LivePlan is an excellent tool for working with clients, whether you work as a plan-writing consultant or a strategic advisor. The software gives you the tools to create, monitor, and adjust forecasts with your clients over time, creating the kind of "living documents" that build long-term relationships and help your clients grow healthier businesses.
Options for using LivePlan with clients
- LivePlan Strategic Advisor program: Perfect for accountants and business advisors, the Strategic Advisor program comes with a trial of LivePlan, instructional materials, and special pricing for client licenses. Click the link for our Strategic Advisors page.
- LivePlan for Consultants: If you work with a Small Business Development Center (SBDC) or similar entrepreneurial support agency, our consultant program offers an evaluation copy of LivePlan. Click the link for our Consultants page.
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