Jumpstart Your Forecasts Using Accounting Data— LivePlan Webinar
Posted By
Learn how to use the LivePlan Starting Forecast, with your QuickBooks or Xero data, for strategic planning and performance insights
You likely know that you need a financial plan for your business. But do you know where to start?
If you use QuickBooks or Xero, LivePlan can create a starting forecast for you based on your accounting data.
Webinar Content
- Sync LivePlan with QuickBooks Online, QuickBooks Desktop, or Xero
- Use LivePlan to create a starting forecast with your actual results from last fiscal year
- Evaluate the categories you actually need to monitor for a useful strategic plan
- Map your chart of accounts to your new forecast categories
- Use LivePlan to track your actual performance against your forecasted plan going forward
Results
By the end, you’ll know how to create a streamlined forecast for your business, tied to your performance results, that you can actually use.