Learn how using a tool like LivePlan can give your practice the edge it needs to add proactive advising services. Learn how to easily offer business planning and strategic forecasting, as well as KPI management for your small business clients, using LivePlan. See how easy it is to offer CFO services and grow your practice and your offerings.
Offer business planning services to your small business clients
Teach how to help create strategic forecasts and budgets with your clients
Show you how LivePlan can make your life easier, and give you a powerful, yet simple and affordable tool to offer proactive advising to your clients