LivePlan

As part of our service offerings to our clients, we use LivePlan as a tool to help with business planning. In no time at all, you’ll be planning marketing activities, dreaming up products and service offerings, and creating essential financial projections.

Live Plan works for any type of organization, at any stage in its development.

You’ll start with LivePlan Pitch, a one-page summary of your business that defines your strategy. It’s a fast, simple, and effective way to document your business idea. You can publish your pitch on the web or export it to PowerPoint so you can share it on Facebook, Twitter, LinkedIn, or email.

When we’re done helping you create your pitch, we will move on to developing your full business plan.

Using LivePlan, we break the business planning process down into simple steps with instructions and examples. No math or complex spreadsheets are needed. Just enter the sales you think you can make along with your anticipated expenses, and Live Plan automatically creates your financial statements.

With LivePlan’s Benchmarks feature, we can use real data from businesses across the country to test if your plan is realistic. You’ll be able to create budgets and forecasts that make sense.

We’ll connect LivePlan to QuickBooks so your progress can be tracked against your plan. You’ll see instantly if you’re meeting your sales goals and staying on budget. It’s the best way to grow your business and keep it financially healthy.