LivePlan Method Advisory Pack
Created by LivePlan
Kick-start and maximize your advisory service offering with this LivePlan advisory pack.
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Forecasting Checklist Template
Download your free Forecasting Checklist template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is courtesy of the LivePlan Method for Client Advisory Services, designed to guide an accountant through a scalable process for advisory services.
This particular template is a light-weight checklist to complete forecast advisory for a client.
The start date is the date of starting the work and the due date is 3 days later. The first task is owned by the Admin.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About LivePlan
LivePlan simplifies business planning, budgeting, forecasting, and performance tracking. Its software helps you implement a step-by-step advisory service with everything you need, including a task-based business process, client engagement scripts, meeting agendas, pricing models, and more.
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