LiveFlow
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Custom Dashboards & Benchmarking from LiveFlow: Transform Client Reporting, Session #2
Join us for our second session covering LiveFlow Dashboards & Benchmarking. Transform the way you deliver financial insights to your clients!
See how to create fully customizable, scalable dashboards that visualize key data from QuickBooks or Xero in the plug & play dashboard builder - without the hassle of formulas or technical skills. Check it out in action: bit.ly/LFdashboards
In this session, you’ll learn to:
✅ Build personalized dashboards for any client, with total flexibility.
✅ Create custom, dynamic charts & visuals in seconds without any formulas
✅ Data insights that help you rank clients, highlight top performers, and swiftly pinpoint those needing extra attention.
✅ Easily share fully customized dashboards with clients and stakeholders

✅ Tailored insights that help you deliver personalized advisory services, comparing clients to their industry and competitors
Переглядів: 116

Відео

Beyond Bookkeeping: Bring Financial Statements to Life
Переглядів 742 місяці тому
Join CEO of MoneyFit, Beth Melcher and Josh Thomas, Senior Product Manager at LiveFlow for a discussion on taking your advisory to the next level! Beth guides the audience through effective client onboarding strategies, tactics to extract valuable client insight, and dive into mastering crucial metrics like gross/net margin and leverage. Leave the session with not only valuable insight, but als...
Get Ready for LiveFlow Next!
Переглядів 7023 місяці тому
LiveFlow is excited to announce LiveFlow Next - The next generation of FP&A solutions for tech savvy accountants, advisors and CFOs! From deeply flexible visual dashboards to easy benchmarking and consolidation, LiveFlow is now the one-stop-shop for all your reporting needs! Book a demo today to know more: www.liveflow.io/request-demo
Transform Client Reporting with Custom Dashboards from LiveFlow
Переглядів 2453 місяці тому
Discover how LiveFlow Dashboards can transform the way you deliver financial insights to your clients! See how to create fully customizable, scalable dashboards that visualize key data from QuickBooks or Xero in the plug & play dashboard builder - without the hassle of formulas or technical skills. Check it out in action: bit.ly/LFdashboards In this session, you’ll learn to: ✅ Build personalize...
LiveFlow + AI + This Webinar = Your New Advisory Offering
Переглядів 523 місяці тому
Are you struggling to position yourself as an expert advisor during your sales process? Do you want to deliver elevated advisory services that truly add value to your business clients (and that you can charge for)? Curious how to use LiveFlow in your advisory services? Join Founder & CEO of Momentum Accounting, Nikole Mackenzie and Josh Thomas, Senior Product Manager at LiveFlow, to discuss how...
Tech & Workflow Automation: Optimize Your Growth Strategy
Переглядів 723 місяці тому
Join Keila Hill-Trawick of Little Fish Accounting and Josh Thomas, Senior Product & Modeling Manager at LiveFlow, for a session on building out best practices for initial client diagnostics. Keila began Little Fish with passion for helping creative professionals navigate their financial challenges. Now, Little Fish is providing expert financial guidance to professional service providers who are...
Introducing LiveFlow Web Dashboards!
Переглядів 8743 місяці тому
LiveFlow Web Dashboards are here! Get the deep flexibility you need, without the headache of learning formulas. - Upgrade your value proposition by delivering interactive, mobile-friendly dashboards - Leverage access controls to ensure that your clients only see what you want them to - Spot trends and variances in a flash by adding custom calculations to your dashboards - SOC-2 security standar...
LiveFlow x Xenett: Supercharge your Accounting Workflow
Переглядів 783 місяці тому
We are excited to officially launch the LiveFlow x Xenett partnership and we want you to celebrate with us! Join Lasse Kalkar (CEO and Founder of LiveFlow) Sasha Mariola (Earning for Keeps) and Nick Shah (Co-founder of Xenett) to kick it off. We cover: ✅ The state of tech & automation in accounting ✅ Leveling up your practice: How to streamline your accounting workflows & automation strategies ...
Beyond the Numbers: Supercharge Client Financial Strategies
Переглядів 644 місяці тому
Join LiveFlow's co-founder & COO, Anita Koimur for a conversation with Lynda Artesani of Artesani Accounting Services and Sarah Prevost of Mintage labs. What we cover: ✅ What drove Lynda & Sarah to create The Proper Trust? ✅ How can your partner eco-system be uniquely valuable for your clients? ✅ Key insights learned from introducing a full-scope advisory approach for clients. ✅ Best practices ...
CRI Simple Numbers in Conversation with LiveFlow, session #2 - The Greg Crabtree template
Переглядів 1315 місяців тому
Join Marcus Williamson of CRI - Simple Numbers and Alisha Jha, LiveFlow's Senior Modeling & Reporting Strategist, for the second installment of Simple Numbers: Greg Crabtree in Conversation with LiveFlow. The series covers: ✅ The Greg Crabtree CRI Simple Numbers x LiveFlow Cashflow Model ✅ Gaining more clarity & insight into financial performance ✅ Establishing plain & simple plans for business...
