A financial forecast serves as a roadmap in your client advisory relationship. A strong forecast is built by analyzing past results, considering current trends, and outlining a path forward to meet the goals of the business. 

The Strategic Advisory Summer Bootcamp, a 4-day virtual event will take place June 28th-July 1st. Space is limited, so register now to claim your spot!

See our newest feature in action!

LiveForecast will help you keep forecasts up to date, see fresh running balances and be able to spend your valuable time with clients talking about what-if scenarios based on their future cash and profitability.

In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, they persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of their business, and the help they need from strategic advisors.

Watch this recording and see how accountants are garnering higher monthly fees with this system for bundling strategic advising services while using LivePlan to deliver.

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.

Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising.

Building your advisory practice is a journey. You may still be trying to find ways to charge for advice that you’ve been offering so far for free, or you may be selling bundled, fixed fee advisory services now. Either way, at this time, the demands being placed on you and the work that you’re doing in response, is new and unique.

Paycheck Protection Loan Update:
Congress has passed a third round of stimulus that goes into effect the week of January 11th. This includes $284 billion in relief funds for small businesses to be made available through the Paycheck Protection Program (PPP) and a slew of updates for the Economic Injury Disaster Loan (EIDL) program that go into effect on January 15, 2021.

When small business owners are stressed from financial uncertainty they need information from their accountant that will help them from feeling blind-sided by unknowns, and enable them to forge a clear path forward.

Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users.

The accounting profession is filled with amazing people! Accountants are smart (obviously), generous, hard-working (oh-so), and social (who knew?)! And last but not least, they really like to learn.

To recap on a year like no other and to look ahead to 2021, Kathy Gregory joined a panel of experts from across the global accounting profession in this webinar that was hosted by Karbon.

If your practice is looking for a way to get more organized and scalable delivering strategic advising, watch our recorded webinar to see how Aero + LivePlan can help.