Build and Scale a Profitable Advisory Practice

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The LivePlan Method builds profitable advisory services for accountants

"LivePlan is one of the few software and training products I’ve come across that delivers exactly what it says it will."

William Wilsnagh Skye Business Solutions United Kingdom

"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."

Ellen Humphrey-Allen Humphrey-Allen, CPA Ontario Canada

"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."

Bobby Craft Craftwell Advisory Chicago, IL

"Great training materials. Highly recommend to anyone seriously interested in offering tax planning and advisory services."

Dmytro Arshynov DMA Financial Management LLC New York, NY

What you will learn

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