Join our webinar on Oct 29th where you will learn the basics of financial forecasting in LivePlan. Set up your firm for long-term success with an iterative process that will help drive decision making.

Learn how to take the headache out of managing client email so your whole team can stay organized, respond to clients quickly, focus on billable work, and provide excellent service.

So you’ve started offering strategic advising services to clients? Good for you! Your small business clients need your help with business insights and guidance.

Bootcamp is back and better than before! Watch a special Bootcamp preview and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year's event. 

This year, accountants have been reminded that being nimble, lean, and adapting to change, is essential to their advisory work. Implementing these changes can feel difficult, but with the right system the work becomes scalable and profitable.

As a strategic advisor, being nimble and productive in your work is essential to the growth and health of your business. Watch our new recorded webinar, hosted by LivePlan and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships. 

Watch our new recorded webinar for strategic advisors where you will hear from accounting expert Sharon Means, of Redmond Accounting, and industry experts from Aero Workflow, Practice Ignition, and LivePlan. 

As an accountant for small businesses, the critical differences between cash and profits have been ingrained into your mind. You know that both profitability and cash matter to the health of a business. But your clients are focused on cash, and often ask you, “why doesn’t my cash match my profit?” This informational gap is all too common with advisory relationships—so how do you overcome it, once and for all?

Watch our new recorded webinar, for an in depth discussion on how to use LivePlan to effectively forecast subscription-based advisory services for profitability, growth, and consumer retention.

Through 20+ years experience Trevor Betenson has found that a mix of advising and accounting leads to a more impactful career. Learn how he transformed himself into a strategic advisor over the course of his career and how you can do the same.

Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth.

Watch our new recorded webinar for an in depth discussion on cash and profit forecasting where you will learn the basics of forecasting, how to do it in LivePlan, and how to offer the service to your clients in both the best or worst case working conditions.

For most small business owners, payroll is the most important payment they will make each month. It’s also very often the largest monthly expense. For so many of your small business owner clients, likely their first monthly cash flow consideration is, “can I make payroll?”

There are plenty of good reasons to take out a business loan. Maybe you’re looking to purchase new equipment, expand operations, or even increase your working capital over a period of time. With the right planning and reasoning, a business loan is often a necessary step that most business owners will have to take at one point or another.

The public accounting industry is changing rapidly, and your clients are turning to you for advice on their business growth challenges and opportunities.

Your firm needs to be able to offer Strategic Advising services confidently and profitably.