Advisory Starter Kit
Are you aiming to enhance client services while reducing the time spent on manual reporting?
LiveFlow introduces Advisory Starter Kit, designed to accelerate your new revenue stream quickly and efficiently.
North America’s #1 Financial Analysis Software trusted by thousands of companies:
“LiveFlow allows me to create up-to-date KPIs for our business, all of the time’’
Dan Luthi
COO & Partner
“LiveFlow automates department budgeting and gives unparalleled access to our data!”
Emily Manashi
Accounting Manager
“LiveFlow is super handy given the reporting & access limitations of accounting systems!”
Jason Staats
Firm Owner
Hear from Lorilyn Wilson, CPA, on how she broke into Advisory with LiveFlow:
How to design your Advisory packages
First and foremost, assess your client's needs!
With your regular involvement in their financials each month, you are well-positioned to identify the package that will provide them with the greatest value.
Tailor your offerings using these key factors:
1. Types of reports
2. Frequency of updates
3. Cadence of meetings
LiveFlow's pre-built Advisory packages
Select the ideal option from below and effortlessly present it to your clients. In minutes, you'll be ready to deliver high-quality, efficient services with ease.
Plus, you'll find a reference for the typical rates accounting firms charge for these packages, aiding in your decision-making process.
Bronze
Example rate: $750-$999/mo
• Budget vs. Actuals
• 1 Key Metric performance MoM
• 1 Meeting a month
Silver
Example rate: $1,000-$1,499/mo
• Budget vs. Actuals
• Dashboard with key metrics performance: Cash Balance, Operating Expenses and Net Income
• 1 Meeting a month
Gold
Example rate: $2,000+/mo rate
• Budget vs. Actuals
• Rolling 13-week CF Forecast
• Dashboard with key metrics performance
• AP and AR dashboard
• Vendor spend Analysis
• 2 Meetings a month
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