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MODERN, SIMPLIFIED BUSINESS PLANNING

Did you know that business owners who take the time to write and track a business plan grow 30% faster?


Here at Polymath, our team members have been certified as  “LivePlan Expert Advisors.”  This enhances our ability to work with you to provide more proactive advising services – like business planning, goal setting, financing assistance, competitive and milestone tracking, and management of your key financial indicators.

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what’s going on in your business.

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LivePlan syncs seamlessly with your Quickbooks Online which allows you to have a living plan that you can access from anywhere – and we can track together to grow your business.

We would to  love to share this new service with you and show you how we can work together more strategically to grow your business.

Together we will focus on:

  • Setting and tracking your business’s goals.
  • Planning for growth – funding, purchasing, staffing.
  • Identifying key milestones for your business.
  • Assessing your cash flow to keep your business financially healthy.
  • Developing an easy-to-track expense budget and sales forecast.
  • Tracking your actual financials against your historical performance and your plan.
  • Comparing your cash and profit performance to your industry.

 

Contact Polymath for more information on how to put LivePlan to work for you.

 

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