Live webinars, recordings, and other resources to support your advisory work.
Take your LivePlan knowledge to the next level with our certification program.
Your clients are turning to you for advice on their business growth challenges and opportunities. You need to be able to offer efficient, and scalable client advisory services.
The LivePlan Method is a process for strategic advising: lean business planning, financial forecasting and management reporting.
Connect LivePlan to Quickbooks or Xero, and you're ready to offer maximum value to your clients.
Thank you and the LivePlan team for the informative Master Class on Financial Forecasting. As a newcomer to LivePlan, the session provided me with a good glimpse into the features and power of the platform! I truly appreciate that, and am looking forward to attending other webinars.
There are many good tools on the market. However, LivePlan is a multifunctional tool that encompasses everything WWBIC needs to be successful in assisting our clients through training and coaching.
By having an easy-to-use tool, we can guide clients on inputting numbers and then work through the financial statements to help them understand what it all means for their business. LivePlan's forecast tool enables entrepreneurs to focus on items in the standard financial sheets without having them be overwhelmed.
With the help of LivePlan, we can cover the full range of topics that generally come up during a consulting session.
Very useful to see how SBDC's can use the software long term with our clients. While most of what we do is startup forecasting in preparation for approaching lenders, this allows us to consult with our clients on an ongoing basis and drill down into the revenue and expenses that are and aren't working for the business.
LivePlan solves a pain point in my advisory services. The platform provides variations for forecasting that are far more stable than a spreadsheet.
SO much amazing info and resources. I'm really excited to get started and help strengthen small businesses. I love the mixture of content and complete content to help us hit the ground running.
I am a CPA and have built financial models from scratch, and I found the tools in LivePlan to be very intuitive and flexible enough to adapt to different types of businesses. The modular format of the product was very logical and the sample sections were very helpful as well.
The total advisory experience. Advisory is much more than turning financial statements into charts, but LivePlan does that & so much more! Taking clients from the business plan through the Dashboard really helps us connect the dots from purpose, to vision, to strategy, to implementation.
The customer service and how-to videos are first rate. There are tabs for pitch, business plan, forecast, and benchmark your data to like industries, and more. It's easy to use. I also like it because I can create a scratch forecast or use QBO data to pre-populate the forecast.
The available downloads and resources are great. They provide lots of information on each of the LivePlan Method steps.
I wanted to move my practice more toward advisory services and wasn’t sure where to begin. The LivePlan Method for strategic advisors is just what I needed. Templates with step-by-step processes and abundant help resources will help guide the way.
Enrolled for the Strategic Advisor Plan and used the same for 90 days as part of trial. Very much impressed with this software and recommend everyone.
LivePlan is one of the few software and training products I’ve come across that delivers exactly what it says it will.
Great training materials. Highly recommend to anyone seriously interested in offering tax planning and advisory services.
Business planning can be difficult and complex to understand. LivePlan makes that simple and helps streamline the process. They can even integrate with Xero so you can build accurate forecasts based on real data without wasting time importing all of the details (that no-one really does properly). Thumbs up for a great product.
I'm an accountant and use LivePlan for planning purposes for my own firm, as well as assist our business clients that want the same planning, forecasting and monitoring setup. LivePlan strikes a nice balance between simplicity & ease of use, and ability to customize so as to reflect a business' particular financial ins and outs. The support is fast and friendly, and they have a good track record of rolling out improvements or additional features on a regular basis.
This is an excellent and well-structured program for Strategic advisors. All the material presented in this program is of great value. LivePlan is the best resource for small business and entrepreneurs.
This program was so straightforward. It's like 'strategic planning for dummies'! I was able to start my strategic advising practice because of what I learned in this program.
I found this training very valuable. I have looked into several software applications that are similar to LivePlan - it was this training that has convinced me to implement LivePlan into my practice
You won me back! I discovered your LivePlan Method course for advisors. Thank you to your team for putting together a methodology to implement the use of your software in a sound advisory process.
I found today's webinar to be very informative and insightful. I am very excited to have LivePlan as an added value for my clients. Thank you