Self-paced training for everything you need to implement LivePlan Method for advisory in your firm.
Use this training during your LivePlan 90 day free trial, or with your current paid account.Gain Access
Best practice webinars for practice management and growth. Typically one per month. Subjects such as:
We offer Expert Advisor certification in LivePlan.
The accounting industry is changing rapidly. Your clients are turning to you for advice on their business growth challenges and opportunities. Your firm needs to be able to offer Strategic Advising services confidently and profitably.
More than just software, the LivePlan Method will take you there.
The LivePlan Method is right for your firm if you are looking for a way to grow your client advisory services practice and bill on a fixed monthly fee. For maximum impact, you will need access to your clients' Quickbooks Online or Xero accounts.
October 29, 2018
This is an excellent and well-structured program for Strategic advisors. All the material...
October 1, 2018
This program was so straightforward. It's like 'strategic planning for dummies'!...
September 14, 2018
I found this training very valuable. I have looked into several software...
September 10, 2018
You won me back! I discovered your LivePlan Method course for advisors....
August 23, 2018
I found today's webinar to be very informative and insightful. I am very excited to have...