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LivePlan provides an efficient and accessible way to plan where you want to take your business, then set goals and monitor your progress.
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Step 1

We help you articulate your business vision into an actionable business model covering all the fundamentals such as target market, sales & marketing, HR, finance, strategic partnerships, etc. 
We call it "starting on the right foot to maximize your chance of sucess".
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Step 2
Then, we help you translate your business model into a financial forecast using a combination of tailored research, industry benchmark, and a pinch of common-sense.
The results: a three to five years 3-way forecast similar to the one above
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Step 3
Connect LivePlan to your cloud accounting system to get an up-to-date and insightful dashboard comparing your business's actual performance to your financial plan.
This puts you in the driver seats so you can run your business proactively.
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We are proud to be a team of Certified LivePlan Advisors working with clients from all parts of Canada and beyond.


Contact us today to set up an in person or video meeting to discuss how we can help you make the best use of LivePlan for you business success!