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.Read More
Helping your clients understand their cash flow is an integral part of delivering quality advisory services. But cash flow isn’t just about the current financial position.
Creating an accurate cash flow forecast gives your clients the insight necessary to drive decision making for their business.Read More
Over the last few months, we’ve released a variety of new features and improvements for LivePlan, many of which are specifically developed for LivePlan Strategic Advisors.
Our continued goal is to improve the overall experience for you and your clients—allowing you to serve more clients, build better forecasts, and generate strategic and thoughtful reports.
We’ve just released some exciting updates to LivePlan that make it easier to create new financial forecasts. We’ve also given you a new option to forecast cost of goods sold and improved how we provide help.Read More
The accounting industry has seen rapid growth and change in the last five years. The message to accountants is clear: client advisory services are the focus.Read More