Software combined with the educational tools you need to master the advisory process.
Per company, billed annually
4 company minimum
+ Unlimited users
Need more companies? Book a call.
Full access to LivePlan Premium
Build multiple forecasts and strategic plans, track financials and benchmarks, and create easy-to-understand reports.
Strategic advising resources
Access a scalable process and client-side resources to help deliver and sell your advisory services.
LivePlan had everything I needed to build out and scale. LivePlan helped me develop those partnerships to scale. I could use LivePlan to process numbers, and I could focus my time and energy on the relationships, the discussion, and the strategy. The more I work with the people at LivePlan, the more I work with my clients using LivePlan, the more I use LivePlan, the more I see LivePlan has been the best business decision I've made.
One of the biggest things that struck me about LivePlan was the LivePlan Method that you could roll out. With the marketing and service packages available in the training program, you can build to scale very quickly.
The biggest thing LivePlan gives you is the conformity of your platform. Because these types of services can be pretty widespread, you don't want to be open-ended for every customer. LivePlan gives us consistency—it covers all the bases we need to offer these advisory services.
“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 is business and financial planning software that offers targeted solutions for accounting firms, entrepreneurs, incubators, enterprises, and small business development centers.
– GetApp Best Software for Accounting Firms
“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.”
– ZD Net
“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
“LivePlan is laser-focused on helping you start and manage a business plan as your business grows. An essential tool for launching a startup.”
– Inc Magazine
“Trusted by 1 million+ entrepreneurs like you LivePlan is an excellent business planning solution.”
– Top Ten Reviews Gold Award