How to Use Your Accounting Data for Better Business Management — LivePlan Webinar

Learn to use your accounting data for better business management

Reviewing and understanding your past results is an important step in planning for where your business is headed next. Your past accounting data becomes particularly powerful when you compare it to your current financial plan. 

LivePlan allows you to review your accounting data side-by-side with your financial forecast, so you can easily spot any gaps in your plan — areas where your businesses performed better or worse than expected — and adjust accordingly. 

Webinar details

Join us on Thursday, March 18th from 10:00 AM – 11:00 AM PDT, where we will walk you through how to easily review your accounting data and financial plan within LivePlan. In this webinar you will learn how to:

• Connect and sync LivePlan with QuickBooks Online, QuickBooks Desktop, or Xero, or enter your accounting data manually
• Map your chart of accounts to your forecast categories
• Create a new forecast scenario, starting with your accounting data
• Use LivePlan to track your actual performance against your forecasted plan and make any necessary adjustments
• Generate reports on your plan vs. actuals, to share with your management team, investors, and/or other stakeholders for decision making

There’s a limited amount of seats available so be sure to sign-up for the webinar today.

Date: March 18, 2021

Time: 10:00 AM – 11:00 AM PDT

Check out previous LivePlan webinars

56:59

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Introduction and Agenda

Intro to the Dashboard

Connecting to your accounting solution

Reviewing your data

Creating a forecast from accounting data

Using your data for insights

Q & A

LivePlan Team

Here at Palo Alto Software, our goal is to help small businesses succeed. We believe that small businesses are the engine of our economy and that if we can help more companies survive and thrive, we will all be better off. After all, we're a small business ourselves and we understand what it takes to start from zero, with no outside investment, and build a company from 1 to 70 employees. We understand that challenge, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.

Posted in Webinar