Powerful forecasting, tracking, & reporting LivePlan gives you all the tools you need to track the metrics that matter, and help your clients make confident and strategic business decisions.Learn More
Seamlessly connect your clients' QuickBooks or Xero to instantly display three years of financial performance in easy to read charts and graphs. Combine your expertise with LivePlan and deliver Strategic Advising efficiently, collaborating with clients online or providing them with beautiful PDF report packages. You can even add your logo, for a personalized, co-branded experience.Learn More
LivePlan helps you quickly build smart, strategic, and scalable financial forecasts. Start from your client's accounting data, or build from scratch, and use LivePlan's step-by-step guidance. Utilize the scenarios feature to build up to 10 full forecasts for each client. Dynamically set cash drivers and model cash scenarios with our cash flow management tools.Learn More
Filter industry benchmarks by type, region, and size to show clients how they compare to others in their industry. LivePlan displays benchmark data alongside forecast and accounting results, for deeper and more direct performance insights.Learn More
LivePlan is one of the few software and training products I've come across that delivers exactly what it says it will.
-William Wilsnagh, Skye Business Solutions
We've defined and streamlined advisory work so you can bring maximum value to your clients, and help them reach their goals. This recurring system keeps you organized and efficient; and brings immense value to your clients. You can get started with our free resources and go deeper in our online training.Learn More
The LivePlan Method for Strategic Advising is streamlined and efficient. Task-based work allows you to assign the right employee to the right work and be sure your team isn't missing anything.Learn More
LivePlan Method gives us consistency—it covers all the bases we need to offer these advisory services.
-Jason Meredith, Mid-South CFO
Self-paced eLearning that covers everything you need to learn The LivePlan Method for Strategic Advising. In addition to our eLearning program, we offer live training events, free webinars, a best practice video library, and other downloadable resources.Learn More
Here is everything included:
With the marketing and service packages available in the training program, you can build to scale very quickly.
-Billy Lacey, IPSUM Advisors
Gain access to exclusive tools and resources to promote your services.Learn More
LivePlan Expert Advisors are a prestigious group with great benefits. Be listed in our online directory and marketed to LivePlan small business users seeking advisors like you. You'll also get a welcome kit with swag, and an electronic badge for your website.
[LivePlan] takes away the need to ‘sell’ the service, because you can just show the client the value.
-Amy Hooke, The Savvy Bookkeeper
LivePlan had everything I needed to build out and scale. LivePlan helped me develop those partnerships to scale. I could use LivePlan to process numbers, and I could focus my time and energy on the relationships, the discussion, and the strategy. The more I work with the people at LivePlan, the more I work with my clients using LivePlan, the more I use LivePlan, the more I see LivePlan has been the best business decision I've made.
One of the biggest things that struck me about LivePlan was the LivePlan Method that you could roll out. With the marketing and service packages available in the training program, you can build to scale very quickly.
The biggest thing LivePlan gives you is the conformity of your platform. Because these types of services can be pretty widespread, you don't want to be open-ended for every customer. LivePlan gives us consistency—it covers all the bases we need to offer these advisory services.