“A goal without a plan is just a wish.â€
So said Antoine de Saint-Exupéry, author of The Little Prince. Successful businesses build a plan and stick to it! Or they pivot and stick to their new plan. In either case, they’ve thought about their objective, how they’ll achieve it, and have a measurable path to success.
Very few of us majored in financial wizardry with a minor in ESP, so we appreciate that LivePlan gives business owners an easy to use way to build budgets, forecast sales, and track performance.
LivePlan syncs automatically with Intuit QuickBooks Online to create a beautiful dashboard that compares budgets, forecasts and industry data to your actual results.
LivePlan walks you through the process of setting financial goals and building business plans so you can track your progress towards those goals and pitch for funding when needed.
Here, LivePlan functionality will set you up if you’re looking to raise capital. The “Planâ€ outline is lender- and investor-ready, and the “Pitchâ€ creates a one-page visual executive summary that can be exported into a 12-slide PowerPoint deck.
LivePlan + QBO = Actionable Business Insights
LivePlan seamlessly imports your data from QuickBooks Online and gives you easy-to-understand insights for your key business numbers so you know what you need to do to grow your business. Do you need to charge more? Should you collect money faster? How are your profits? LivePlan helps you uncover key issues that are impacting your cash flow. Now you can ensure that you have the cash-on-hand that you need to run and grow your business.
Ready for a little more planning in your life? LivePlan’s got a free, 30-day trial waiting for you. Try it today!
And don’t forget to check out our this page for the full list of applications that integrate with QuickBooks Online.