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LivePlan Method for Advisory Services

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Download your free LivePlan Method for Advisory Services template to personalize and use in your bookkeeping or accounting firm.

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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.

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  • .XLSX File

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