• Fabien Gendron

Planning and Tracking your Business in the Cloud with Liveplan



We know how daunting creating a business plan can be. Once you have your idea, how do you decide on the layout and format of your business plan, let alone figuring out all the financials? Enter Liveplan: an award-winning cloud-based application that simplifies developing a business plan. From creating the initial structure to figure out the financials, and all the way through document design and long-term tracking, Liveplan will be by your side every step of the way.


To build a business plan through Liveplan, you simply enter the financial data and details of your business. After responding to the software’s series of encouraging prompts, the software will describe the opportunity and funding needed for your “pitch” in a one-page summary. Once you have created your pitch, you can move on to creating your full business plan through guidance and examples.


Liveplan’s software doesn’t end once you have had your grand opening. You can test out various what-if scenarios and track your progress by integrating with Xero or Quickbooks Online. Once connected, Liveplan will automatically compare your forecast to your business’ results in a nice dashboard that displays your key financial figures and metrics.


Features


  • Automatic financials: cashflow projections based on your responses;

  • Step-by-step instructions: every section has questions and examples to guide you through the process;

  • Library of over 500 sample business plans that you can copy and paste from;Collaborate with your team and share with your advisors and investors;

  • Track your progress: compare your progress to your financial forecasts and to others in your industry;

  • Online help available to users through live chat, phone or email

Pricing


Compared to other cloud-based business plan services, LivePlan is very reasonably priced. You can pay monthly, at $20 USD per month, or annually, at $140 per year. We think this price is a steal of a deal given the quality of a business plan you will end up with and the benefits you will gain in future years.


If you are a start-up company, applying for financing, or want to create a roadmap of your growth, we highly recommend Liveplan. Not only will it help you draft a business plan, it will keep you organized and help you track your progress.


Contact us if you would like to learn more about how you can start using Liveplan for your business!

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217-2459 Cousins Avenue

office@duncanandco.ca

Tel: 250-941-8000

Fax: 250-941-8006

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Duncan & Company 2019 

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