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What makes us different?

investor-ready business plans

Investor-Ready Business Plans

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.

modern intuitive interface

Modern, Intuitive Interface

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.

compare your business to your competition

Tracks Day-to-Day Performance

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.

500+ sample plans included

500+ Sample Plans Included

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.

tracks day-to-day performance

Compare your Business to your Competition

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.

Everything below is included

Automatic Financials

No hassling with formulas. Financial tables, charts, and reports automatically calculated

Step by Step Instruction

Fill-in-the-blank simplicity walks you through entire process beginning to end

500+ Sample Plans

500+ sample business plans covering all industries to defeat writer’s block

Expert Advice

Expert video tutorials and definition of key terms from renowned business plan expert

SBA-Approved Form

Produces lender-approved, professional, visually impressive documents

One-Page Pitch

Build an infographic executive summary for quick pitching

Performance Dashboards

Visual dashboards for real-time tracking against budgets and sales goals

QuickBooks Online & Xero Integration

Real-time syncing with your accounting software for at-a-glance reports

Access Anywhere, Anytime

Update your plan and track your business health from anywhere with internet

Custom Themes

Choose from 10 different eye-catching, professional themes when you print your plan or download to PDF

Export Your Plan

Export your business plan at anytime to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentation

Collaboration Tools

Collaborate easily across your team. Share plans securely with partners and investors

Multiple Plans

Create as many business plans as you need (one plan active at a time or upgrade to add more active plans)

Benchmark Data

Find out how your company is doing compared to others in like industry, size, or locale

Milestones

Create milestones for the key events in your plan and start tracking your progress

Multi-Device

We’re cloud-based so PCs, Macs, and tablets are all welcome

Expert Toll-Free Support

Phone, email, and chat support

Secure & Confidential

Your business data is complete locked down and safe. Guaranteed

Some of our fans

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.
Cyndi Thomason

Cyndi Thomason
Accountant, Bookkeeper
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

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

Billie Anne Grigg
Virtual Bookkeeper
Founder of Pocket Protector Bookkeeping

top ten reviews gold award
LivePlan outpaces every other service in this category.

Top Ten Reviews Gold Award

Accountex User Favorite Award for Business Intelligence
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

newbusiness
LivePlan has taken a step by step approach to make the process of creating financial records and projections as simplistic as possible.

NewBusiness

zd net
LivePlan helps entrepreneurs and small businesses organize relevant strategy and projection information more concisely.

ZD Net

PC Magazine
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.

PC Magazine

inc magazine
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.

Inc Magazine

We're Here to Help

Call 1-888-498-6136 or start a live chat.
Our expert customer service team is standing by.
  • sean customer service manager
  • diane customer service representative
  • emilee customer service representative
  • amanda customer service representative
  • celeste customer service representative
  • quinn customer service representative
  • stormy customer service representative
  • joey customer service team lead
Customer Satisfaction

We ask our customers to rate their experience after every interaction with our support team and we're
constantly striving to raise this number higher.

Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday

Teri Epperly former Director of Training and Customer Experience

Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.

Frequently Asked Questions

What are the benefits of the Partner Program?

Reduced pricing and unlimited users are the cost benefits to the Partner Program (see below for explanation of account set-up). Monthly and yearly pricing options are available. In addition, those in the Partner Program for Strategic Advisors enjoy support in the areas specific to strategic advising for small business clients. Toolset support and advice on service offerings can be obtained through customer service. Webinar trainings, both foundational and best practice, are offered monthly.

How Does the 90 Day Trial Work?

The 90 day trial exists to allow accountant strategic advisors a chance to learn about strategic advising as it applies to the LivePlan toolset. We offer 2 licenses during the trial so advisors have a chance to both use the software to build a demonstration plan, and work with a client during this time. Webinar training is offered monthly, covering all aspects of LivePlan the toolset, and how to apply it in your practice. At the end of 90 days, the trial account shifts to a billed account, and the account owner may simply enter credit card information to continue using the same account and licenses. If no credit card is on file, the account goes dormant until such time that the owner inputs credit card information.

What is the structure of LivePlan’s account set-up for advisors?

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.

What if I have more questions?

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.

Will my data be safe and private?

All data living within your LivePlan license, both your plan data as well as the financial actuals imported from your accounting solution, will remain secure and completely confidential. Our products run on a dedicated network with bank-level security that is locked down with firewalls and carefully monitored 24/7. For more information, please read our security and privacy policy pages.

Will LivePlan work for any industry?

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.

Can I change or cancel my account after signing up?

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.

What happens to my clients’ plans if I cancel my account?

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.

What payment methods do you accept?

We accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal. You're protected with our 60-Day Money-Back Guarantee regardless of payment choice.