Special Offer for Advisors:

  • PlanGuru App – includes 3 Clients
  • Free Access for all Advisors within your Firm
  • 1hr of Free Implementation & Client Onboarding (normally $250)
  • Full Access to Video Tutorial Library
  • Premium Technical Support

Our comprehensive Launch Onboarding Package is designed to help Advisors create an optimal financial management process for their clients by creating intelligent Budgets, Rolling Forecasts and Strategic Plans with PlanGuru. Your PlanGuru Budgeting Analyst will work with you to design an on-boarding process that fits your experience level and timeframes.

 

Launch Onboarding Package can include:

Setup & Import

We work with you to setup PlanGuru by importing or manually adding your Chart of Accounts and other KPI’s.

QuickBooks OnlineXeroExcel

Forecasting Methods

We dive into your Financial Statements and other KPI’s to begin building out the best way to forecast each account.

Reporting

We’ll show you the many pre-built reports & dashboards, and show you how to customize them for your business.