Transform profitability. Streamline services. Expand your expertise.
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