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Create a Better Roadmap for Your Clients With LiveForecast™

[fa icon="calendar'] Fri, May 7, 2021 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

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. 

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Improved Cash Flow Forecasting in LivePlan for Strategic Advisors

[fa icon="calendar'] Wed, Feb 26, 2020 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

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.

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New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More

[fa icon="calendar'] Fri, Jan 24, 2020 / by Joey O'Shaughnessy posted in LivePlan Software for Advisory , Budgeting and Forecasting

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.

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New Feature: Your Profit and Loss Is Now Part of the LivePlan Dashboard

[fa icon="calendar'] Mon, Jun 10, 2019 / by Noah Parsons posted in LivePlan Software for Advisory

This past month, I used the LivePlan Dashboard for the first time at a board meeting for a nonprofit that I volunteer at. We reviewed our budget and how we were performing compared to our plan.

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LivePlan Feature Update: Print Your Pitch to PDF

[fa icon="calendar'] Tue, May 14, 2019 / by Noah Parsons posted in LivePlan Software for Advisory

The LivePlan Pitch has always been a great way to create a quick overview of your business.

As an alternative to the Business Model Canvas, the LivePlan Pitch helps you summarize your business opportunity, target market, competition, and business model—quickly and easily.

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LivePlan Update: Easier Forecasting, Improved Help, and More

[fa icon="calendar'] Mon, Nov 19, 2018 / by Noah Parsons posted in LivePlan Software for Advisory

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.

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You Asked, We Delivered: New LivePlan Features for Strategic Advising

[fa icon="calendar'] Fri, Jun 15, 2018 / by Sabrina Parsons posted in LivePlan Software for Advisory

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.

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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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