The LivePlan Method for Strategic Advising

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Online Training

Self-paced training for everything you need to implement LivePlan Method for advisory in your firm.

  • LivePlan software training
  • Advisory business process
  • Meeting agendas and scripts
  • Resource allocation and capacity planning
  • Packaging and pricing guidance

Use this training during your LivePlan 90 day free trial, or with your current paid account.

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We offer Expert Advisor certification in LivePlan.

  • Exclusive online directory listing for your firm published on
  • Official certificate and badge for your website and marketing materials
  • Special product messaging and updates
LivePlan Expert Advisor Certified
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Webinars & Resources

Webinars and other resources to support your advisory work. Webinar subjects in:

  • Strategic advising
  • Financial forecasting
  • Management reporting
  • Client engagement

Downloadable resources for workflow and meeting agendas

LivePlan software overview video

Best Practice webinar library

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The LivePlan Method

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 or Xero accounts.