Simple Numbers: Greg Crabtree in Conversation with LiveFlow - Episode 1
Переглядів 3796 місяців тому
Join Greg Crabtree of CRI - Simple Numbers and Alisha Jha, LiveFlow's Senior Modeling & Reporting Strategist, for the first installment of Simple Numbers: Greg Crabtree in Conversation with LiveFlow. This session covers: ✅ The Greg Crabtree CRI Simple Numbers x LiveFlow Cashflow Model ✅ Gaining more clarity & insight into financial performance ✅ Establishing plain & simple plans for business gr...
Financial Modeling Best Practices: Putting Your Model to Use
Переглядів 1416 місяців тому
Are you looking to level up your financial modeling? Join Joe Alioto (CFO Services Manager at Founder's CPA) and Josh Thomas (LiveFlow's senior product & modeling specialist) for a conversation on leveling up with financial modeling best practices. Joe works with startup clients to implement low-lift, high-impact financial processes that enable his clients to clearly understand business financi...
Do Good Accounting: From Niche to Nonprofit
Переглядів 346 місяців тому
Join Germeen Y. Guillaume (CEO and founder, Visionary Accounting Group) and Anita Koimur (COO & co-founder, LiveFlow) for a conversation on Germeen's journey into accounting for nonprofits and the toolkit you need to find your niche client base. Germeen is an entrepreneur at heart with a passion for numbers. She founded Visionary Accounting Group in 2015 with a simple mission: help nonprofit or...
#LiveFlowHouse Retrospective with Luke Templin, Dan Luthi, and Roman Villard
Переглядів 256 місяців тому
Join us for an insightful discussion featuring Luke Templin, Dan Luthi, and Roman Villard as they talk about the world of CPA practice management, client communication, and the latest technology trends. This session covers various key topics that are essential for accounting professionals looking to enhance their practices and improve client outcomes. The conversation kicks off with a light-hea...
Tech & Automation to Scale Your Practice | LiveFlow Webinar
Переглядів 2006 місяців тому
Join us as Josh and the team from LiveFlow dive into the exciting features and challenges of their innovative product! LiveFlow connects seamlessly with QuickBooks data to deliver accurate and dynamic reporting. In this video, we cover: - Customizable Dashboards: Learn how to create scalable, personalized dashboards for different clients. - Product Consolidation: Discover the new product consol...
LiveFlow for Excel: QuickBooks Online Reporting Made Fast, Easy and Impactful
Переглядів 1,2 тис.6 місяців тому
LiveFlow for Excel: QuickBooks Online Reporting Made Fast, Easy and Impactful
Live Flow House Day 1: Pancake vs. Waffle Showdown & Financial Insights
Переглядів 1317 місяців тому
Live Flow House Day 1: Pancake vs. Waffle Showdown & Financial Insights
Amy Walker of Walker Glantz on cash flow forecasting and taking back hours a month for her team
Переглядів 717 місяців тому
Amy Walker of Walker Glantz on cash flow forecasting and taking back hours a month for her team
Beyond Bookkeeping: Level Up your Accounting with Josh Greenbaum of CFO Minded
Переглядів 1467 місяців тому
Beyond Bookkeeping: Level Up your Accounting with Josh Greenbaum of CFO Minded
LiveFlow for Excel Launch Webinar: Supercharge your Productivity!
Переглядів 1538 місяців тому
LiveFlow for Excel Launch Webinar: Supercharge your Productivity!
Nelo's Roberto Carroz on How LiveFlow Gets Him Back to Disrupting the Credit Industry Faster
Переглядів 718 місяців тому
Nelo's Roberto Carroz on How LiveFlow Gets Him Back to Disrupting the Credit Industry Faster
Josh Greenbaum of CFO Minded on How LiveFlow Helps His Clients Own Their Financials
Переглядів 578 місяців тому
Josh Greenbaum of CFO Minded on How LiveFlow Helps His Clients Own Their Financials
Tanya Hilts of Cloud Business Services on How LiveFlow Empowers and Enables Her Financial Advisory
Переглядів 338 місяців тому
Tanya Hilts of Cloud Business Services on How LiveFlow Empowers and Enables Her Financial Advisory
How to Create a QBO Reporting Package in Excel w/ LiveFlow
Переглядів 5088 місяців тому
How to Create a QBO Reporting Package in Excel w/ LiveFlow
Alex Wittenberg of AirCFO on How LiveFlow Powers Their Data Infrastructure
Переглядів 1118 місяців тому
Alex Wittenberg of AirCFO on How LiveFlow Powers Their Data Infrastructure
Nat Marshik of Chickadee Nonprofit Solutions on Serving a Community Need with LiveFlow
Переглядів 658 місяців тому
Nat Marshik of Chickadee Nonprofit Solutions on Serving a Community Need with LiveFlow
Dan Murch of Blue Collar Back Office Talks Revolutionizing Construction Financials
Переглядів 798 місяців тому
Dan Murch of Blue Collar Back Office Talks Revolutionizing Construction Financials
Advanced Financial Modeling with Alisha Jha of LiveFlow
Переглядів 938 місяців тому
Advanced Financial Modeling with Alisha Jha of LiveFlow
Mike Amedeo of 4B Marketing on Creating a Profitable Marketing Agency, LiveFlow Value
Переглядів 419 місяців тому
Mike Amedeo of 4B Marketing on Creating a Profitable Marketing Agency, LiveFlow Value
Intermediate Financial Modeling with Alisha Jha of LiveFlow
Переглядів 1249 місяців тому
Intermediate Financial Modeling with Alisha Jha of LiveFlow

