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Cash Forecasting and Business Planning from BudgetEase – with LivePlan

Dec 10, 2014 1:28:00 PM Kathy Dise For Accountants

BudgetEase added a new tool to its bag of tricks - Cash Forecasting and Business Planning using LivePlan. We have taken the classes, passed the test and are now Certified LivePlan Advisors. We have looked at dozens of forecasting programs and none are as easy to use.  Plus, the graphics are great.

LivePlan syncs with QuickBooks or Xero once you complete a simple set up that only takes about 2 hours.  Once set up you can test different scenarios.

Easily build a one-page pitch

Talking to investors, you could also easily build a one-page infographic that visually represents your business opportunity. Share your professional pitch page with lenders, investors, business partners or advisors, and tell the story of your business.

Your pitch will allow you to highlight:

  • Company summary
  • Market problem
  • Solution
  • Sales channels
  • Marketing activities
  • Target market and segmentation
  • Market size
  • Competitors
  • Competitive advantage
  • Funding needs
  • Big picture financial projections
  • Key milestones
  • Team members and advisors

Track your progress

Once you’ve forecasted your revenue goals and created a budget for your business, the next step is to track your progress toward those goals. LivePlan connects to your QuickBooks or Xero accounting data so you can see how your actual performance matches up with your expectations. Get the instant updates you need to stay on track with your financial plan.

Would you like a demonstration of this informative tool? Contact us to set up a demo by clicking below.

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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.