Webinars and Resources

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.

Live Webinars

Getting the most out of your clients’ accounting data in 30 minutes

When: December 9th, 11:30 AM -12:00 PM PST

Description: It’s the end of the year! That means closing out the books and building a budget for the new year.

In order to build the best forecast and accurately track against your projections, you need useful and well-structured data. More often than not though, your clients’ accounting data may not be in the best state.

Join us for a 30-minute webinar all about better utilizing your clients’ accounting data. Whether you are using QuickBooks or Xero, we’ll show you: 

We’ll share real examples of strategies advisors used to overcome messy data, and how those strategies helped them create better and more strategic forecasts for their clients.

Move beyond budgeting and into forecasting in 2022

When: January 13th, 11:30 AM -12:30 PM PST

Description: The start of a new year means a new annual budget to build. But what if you provide something to your client better than a budget?

A forecast gives you a roadmap outlining your client’s projected performance. It stays up to date based on current actuals, providing your client an updated and ongoing view of their revenue, profit, and cash. Where budgets remain static, forecasts become dynamic. 

Learn how you can leverage LivePlan to implement and deliver this valuable service for your clients. We’ll show you: 

Create Higher Monthly Fees as a Strategic Advisor using LivePlan

When: January 27th, 11:30 AM -12:30 PM PST

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 and 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.

LivePlan Demo


LivePlan 101 for advisory — Intro to forecasting, cash planning, and reporting


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