Our philosophy of helping small business owners succeed by freeing them from complicated spreadsheets and intimidating financial systems. With innovative systems and advisory services, businesshelp.gg gives businesses the confidence to focus on their passions, while still knowing the financial health of their business.
Businesshelp.gg approach integrates cloud-based accounting software QBO and Xero with business planning and financial tracking software LivePlan. These cloud-based tools, coupled with our expertise in business growth and financial management, gives their small business clients an advantage. Research from Cranfield University’s School of Management shows that small businesses who actively plan, track against that plan, and adjust their plan based on market need, grow 30% faster. Planning and tracking is what separates small businesses who are surviving from those who are thriving.
LivePlan gives our small business owners the ability to understand their financial strengths and where they need to adjust their assumptions. LivePlan’s integration with leading cloud based financial systems helps us, play the larger role of a business advisor by allowing our clients to easily access key financial data wherever they need it, in a format that’s easy to understand.
“Accounting data alone is not sufficient enough to run a business,” said Sabrina Parsons, CEO of Palo Alto Software. “Business owners must also track how those actual numbers compare to their budget and forecast and their historical performance. LivePlan gives small business owners access to this information – in an easy to view format – without having to ask their bookkeeper or accountant to run multiple reports. With this, accountants are becoming strategic advisors, and helping small businesses in areas beyond taxes, bookkeeping, and audits.”
Businesshelp.gg, based in the Channel Islands, is now Certified as a LivePlan Expert Advisor adding the innovative cloud-based application LivePlan to its suite of small business offerings.
I am the first UK LivePlan Certified Advisor and I am here to support you and your clients with set up, accounting package integration, forecasting and if you require remote attendance of your monthly financial progress review where you will compare actuals versus forecast results with your client. This will provide an additional tangible benefit to your coaching practice. A selection of packages are detailed below.
LivePlan requires no expensive upfront licensing investment! Current licensing costs are less than £20 per month and Liveplan offers a 90 day no quibble refund guarantee if your clients are not totally satisfied.
There is no contract period and your clients can stop using LivePlan at any time with no further costs. There really is No Risk! Your client can be up and running on LivePlan within days using this service which will give you a USP compared to you competition.
About Palo Alto Software, Inc. - Makers of LivePlan
Palo Alto Software, Inc. develops tools and provides content resources for small businesses and entrepreneurs.
Palo Alto Software, Inc., makers of the #1 selling business planning software in the world, develops and publishes tools, products, and content to help small and midsized businesses pitch, plan, manage, and grow their ventures. LivePlan, the company’s flagship product, is a SaaS (software as a service) solution for business planning and financial management. Palo Alto Software has been the market leader in its category for over 15 years, has served well over 2 million entrepreneurs, and has customers in 180 countries. It was founded in 1988 by business planning expert Tim Berry. Sabrina Parsons has been the company’s CEO since 2007. Parsons successfully expanded its service offering into the cloud with LivePlan. Palo Alto Software is a privately-owned corporation based in Eugene, Oregon.
The following is a list of services , products and prices available to help you get up and running with your new LivePlan system:
1. Business Coach conducts initial meeting with client and completes full review and information gathering exercise with client directly.
2. Script and Questionnaire provided for completion.
3. Script and Questionnaire forwarded to businesshelp.gg to:
- Build LivePlan
- Set up company options
- Connect client to accounting package (Xero or Quickbooks only)
- Complete preliminary mapping (ledgers)
- Enter basic company information into Pitch, Logo, team members, etc.
4. Record 3 year LivePlan forecasting based on information provided by client/coach, including:
- Revenue streams
- Fixed costs
- Personnel costs (limited to
- Directors Remuneration and Grouped staff costs
5. Synch LivePlan to cloud based accountancy package.
(if not a cloud based package manual inputting would be required at additional cost).
1. Attend kick off meeting via remote meeting (Go to meeting) with business coach. Meeting duration approximately 1.5 hours and complete information gathering requirements.
2. During the meeting support the coach and client to review:
Business Strategy (Problem, Solution, Resources etc)
Review Target Market
- Review Milestones
Option 3 – Gold Set up fee plus £250 per month
Attend or run monthly review session £250 per month via remote access
30 minutes preparation to review and sync outcomes from cloud based finance package
Meeting with client 1 hour and 1 hour to update and adjust forecasts into LivePlan.
Attend meeting with Coach to analyse monthly results and adjust plan forecasts.