The LivePlan Method for Strategic Advising

Watch a LivePlan Program Overview

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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Webinars & Resources

Best practice webinars for practice management and growth. Typically one per month. Subjects such as:

  • Financial forecasting
  • Dashboard reporting
  • Client engagement
  • Business planning
  • Website optimization
  • Social media marketing
  • Subject matter experts and guest accountant case studies
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Certification

We offer Expert Advisor certification in LivePlan.

  • Exclusive online directory listing for your firm published on LivePlan.com
  • Official certificate and badge for your website and marketing materials
  • Special product messaging and updates
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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 Online or Xero accounts.