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.
No hassling with formulas. Financial tables, charts, and reports automatically calculated
Fill-in-the-blank simplicity walks you through entire process beginning to end
500+ sample business plans covering all industries to defeat writer’s block
Expert video tutorials and definition of key terms from renowned business plan expert
Produces lender-approved, professional, visually impressive documents
Build an infographic executive summary for quick pitching
Visual dashboards for real-time tracking against budgets and sales goals
Real-time syncing with your accounting software for at-a-glance reports
Update your plan and track your business health from anywhere with internet
Choose from 10 different eye-catching, professional themes when you print your plan or download to PDF
Export your business plan at anytime to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentation
Collaborate easily across your team. Share plans securely with partners and investors
Create as many business plans as you need (one plan active at a time or upgrade to add more active plans)
Find out how your company is doing compared to others in like industry, size, or locale
Create milestones for the key events in your plan and start tracking your progress
We’re cloud-based so PCs, Macs, and tablets are all welcome
Phone, email, and chat support
Your business data is complete locked down and safe. Guaranteed
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
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.
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
Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.
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.
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.
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.
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.