КОМЕНТАРІ

  • @Catalyst-CAC
    @Catalyst-CAC 10 днів тому

    BuilderTrend is insanely manual on the financial end. I will not take a client who's manually entering bills into BuilderTrend. YIKES. And the sync is absolutely awful because it is mostly ONE WAY. It's manual to match the cost code to the QBO code - Hello, Adaptive.Build is a two way sync where you update in QBO and it updates in Adaptive without so much manual processing. It's SOOOoooooo manual. Choose something else other than buildertrend.

  • @IgnoranceAverse
    @IgnoranceAverse 21 день тому

    Thanks!

  • @anthonyng8817
    @anthonyng8817 2 місяці тому

    But where are the balance sheets and how do u keep the elimination journals ?

  • @humanchain4706
    @humanchain4706 2 місяці тому

    why not used QuickBooks reporting?

  • @michaelalliman4374
    @michaelalliman4374 3 місяці тому

    Wow! Well done all. Can't wait to see LF Next in action.

  • @momentumaccounting
    @momentumaccounting 3 місяці тому

    😎

  • @Assagbaagnindou-o7o
    @Assagbaagnindou-o7o 3 місяці тому

    Hamscomba

  • @BruNULLL
    @BruNULLL 5 місяців тому

    aw yeah! thank you 👏😁

  • @KamaldeepSaran
    @KamaldeepSaran 6 місяців тому

    this is what i need thank you

  • @erinkelley-vukelich6580
    @erinkelley-vukelich6580 7 місяців тому

    wow...thanks for blowing my cover, Chris....

  • @brandonsilver6759
    @brandonsilver6759 7 місяців тому

    This is pure delusion. Enjoy being a 304

  • @hardik6700
    @hardik6700 8 місяців тому

    This is surely impressive. I am sure this will be game changer.

  • @mei-meiyu8849
    @mei-meiyu8849 8 місяців тому

    Hi how to used index match and datevalue? We don't have qbo and I don't have accounting background but your video helps me alot to understand P&L. Hope u can help me

  • @accounting_fpa910
    @accounting_fpa910 8 місяців тому

    [32:05 Timestamp] If the last 4 weeks of actuals is $15000, $0, $0, $30000, shouldn't the average be $11250 instead of $22500? Google Sheets formula is treating the empty values as NULL and NOT zero. Is that correct in terms of accounting? can you please clarify what's the correct approach to be followed?

  • @mei-meiyu8849
    @mei-meiyu8849 8 місяців тому

    Good day! I like your simple P&L my problem is i'm not good in formula. do you have a video for the formula with this. thank u

  • @markcole6460
    @markcole6460 9 місяців тому

    I wish all videos could get to the point and actually be helpful like this one. Thank you!

  • @averagedudeusa9722
    @averagedudeusa9722 10 місяців тому

    straight to the point. Thanks a million! you rock.

  • @jpcoakley8462
    @jpcoakley8462 Рік тому

    How do you create the P&L Class Dashboard at 2:15? We have locations, and I can create P&Ls with columns as months and filter by location, but I can't create it with the layout you demonstrate. Thanks!

  • @SamDeBiasi
    @SamDeBiasi Рік тому

    So is this excel file synced to 3 different QBO accounts?

  • @JordiBartoll
    @JordiBartoll Рік тому

    Thank you very much. I have the very same problem with Google Docs. Do you happen to know how to solve it? I`ve tried CTRL-U but only adds or remove the underline... Thanks again!

  • @arianaallard8776
    @arianaallard8776 Рік тому

    Hello, same comment as below, no COA Manager tab.

    • @liveflow_io
      @liveflow_io Рік тому

      Hi Ariana, thanks for reaching out! We've recently updated our templates and the video is slightly outdated. If you are an existing customer or trialing, can you please reach out to our support on the website to help with configuration? We respond within 1 minute!

  • @kerryhowell8636
    @kerryhowell8636 Рік тому

    🌷 *PromoSM*

  • @ItsOfficiallyOver
    @ItsOfficiallyOver Рік тому

    Hi, this report has a lot of information. Did you prepare a summary of the information?

  • @GetAnEdge
    @GetAnEdge Рік тому

    Your video does not match the template. There is no tab labeled "Chart of Accounts Manager" and the tab that looks like it replaced that one does not have the same formula or view. Makes it to where when you delete an entity tab other tabs get a #ref error.

  • @JuanCarlos-ck5of
    @JuanCarlos-ck5of Рік тому

    THANKS :D

  • @mahmoudalshami1557
    @mahmoudalshami1557 Рік тому

    Dose it work with other ERP like SAP And what about privacy issues?

  • @mahmoudalshami1557
    @mahmoudalshami1557 Рік тому

    Great job but what if I'm using SAP Software

  • @ChaseVowell
    @ChaseVowell Рік тому

    nC L S HB. CGGO rrr mom

  • @julliannemariealaba2489
    @julliannemariealaba2489 Рік тому

    Thank you

  • @bhavneshparikh8283
    @bhavneshparikh8283 Рік тому

    how to download this file?

  • @usman6857
    @usman6857 Рік тому

    I also would like to add more that liveflow should add more dynamic features for consolidations by adopting accounting standards as it would be more robust model for medium size businesses or for corporates also. I would appreciate to express more about consolidation.

  • @usman6857
    @usman6857 Рік тому

    Hi, Informative webniar on consolidating. I want to add some suggestions here on Summary PL consolidation by Month. You have used Sumproduct formula in this section also as used in first summary, I think sumifs would be more appropriate to fetch data here by adding more conditions for accuracy of numbers as Sumproduct may produce different figures due to less set of validations.

  • @RahulDalia-ec1xl
    @RahulDalia-ec1xl Рік тому

    Very informative

  • @usman6857
    @usman6857 Рік тому

    airCFO has implemented the effective process for generating reporting through liveflow & other deliverables.

  • @Vilaskar
    @Vilaskar Рік тому

    Great sir, please any updated videos on Ratio Analysis please.

  • @bhavneshparikh8283
    @bhavneshparikh8283 Рік тому

    provide excel file

  • @bhavneshparikh8283
    @bhavneshparikh8283 Рік тому

    Can you provide excel file?

  • @rubenjacob7758
    @rubenjacob7758 Рік тому

    Nice

  • @joacopilone5684
    @joacopilone5684 Рік тому

    Love u bro! You saved me!!

  • @Sustainability_Engineered

    FINALLY! Love the capabilities.

  • @Sustainability_Engineered

    Love the ease and flexibility!

    • @liveflow_io
      @liveflow_io Рік тому

      Thank you and welcome to LiveFlow!

  • @madison1926
    @madison1926 2 роки тому

    exactly what I needed thank you!

  • @dawnfmEnthusiast
    @dawnfmEnthusiast 2 роки тому

    THANK YOU!

  • @inggargumintang4267
    @inggargumintang4267 2 роки тому

    it is really helpful, thanks a lot

  • @bhavneshparikh8283
    @bhavneshparikh8283 2 роки тому

    How to download this file

  • @tioguil
    @tioguil 2 роки тому

    Boa cachorro

  • @m.faheemmujtaba7639
    @m.faheemmujtaba7639 2 роки тому

    Send link

    • @liveflow_io
      @liveflow_io 2 роки тому

      workspace.google.com/marketplace/app/liveflow/329923094148

  • @m.faheemmujtaba7639
    @m.faheemmujtaba7639 2 роки тому

    How I can start work on liveflow?

  • @evawagner8490
    @evawagner8490 2 роки тому

    🎶 𝘱𝘳𝘰𝘮𝘰𝘴𝘮

  • @michaelalliman4374
    @michaelalliman4374 2 роки тому

    Why the formatting "errors" though? I saw lines disappear on the inserted row after updating. Or rather, they shifted up. I run into that all the time. Also, when I add a new category in QBO which adds a line to the P&L, won't that affect the added column?

    • @liveflow_io
      @liveflow_io 2 роки тому

      Hey Michael! Yeah, that's something we're working :)