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.

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.

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.

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.

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.

Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.

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.

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.

Strategic advising is a specific type of small business advising service. It focuses on lean business planning, financial forecasting, and monthly financial performance tracking. In the accounting profession, it fits within the umbrella of client advisory services (CAS).

What differentiates strategic advising from other client advisory services is its focus on planning and iterative forecasting as the primary means of measuring and driving small business growth.