Special Offer for SMBs & Nonprofits

  • PlanGuru App (normally $99/mo.)
  • Launch Package included (normally $599)

This comprehensive Launch Package is designed to help Businesses create an optimal financial management process by creating intelligent Budgets, Rolling Forecasts and Strategic Plans with PlanGuru.

Those with more experience in developing these processes may significantly condense the implementation of PlanGuru into days, not weeks or months. Your PlanGuru Budgeting Analyst will work with you to design an on-boarding process that fits your experience level and timeframes.

Use coupon code app39mo at checkout for this offer!

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Included Launch Package

Meeting 1

Setup & Import

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

QuickBooks OnlineXeroExcel
Meeting 2

Forecasting Methods

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

Meeting 3

Reporting

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

Meeting 4

3rd Month Review

After 3 months, we review your progress and make recommendations on how to improve moving forward.