Customer Story

Ron Allen: Exigo Business Solutions

Background

Exigo Business Solutions, founded by Ron Allen in 2009 in Liberty, Missouri, is a technology solutions provider offering a range of services including QuickBooks support, IT consulting, entity creation, data backup, and web design. With a team of seven, Exigo has expanded its offerings to include strategic financial management and "virtual CFO" services. Ron's vision is to help clients think beyond basic bookkeeping and accounting, focusing on their broader organizational vision and strategy.

"We set up the structure of the plan and work with the clients to fill in the blanks."

Ron Allen

CEO, Exigo Business Solutions

Problem

While Exigo had successfully established itself in providing backend operational support, Ron wanted to guide clients towards more strategic thinking about their businesses. He needed a tool that could help clients understand their financial health while also facilitating broader business planning and transformation strategies. Additionally, Ron sought a flexible solution that could be customized to align with Exigo's unique approach to business advisory services.

Solution

Ron implemented LivePlan as the backbone of Exigo's planning process. The platform allowed Exigo to offer comprehensive business planning services, including vision setting, mission development, budgeting, forecasting, SWOT analysis, and employee management. LivePlan's flexibility enabled Ron to modify different components of the plan to better align with the material Exigo wanted to present to clients. LivePlan training resources also provided valuable support in developing Exigo's advisory services.

Outcome

Using LivePlan, Exigo has successfully expanded its service offerings and differentiated itself in the market. It has helped transform its clients' operations by facilitating comprehensive business planning beyond basic financial management. Exigo has since developed tiered advisory services offered as add-ons to its existing bookkeeping work. And it has improved its own internal workflow management without needing any additional tools, keeping Exigo's project management simple. Ron credits LivePlan with helping Exigo guide clients from being mere "technicians" in their businesses to having a firm grasp on their financials and overall business strategy.