LivePlan for Strategic Advisors

Build & Scale Your Strategic Advising Practice with @LivePlan. Follow for webinars, tips, news & best practices.

[LivePlan for Strategic Advisors @LivePlanSA]

The LivePlan team had an amazing week at ASBDC in Nashville! We were thrilled to connect with so many engaged SBDC advisors and support their work helping entrepreneurs.

#ASBDC2023 #BusinessAdvisor #BusinessGrowth #SBDC

[America's SBDC @ASBDC]

Day 1 of the #2023SBDC conference was a massive success with keynotes, workshops, life music and lots of networking at @GaylordOpryland in @visitmusiccity with @SBAIsabel @sofarsounds and Chris Barton of @Shazam

[LivePlan @liveplan]

Business forecasting– what is it, and why do you need to do it in 2023?

Sabrina has the answers: https://t.co/zQQkBfyOac

[LivePlan for Strategic Advisors @LivePlanSA]

Wonder what small business advisors are saying about the impact of AI tools like ChatGPT on business planning?

We asked over 130 of them for their thoughts. Read our latest blog post to find out what they said.

https://t.co/3bAXnwwSGV

#BusinessAdvisory #Startup #Technology

[LivePlan for Strategic Advisors @LivePlanSA]

We're gearing up for our big Financial Forecasting Master Class on August 10th! It's is a half-day, live virtual training providing client-ready resources to help build financial forecasting skills. Catch a free 30-minute preview webinar this Thursday!

https://t.co/givOHZyDK0

[LivePlan for Strategic Advisors @LivePlanSA]

Here's another short clip from our recent Growth Planning webinar for consultants and advisors. Check out the video to learn LivePlan's 3-month plan for integrating Growth Planning into your advising work! https://t.co/S2bTWrtImf

#GrowthStrategy #GrowthMindset #BusinessPlan

[LivePlan for Strategic Advisors @LivePlanSA]

Here's the next excerpt from our LivePlan Learning session on Growth Planning. Click the link to learn all about financial modeling for fast-growth businesses in just 7 minutes! https://t.co/hcb5fKlpcL

#FinancialPlanning #BusinessTips #BusinessSolutions #Webinar

[LivePlan for Strategic Advisors @LivePlanSA]

Do you know about our LivePlan Learning webinars?

Check out a 5-minute excerpt from a learning session we recently hosted for advisors on Growth Planning: https://t.co/mD7dZ2K7Cy

#Consultants #Advisory #BusinessGrowth

[Tim Berry @Timberry]

Business Planning Insights for Advisors and Educators by @EGlucklich via @liveplan https://t.co/LfpVJZDI87 #businessplan #advisors cc @paloaltosoft @bplans

[LivePlan for Strategic Advisors @LivePlanSA]

Do you know the difference between budgeting and forecasting? Need a refresher? Check out our latest post from the LivePlan blog: https://t.co/bUYwVbZYlq

#Accounting #Advisory #Consulting #BusinessGrowth

[Women On Business @womenonbusiness]

Entrepreneurship Curriculum explained in 14 steps by @EGlucklich via @liveplan https://t.co/jZ4oPGnMQt #Entrepreneurship #curriculum

[LivePlan for Strategic Advisors @LivePlanSA]

What does an entrepreneurship curriculum look like? Learn more in the latest LivePlan Advisors & Educators blog post. https://t.co/dT8ujEMdm5

#HigherEd #Entrepreneurs #BusinessPlan #Startups

[LivePlan for Strategic Advisors @LivePlanSA]

"Technology is transforming accountants’ relationships with their clients—82% of accountants say technology is creating more meaningful client interactions."

[Ashleigh Sutter, CPA @Ashleigh_Sutter]

This year, @QuickBooks surveyed 2,000 US accountants to see how they're using technology to level up their business. You don't want to miss these insights: https://t.co/mjXDdT188R

#accountants #technology #finance

[LivePlan for Strategic Advisors @LivePlanSA]

What is advisory consulting and accounting? How can you add it to your services?

Check out our latest blog post here: https://t.co/D5YvP5SAne

#advisory #accountant #consultant

[LivePlan for Strategic Advisors @LivePlanSA]

Get a FREE Master Class Preview! Join us this WEDNESDAY for a 30-minute webinar to learn more about LivePlan’s Financial Forecasting Master Class - Sign up 👉🏻 https://t.co/KQBAX3GbdT

[LivePlan for Strategic Advisors @LivePlanSA]

Its back! LivePlan #Financial #Forecasting Master Class—November 3rd. Build your financial forecasting chops with #LivePlan, in a dynamic live virtual learning event, & bring added value to your clients! #LivePlanMasterClass #advisor
Reserve your seat 👉🏻 https://t.co/lVeahGVKdn

[LivePlan for Strategic Advisors @LivePlanSA]

📣Thinking about attending our #Financial #Forecasting Master Class on November 3rd? Join NEXT WEEK, 10/12 for a 30-minute webinar to learn more about #LivePlan’s upcoming training opportunity! Register here 👉🏻
https://t.co/3CqkCL2Rpf
#liveplanmasterclass #advisor #CFO #CEO

[LivePlan for Strategic Advisors @LivePlanSA]

📣 LivePlan’s Analysis & Reporting Advanced Master Class - Wed. Sept. 14, 2022. A half-day, virtual Master Class with advanced #forecasting, #financial metrics training, ongoing business management tools & hands-on work in #LivePlan. Reserve Your Seat 👉🏼 https://t.co/A3vjjkmvxI

[LivePlan for Strategic Advisors @LivePlanSA]

A forecast turns your #goals into a roadmap, helping you make informed and confident decisions to #grow your #business. Join our webinar: New Feature: Use Accounting Data to Jumpstart your #LivePlan Forecast, Wed, Aug 10, 2022 11:00 AM - 12:00 PM PDT 👉🏻 https://t.co/Zepf7FVks5

[LivePlan for Strategic Advisors @LivePlanSA]

Join the @liveplan team on 7/20- for How to Build a Forecast from #Accounting Data in #LivePlan #Webinar. Use the new and improved forecast builder to create a forecast with #smart categories.
👉🏻 https://t.co/4JxDnSrsC4
#smallbiz #smallbusiness #CFO #advisor #Quickbooks #Xero

[LivePlan for Strategic Advisors @LivePlanSA]

Join us 7/13 for a 1-hour #webinar, How to Build a Forecast in #LivePlan!
We’ll show you:
✅ How to prepare your #business assumptions for forecasting
✅ Strategies for building a forecast from scratch
✅ Steps for building a complete forecast with #goals
https://t.co/RfuhT8cPQf