The financial plan stands at the center of every business enterprise. Whether you’re the owner or finance manager of an existing business looking to expand its activities, an entrepreneur planning a new venture or just want to get a better handle on your existing business, financial planning is a critical task.

Sales Planning:

Business Financial Planner starts by walking you through the process of sales planning by defining your products and their costs (necessary for calculating profit margin) as well as different markets you will be selling into.

Sales planning can be done either in units or cash, whichever best suits your business. Additionally, sales prices can be set at a flat rate or fluctuating based on a set of different parameters. To save time, Business Financial Planner provides a variety of sophisticated tools to show growth in top line sales over the period of the plan.

Operational Expenses Planning:

For each expense item, Business Financial Planner allows you to enter the associated fixed, variable and personnel costs. Here too, applying the costs across the periods of the plan, with variations as required by the business (e.g. additional employees in periods of seasonal need), is a straight forward process with the tools provided.

Integrated Financial Documents:

At the end of this process, rather than simply having a sales and expenses plan, Business Financial Planner provides a full set of financial documents including P&L Statement, Cash Flow Statement and Balance Sheet. Most importantly, these documents are all integrated and change as the information on your plan is updated or modified.

Fast and Convenient:

In all, the process of creating an initial plan using Business Financial Planner will take no more than 15 minutes. With this base, the plan can then be tweaked and modified as more details are clarified and added.

Download the free trial now to start planning your business