PlanGuru

Join our CEO, Christian Wielage, and Summit CPA Group's Jody Grunden, CPA and Adam Hale, CPA for a free CPE Webinar: "Increase Profits (For You and Your Clients) with Forecasting" on Thurs. Nov. 19th at 1pm ET https://register.gotowebinar.com/regist/5652442354481658383

We were included in @Procurify’s Master Guide of 100+ Digital Tools! Leading CFOs shares the best fintech systems for finance and ops teams, check it out here: https://go.procurify.us/3cu0WH7 Thank... you Jake Grimm of @summitcpagroup for the recommendation! See more

Excited to partner with Jetpack Workflow for the Cloud Accounting Summit. This 100% Free, Virtual 1 Day Summit is designed to provide firm owners with critical insights on how to prepare for 2020. Learn from experts like Mike Michalowicz, Jody Grunden, and Ron Baker while receiving over $6,705 in exclusive software discounts. ... Register Here > https://go.jetpackworkflow.com/cloudaccountingsummit/ #Cloudaccountingsummit #accountingfirm

This is just a friendly reminder to update to PlanGuru, version 8.0.0.7. If you have not yet installed the v8.0.0.7 update, please do so as soon as possible. This is a required update that includes both security compliance requirements with our licensing system as well as our Import Utility Partners.

Great Podcast from a couple months ago. Many good points about the looming disaster for accounting firms who do not adapt with technology. I agree with all his tactical recommendations on how to price, etc. However, it is hard for me to believe the accounting firms can keep charging the same amount that their clients were paying (under an inefficient and labor-intensive accounting process) in perpetuity. Eventually that first contract will end. All the efficiencies will be b...uilt into the accounting systems and there will be another firm that will massively undercut them on price...IF you don’t expand the scope of what the client is getting. Adding historical data analytics is nice, but still not enough. Having this accurate, timely, sufficiently detailed financial (and non-financial) data serves as the foundation of a budgeting and forecasting process; which is necessary for any organization that is serious about making better decisions. What is going to happen? How are we going to make it happen? These are the important discussion points that firms need to have once they have automated the bean-counting.

This is just a friendly reminder to update to PlanGuru, version 8.0.0.7. If you have not yet installed the v8.0.0.7 update, please do so as soon as possible. This is a required update that includes both security compliance requirements with our licensing system as well as our Import Utility Partners.

Managing cash is much more than just looking at what's in your bank account. Creating a realistic cash flow budget that charts finances for both the short term (30-60 days) and longer term (1-2 years) is extremely important in guiding a business through cash flow problems.

https://www.forbes.com//10-budgeting-tips-for-your-busine/

With more & more basic accounting jobs being taken over by Artificial Intelligence, there is an "intense demand" for accountants to be more specialized and forward-thinking...

We had a great time hosting "Forecasting More Profits" for Small Businesses with the Greater Wilkes-Barre Chamber of Commerce today. Watch the recorded Livestream below.

Come join us for a Free Lunch & Learn this Monday, May 7th, where we’ll discuss how a meaningful budgeting/forecasting process will help you make better business decisions and become more profitable. PlanGuru's CEO, Christian Wielage, will explain in real terms how doing this regular routine will improve your understanding of where your business actually stands and where it’s headed, allowing you to sleep better at night. Lunch will be provided. RSVP: https://www.wilkes-barre.org//forecasting-more-profits-8431

Come join us next Monday, May 7th, for a Free Lunch & Learn on "Forecasting More Profits for Your Business" @ the THINK Center in downtown Wilkes-Barre. RSVP: https://www.wilkes-barre.org//forecasting-more-profits-8431

Come Join Us on Monday, May 7th a Free Lunch & Learn on Forecasting More Profits for Your Business @ the THINK Center in downtown Wilkes-Barre.