LivePlan Method for Advisory Services
Download your free LivePlan Method for Advisory Services template to personalize and use in your bookkeeping or accounting firm.
This template outlines a checklist to follow to set up advisory services with a client using LivePlan's business planning software.
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.
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- .XLSX File
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- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling