Case Study: Boca Bookkeeping achieves smarter business planning and higher client value with LivePlan

Boca Bookkeeping - Customer Case Study

Boca Bookkeeping is an accounting and advisory firm for small businesses that helps clients clean up their books, improve financial visibility, and make better strategic decisions. Using LivePlan, Boca Bookkeeping wanted to give clients a clearer view of performance, planning, and growth—especially for businesses that needed accurate data, budgeting, forecasting, and a path toward future valuation or sale.

LivePlan helped Boca Bookkeeping build strategic business plans, budgets, forecasts, and exit strategies for clients like a $20M+ training services company. By connecting QuickBooks to the LivePlan dashboard, Boca Bookkeeping enabled real-time KPI tracking across daily, weekly, monthly, quarterly, and annual views, giving clients a single place to monitor progress and present clear historical trends to potential buyers.

Boca Bookkeeping

George Williams

CEO and founder