12/6/2023 0 Comments Plan guru log inThen you can begin to have those value-added discussions with that will benefit your client most. PlanGuru imports directly from QuickBooks, QuickBooks Online, and Xero and Excel allowing you to import historical results and set up your client’s chart of accounts in only a few minutes. With PlanGuru, providing outsourced CFO Services is no longer a niche market it is a way to generate monthly recurring revenue from most of your clients. Nearly all of your time will be spent in value-added conversations with your clients, not building/maintaining complicated Excel models. PlanGuru dramatically lowers the cost of delivering these services, while giving you the tools and training to do a better job than what is possible in a standard spreadsheet. In the past, the painful and time consuming task of completing this work in Excel made the service difficult to deliver and too costly for most clients. Very few small businesses have the in-house skills to implement a regular budgeting process with performance review and a rolling forecast. Generate recurring revenue as a Trusted Advisor Users are able to profitably deliver budgeting, forecasting and performance review services at a price that makes sense for their clients. Thousands of Accountants and Business Advisors are reaching these clients by leveraging PlanGuru’s affordable forecasting software and our Advisor Partnership Program. There is a huge demand for CFO services among companies of all shapes and sizes.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |