major industries. With LivePlan, you can save hundreds of hours using our sample plans as a starting point for your own plan, customizing for your business as you go.
With LivePlan, you can compare your plan (and your actual performance) to real businesses just like yours. This ensures that you have an accurate and realistic plan when you are building your budgets, and helps you stay on track once you are up and running.
Call 1-888-498-6136 or start a live chat.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.
We ask our customers to rate their experience after every interaction with our Advocacy team and we’re constantly striving to raise this number higher.
Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.
The Partner Program offers reduced license pricing for accountants on LivePlan software, as well as training in strategic advising and related business processes via the LivePlan Method. In addition we offer LivePlan Expert Advisor Certification and select marketing materials.
The 90 day trial allows strategic advisors a chance to learn about the LivePlan toolset. We offer 2 licenses during the trial so advisors have access to 2 full client companies to try out out, with clients, or simply to develop sample clients to see how the software works. Use our webinar and online video training on demand to get all the help and support you need. At the end of 90 days the trial account switches to a paid account, with the first two licenses remaining in your account at a 2 for 1 price. Additional licenses can be added by the account owner through their LivePlan account as needed.
Those in the Partner Program for Strategic Advisors have one account, based on a main user’s email address. Licenses are added to the account as needed. Each license holds one client plan, called a Company. The account may have unlimited users, and Companies are assigned read/write access by the account owner. Company plans can be archived at any time, and new company data may be written into the same license instance. All companies can be accessed by the master account dashboard.
Please see our full frequently asked questions page or contact us and we’d be happy to help you personally. Also, we offer a robust customer help center for all questions about using LivePlan, which we update constantly.
LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 500 sample plans you can use as a guide while writing your own plan. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.
Yes, LivePlan has no long-term contracts of any kind. You can also change from a monthly to an annual plan at anytime -- without any penalty.
Your company plans are 100% yours at any time. You can take your plan(s) with you when you go. If you decide to end your LivePlan subscription, just export your plan(s) to Word or PDF before you sign out for the last time. You can also put your account on hold for a low monthly fee and we will keep all your data safe and secure for when you are ready to resume business.
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