The LivePlan Method builds profitable advisory services for accountants
William Wilsnagh Skye Business Solutions United Kingdom
"LivePlan is one of the few software and training products I’ve come across that delivers exactly what it says it will."
Ellen Humphrey-Allen Humphrey-Allen, CPA Ontario Canada
"I found this training very valuable. I have looked into several software applications that are similar to LivePlan - it was this training that has convinced me to implement LivePlan into my practice."
Bobby Craft Craftwell Advisory Chicago, IL
"This program was so straightforward. It's like 'strategic planning for dummies'! I was able to start my strategic advising practice because of what I learned in this program."
Dmytro Arshynov DMA Financial Management LLC New York, NY
"Great training materials. Highly recommend to anyone seriously interested in offering tax planning and advisory services."
What you will learn
This step-by-step course will guide you through the entire process of establishing advisory services in your firm.
Through engaging videos and downloadable worksheets, you’ll learn to use LivePlan, work with clients as an advisor, build your own advisory packages and pricing, and begin hosting client meetings.
Our online classroom lets you learn at your own pace and review lessons at any time.
For further information, please review our Frequently Asked Questions or reach out directly.