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Announcing LivePlan's Strategic Advisory Summer Bootcamp 2021

[fa icon="calendar'] Wed, May 5, 2021 / by Jonathan Michael posted in Growth & Productivity , Strategic Advisor Method , Working with Clients

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!

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2021 State of Small Business Report - Insights for Strategic Advisors

[fa icon="calendar'] Sun, Mar 14, 2021 / by Kody Wirth posted in Growth & Productivity , Working with Clients

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.

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4 Best Virtual Event Platforms to Consider in 2021

[fa icon="calendar'] Thu, Dec 17, 2020 / by Joey O'Shaughnessy posted in Growth & Productivity

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.

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Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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