Customer Story

Enae Jackson-Atkins: Esquire Accounting

Background

Esquire Accounting is a financial services firm based in Huntington Beach, California, founded by Enae Jackson-Atkins. With decades of experience as an accountant, controller, CFO, and businesswoman, Enae had established a respected reputation in her field. However, her business had reached a growth plateau, and she was struggling to find a way to scale her services to serve more clients effectively.

"I could tell them exactly how long their cash would last, and run through scenarios with their personnel."

Enae Jackson-Atkins

Founder, Esquire Accounting

Problem

Enae faced multiple challenges when the COVID-19 pandemic hit in early 2020. She needed to help her existing clients navigate the economic uncertainties and apply for Small Business Administration relief programs, which required quick and accurate financial forecasts. Additionally, Enae had to find a way to scale her own business to meet the sudden increased demand for her services while also managing her own company's growth and strategy during uncertain times.

Highly respected by her clients and with decades of experience as an accountant, controller, CFO, and businesswoman-Enae was looking for the right way to scale her business.

Solution

Enae discovered LivePlan through a forecasting webinar and quickly adopted the platform to help her clients. She used LivePlan's ready-to-use checklists, workflows, and templates to offer more comprehensive advising services, including advanced financial forecasting, scenario planning, and strategic advising. She used LivePlan to develop different service packages tailored to her clients' needs, ranging from basic forecasting to hands-on strategic partnerships.

Outcome

By leveraging LivePlan, Enae was able to transform Esquire Accounting from a traditional accounting service into a strategic business advisory firm. She successfully scaled her business, growing from two advisory clients to 12, while also improving her own company's financial decision-making process. LivePlan's robust forecasting tools and scenario planning capabilities allowed Enae to provide her clients with detailed roadmaps for navigating the pandemic and beyond. The platform's pitch and business plan features also helped her clients secure funding and grants. Enae calls LivePlan the best business decision she's made, enabling her to focus on building client relationships and crafting strategies while the software handles the number-crunching.