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LivePlan Update: Cash Flow and Balance Sheet on the Dashboard

[fa icon="calendar'] Fri, Sep 20, 2019 / by Noah Parsons posted in LivePlan Software for Advisory

Running your business takes more than just a passion for your customers and the products and services you sell. You also need to keep a close eye on your business financials so you can track performance and know how your business is doing.

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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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LivePlan’s Scoreboard Becomes Dashboard: Packaged Reports for Advisory Services

[fa icon="calendar'] Wed, May 23, 2018 / by Noah Parsons posted in LivePlan Software for Advisory

LivePlan has released the first of what will be a series of updates to our reporting and forecasting features: LivePlan’s Scoreboard has become the Dashboard.

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The LivePlan Method for Advisory Services and Workflow Software—Working Together

[fa icon="calendar'] Tue, Nov 14, 2017 / by Kathy Gregory posted in LivePlan Software for Advisory , Business Process for Advisory

The best way to grow and scale an accounting firm—and this is true of any type of service firm—is to implement standardized and structured business processes for all work. Categorize the work by service type and implement a manageable process—one that will ensure solid client deliverables, and also profitability for your firm.

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About Excel and Your Business Plan

[fa icon="calendar'] Tue, May 10, 2016 / by Tim Berry posted in LivePlan Software for Advisory

I was just browsing the web with my laptop on a Sunday afternoon, half watching football, when I caught a LinkedIn question about business plan software. “Just use Excel and do your own,” the answer says.

“Yeah, right,” as one of my daughters used to say, rolling her eyes, when she was still a teenager, “and oh, brother.”

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How to Run a Monthly Plan Review Meeting

[fa icon="calendar'] Fri, Apr 22, 2016 / by Noah Parsons posted in LivePlan Software for Advisory , Business Process for Advisory , Working with Clients

Most people think that meetings are a waste of time. They’re right.

Too many meetings are run poorly, have no real objective, and waste employees’ time—which kills productivity.

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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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