The LivePlan Method for Strategic Advising

Learn the LivePlan Method
for Strategic Advising

Online Training

Self-paced training for everything you need to build a client advisory practice using the LivePlan Method for Strategic Advising

  • LivePlan software training
  • Advisory meeting agendas and scripts
  • LivePlan Method advisory process
  • Resource and capacity planning
  • Packaging and pricing guidance

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

In addition to our online training program, we offer live webinars, a video library, and other downloadable resources; as well as a Certification program.

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

Access Resources

LivePlan Expert Advisor Certification

  • Exclusive online directory listing for your firm published on and marketed to our LivePlan small business users
  • Official certificate and badge for your website and marketing materials
  • Group support from our team
  • Advanced invitations to quarterly CPE webinars
LivePlan Expert Advisor Certified Learn More
The LivePlan Method for Strategic Advising

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 efficient, scalable and profitable client advisory services.

More than just software, the LivePlan Method is a process for delivering client advisory services that will take you there.

The LivePlan Strategic Advising training program is right for your firm if you are looking for a way to grow your client advisory practice and bill on a recurring, fixed monthly fee. For maximum impact, you will need access to your clients' Quickbooks Online or Xero accounts.

Ready to build a scalable, efficient, and profitable client advisory practice with LivePlan?

Get Started Today