Webinars and Resources

Live Webinars

Note: Please use the same email for webinar registration and LivePlan account usage. This ensures you receive credit for the courses and that we can communicate with you effectively.

How to Get More Out of LivePlan – spotlight LiveForecast™

When: Thursday, July 29th at 11:30 AM – 12:30 PM PDT

Description: This session is for LivePlan strategic advisors who want to learn more. We’ll blow past the basics and jump right into forecasting and reporting features. 

The spotlight is on our newest forecasting feature: LiveForecast™. Come see how LiveForecast makes decision-making smarter and easier by automatically updating your cash and profit forecasts with historical data.

LivePlan does a lot for your advisory practice, and you want a chance to learn it more deeply and ask unique questions in real-time. We’ll show you tips and tricks, and how to get the most out of LivePlan for your clients. We’ll also leave plenty of time for you to ask your individual questions.

Create Higher Monthly Fees as a Strategic Advisor using LivePlan

When: more dates coming soon!

Description: Attaining higher fees for your advisory services is all about bundling deliverables in ways that clients can see the value and select what they want based on their need. It’s also important to have streamlined processes to support the delivery of your work, and tools to produce!

In one hour we’ll show you a system for bundling strategic advising services and how to use LivePlan, plus our newest feature, LiveForecast™ to deliver. See how other accountants are garnering well over $1,000 each month using the LivePlan Method, to forecast, report and help their clients manage their businesses better.

You’ll learn a lot in one hour, and be able to ask individual questions during the session. Come see LivePlan—you’ll love it!

Can’t wait for our next webinar? View our past webinar recordings here.

*More training dates will be added. Please check back regularly for an up-to-date schedule.

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