Learn the LivePlan Method for Managing Your Business Better

Ready to move beyond your initial business plan? This webinar, led by LivePlan experts Joey O’Shaughnessy and CEO Sabrina Parsons, reveals the "LivePlan Method." Learn a simple, cyclical process for managing your business on an ongoing basis. Discover how to connect your actual financial data, analyze your performance, and continually refine your forecast to make smarter, more confident business decisions.

What You'll Learn

This webinar is packed with practical tips and answers to the most common questions from our user community. Here’s a look at what we cover:

Streamline Your Workflow

• Connect Your Data: Learn how to sync LivePlan with your accounting solution (QuickBooks Online, QuickBooks Desktop, or Xero) for effortless data import.
• Manual Entry Options: Discover how to manually input financial data for businesses in the early stages, ensuring your plan is always up to date.
• Forecast Structure: See how to build a flexible forecast skeleton before you plug in the numbers, saving you time and effort later.
• Personnel Planning: Understand how to model employee costs, including salaries and the LivePlan-calculated "burden rate" for expenses like benefits and taxes.

Evaluate Your Results

• Analyze Historical Trends: Review your past financial performance in the dashboard to identify seasonality, growth trends, and areas for improvement.
• Profit & Loss Analysis: Compare your actual revenue and expenses against your forecast to spot key discrepancies and understand what's driving your business.
• Cash Flow Is King: Learn to review your cash flow statement to understand the difference between profit and cash, and see how accounts receivable (AR) and accounts payable (AP) impact your bottom line.
• Benchmark Your Performance: Use LivePlan's industry benchmark data to see how your expenses, like rent and marketing, compare to similar businesses.

Iterate and Refine Your Plan

• Embrace Iterative Forecasting: Discover the LivePlan Method's core principle—that your forecast is a living document, not a one-time project.
• Adjust Your Roadmap: Learn how to easily modify your forecast based on what you've learned from your actuals, keeping your strategic plan accurate and relevant.
• Use the Live Forecast Feature: See how this tool automatically combines your historical data with your future forecast, giving you a real-time view of where your business is headed.
• Scenarios for Better Decisions: Understand how to create and test multiple forecast scenarios to prepare for different outcomes and make informed spending and investment decisions.