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
