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LivePlan Certified Expert Advisors
Our Consulting and Advisory department has developed a team of highly trained and experienced small business consultants, analysts, bookkeepers, and accountants who are technical experts at using the features of LivePlan, QuickBooks, ProConnect, Xero and many other popular business software.
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The LivePlan Method
Our team of certified LivePlan Expert Advisors will be able to review and analyze your company's accounting, payroll, and financial data and compare it to industry benchmarks, by using the award-winning LivePlan business planning, forecasting, and budgeting tool, developed by Palo Alto Software.
Strategic Advisory Services
Experienced Advisors conduct year-round monthly Strategic Advising meetings with our small business clients. Based on our clients needs, we use actual accounting and financial data to prepare comprehensive business plans, financial forecasts, budgets, and customized project-based business model reports.