Start with the software and LivePlan Method advisory process. Then invest in additional programs to grow and scale.
billed annually
Everything below is included:
Full access to LivePlan.
Build forecasts and strategic plans, track financials, and create easy-to-understand reports.
LivePlan Method resources.
Get a scalable process for delivering and selling value-added advisory services.
Option to get certified.
Complete online training to be listed as a LivePlan Expert Advisor.
I use LivePlan for planning purposes for my own firm, as well as assist our business clients that want the same planning, forecasting and monitoring setup. LivePlan strikes a nice balance between simplicity and ease of use, and ability to customize so as to reflect a business' particular financial ins and outs.
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.”
– NewBusiness
“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
