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Accountants / Financial Services

When PlanGuru was initially released in 2000 it was a product designed for accounting firms to use with their clients. It allows for financial professionals to create meaningful forward looking analysis in a fraction of the time they could with traditional spreadsheet software. It doesn’t matter if your client needs a budget in two days for a meeting with a bank or is looking to implement a robust financial management system; PlanGuru has been an invaluable tool to the accounting firms that have incorporated it into their practice.

While small businesses of all kinds are now using our products on their own, many work collaboratively with their accountant or other financial professional. Working on a common platform allows for the financial professional to set up and maintain the analysis while their clients develops and refines the key assumptions.

You and your clients can develop value creating information about their business when you help them unlock the true power of the PlanGuru budgeting and forecasting software.

Accountants:
Budgeting and forecasting with PlanGuru is a natural extension of the regular bookkeeping that you do for your clients. Your understanding of the nuts and bolts of the financial statements and the knowledge you currently have about your customers will enable you to get them up and running with little incremental work. Import and linking features will allow you to easily extract data from QuickBooks and Excel.

Once you have created a base forecast using simple assumptions, use insight from your clients to solidify the analysis. This can be through consultation or by collaboratively using the PlanGuru products.

Enable an effective performance measurement system by helping your clients to track their actual results versus their budget. Built in analytics tools will help you tell the story of what happened when you close the books for your clients.

Other Financial Professionals:
Small and medium sized businesses are using the services of a specialized financial service firms more and more often. This could be a valuation experts, part-time CFOs and middle market investment banks. If your practice provides these types of services you should consider adding PlanGuru to your toolkit.

Even the most seasoned financial modeling experts can save time and energy by using PlanGuru instead of standard spreadsheet software. The ability to link line items in PlanGuru to lines in Excel means that you can take advantage the PlanGuru framework and still use the flexibility that is afforded by spreadsheet software.

Your client’s business insight is the key to producing accurate defendable analysis. The problem is that any detailed analysis has dozens if not hundreds of decision variables; getting feedback on each one can be difficult. Sharing complex Excel models requires tedious explanations and is often more trouble than it is worth. PlanGuru provides the perfect platform on which to collaborate with your clients if they also have the software in their desktop. The cost of the PlanGuru Consultant Edition is only a fraction of your typical engagement fee and will pay for itself in time saved and increased quality.

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