We help accountants and bookkeepers build strategic, scalable, and profitable client advisory services for small businesses—even if they've never offered advising services before.

Client advisory is the fastest growing service component in public accounting. LivePlan's streamlined approach gives accountants a turn-key system for advisory services. Learn more about how to get started.

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Cyndi Thomason

Cyndi Thomason

Accountant, Bookkeeper, President,

Forecasts in LivePlan are simple to evaluate and monitor against actual monthly performance. The instant graphs help our clients understand the feasibility of their plans against past trends. Information can be easily adjusted as the business climate changes, allowing our clients to focus their energy and optimize their resources. LivePlan ensures that the organization is moving together toward the overall goals.
Billie Anne Grigg

Billie Anne Grigg

Virtual Bookkeeper, Founder,
Pocket Protector Bookkeeping

My clients are benefiting most from LivePlan by receiving concise, timely summaries of their financial information and how it compares to their milestones (as opposed to the umpteen detailed spreadsheets and multi-page bulleted Word documents I have been giving them each month). This allows them to quickly make decisions that grow their business. I am so excited to be a part of this program!