LivePlan Method Advisory Pack icon

LivePlan Method Advisory Pack

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Download your free LivePlan Method Advisory Template Pack to personalize and use in your bookkeeping or accounting firm.

A preview of the 'LivePlan Method Advisory Pack' templateLivePlan Method Advisory PackReady to Start2 AutomatorsSchedule Kick Off meeting (include an agenda)CompletedKick-off (step 1)5 AutomatorsPrepare the systems and numbers (financials and benchmark data) for the Kick Off meeting — https://app.liveplan.com/lCompletedPrepare client's basic financials overview for 2 years' historicalCompletedCreate LivePlan Company from LivePlan or Intuit App Center — https://app.liveplan.com/loginCompletedConnect the accounting solution — https://www.apps.com is automaticCompletedCheck preliminary Mapping (from automated)Ready To StartDue Today

This LivePlan Method Advisory Pack is designed to guide you towards setting up your advisory services, and then providing ongoing advisory support to your clients.

This pack includes eight workflows:

  1. Initial Advisory Setup (Growth Package; by LivePlan)
  2. Initial Advisory Setup (Insights Package; by LivePlan)
  3. Initial Advisory Setup (Maintenance Package; by LivePlan)
  4. Initial Advisory Setup (Performance Package; by LivePlan)
  5. Ongoing advisory (Growth Package; by LivePlan)
  6. Ongoing advisory (Insights Package; by LivePlan)
  7. Ongoing advisory (Maintenance Package; by LivePlan)
  8. Ongoing advisory (Performance Package; by LivePlan)

Learn more about LivePlan.

Download the Template

Download your LivePlan Method Advisory Pack template now.

  • .XLSX File

Add to Karbon

Get more out of this template pack by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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