November 12, 2020
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.
April 27, 2020
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.
March 11, 2020
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.
February 3, 2020
The available downloads and resources are great. They provide lots of information on each of the LivePlan Method steps.
September 30, 2019
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.
September 10, 2019
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.
December 11, 2018
LivePlan is one of the few software and training products I’ve come across that delivers exactly what it says it will.
November 27, 2018
Great training materials. Highly recommend to anyone seriously interested in offering tax planning and advisory services.
November 13, 2018
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.
November 9, 2018
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.
October 29, 2018
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.
October 1, 2018
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.
September 14, 2018
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
September 10, 2018
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.
August 23, 2018
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
Use this training during your LivePlan 90-day free trial, or with your current paid account
Webinars and other resources to support your advisory work.
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Downloadable resources for workflow and meeting agendas
LivePlan software overview video
Best Practice webinar library
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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.
November 12, 2020
I am a CPA and have built financial models from scratch, and I found the tools in LivePlan to be very intuitive and flexible....
April 27, 2020
The total advisory experience. Advisory is much more than turning financial statements into charts, but LivePlan does that & so much more!...
March 11, 2020
The customer service and how-to videos are first rate. I can create a scratch forecast or use QBO data to pre-populate the forecast....
February 3, 2020
The available downloads and resources are great. They provide lots of information on each of the LivePlan Method steps....
September 30, 2019
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....
September 10, 2019
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...
December 11, 2018
LivePlan is one of the few software and training products I’ve come across that...
November 27, 2018
Great training materials. Highly recommend to anyone seriously...
November 13, 2018
Business planning can be difficult and complex to understand. LivePlan makes that simple...
November 9, 2018
I'm an accountant and use LivePlan for planning purposes for my own firm, as well as...
October 29, 2018
This is an excellent and well-structured program for Strategic advisors. All the material...
October 1, 2018
This program was so straightforward. It's like 'strategic planning for dummies'!...
September 14, 2018
I found this training very valuable. I have looked into several software...
September 10, 2018
You won me back! I discovered your LivePlan Method course for advisors....
August 23, 2018
I found today's webinar to be very informative and insightful. I am very excited to have...
