LivePlan Method for Advisory Services Template
Download your free LivePlan Method for Advisory Services template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template outlines a checklist to follow to set up advisory services with a client using the LivePlan Method for Strategic Advising.
The month-long process includes one-off sections and steps covering kick-off, planning, modeling, building, followed by a monthly advisory checklist. Each step includes an assigned role, expected duration, due date and links for more details.
Learn more about the LivePlan Method for Strategic Advising.
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
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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.
