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Be a Better Business AdvisorWhich best describes your practice:
Ways we can help Advisors offering CFO Services:
Intelligent Budgeting & Forecasting Software
Generate recurring revenue from more clients: PlanGuru budgeting and forecasting software dramatically lowers the cost of delivering CFO Services, while giving you the tools and training to do a better job than what is possible in a standard spreadsheet. Nearly all of your time will be spent in value-added conversations with your clients, not building and maintaining complicated Excel models.
Partner to Grow
We have many Accounting and Bookkeeping firms that are looking to partner with Fractional CFOs to deliver budgeting/forecasting services to their clients. With our Advisor Partnership Program, we can help connect you to discuss a potential partnership where everyone benefits.
Sign up for our Advisor Partnership Program to connect
Partner to Evolve
Is your full-service firm struggling to expand its Fractional CFO services due to overwhelming tax and accounting work? Through our Partnership Program, collaborating with another accountant/bookkeeper allows you to delegate existing client tasks, enabling you to concentrate on delivering higher-value CFO services. This could be part of a growth or retirement strategy.
Find a Mentor
Want to connect with an experienced partner in the Fractional CFO space that will help give you the confidence as you venture to offer these services yourself? We are connected to many experienced CFOs ready to assist you in progressing to the next step. Issue a RFM to connect.
Free Training with PlanGuru University (+ Earn 7 FREE CPE)
We have helped hundreds of firms learn how to offer and market CFO Services to both their current and prospective clients in just a few online classes (all while earning 7 FREE CPE).
Learn more about PlanGuru University
Not sure where to start?
Book a time for a quick call and let’s discuss your situation!
Ways we can help those offering Accounting/Bookkeeping Services:
Provide CFO Services by Partnering
Is your firm’s primary focus on bookkeeping or accounting, however your clients would benefit from budgeting/forecasting? You can offer these services by partnering with one of our hundreds of Fractional CFO’s in our Advisor Partnership Program.
Learn more about our Advisor Partnership Program
Gain more Clients by Supporting Fractional CFOs
A CFO needs a lot more from their accounting department than what the IRS requires. When you learn what goes into designing an effective budgeting/forecasting process you will be able to set up QuickBooks right, the first time. Partner to understand all the common mistakes business advisors typically make when they are focused only on tax and compliance.
Sign up for our Advisor Partnership Program to connect
Free Training with PlanGuru University (+ Earn 7 FREE CPE)
We have helped hundreds of firms learn how to offer and market CFO Services to both their current and prospective clients in just a few online classes (all while earning 7 FREE CPE).
Learn more about PlanGuru University
Hybrid Approach
You can do the quick forecast for the single class QuickBooks client on your own, and bring in a partner for the more complex multi-departmental budgeting process that involves extensive management meetings each month. PlanGuru software makes delivering a meaningful, yet simple forecasting cadence easy for those with an accounting background, but lacking the corporate finance experience.
View our forecasting software for Advisors
Not sure where to start?
Book a time for a quick call and let’s discuss your situation!
Brett H.
Highly recommend for firms looking to scale their FP&A services
Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has.We were very price conscious as we are wor...
Highly recommend for firms looking to scale their FP&A services
Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has.We were very price conscious as we are working with 50+ clients. Planguru came in much more affordable than any other FP&A software we looked at, especially as we are looking to scale our client base.
It’s really pretty intuitive and we’ve been able to implement it on our own with minimal interaction with their support, but when we have they have been very helpful.
Brett H.
Steve S.
I use PlanGuru for my outsourced CFO business – everything I need. I love it.
“Budgeting, forecasting and reporting. The ability to customize my reports in excel. Great customer service. I can run a professional outsourced CFO business with Plan Guru. Professional budgeting models and customized reporting benefit me and my clie...
I use PlanGuru for my outsourced CFO business – everything I need. I love it.
“Budgeting, forecasting and reporting. The ability to customize my reports in excel. Great customer service. I can run a professional outsourced CFO business with Plan Guru. Professional budgeting models and customized reporting benefit me and my clients.”
Steve S.
Bruce B.
Solid, flexible modeling & forecasting software
“I’ve done budgeting and forecasting via spreadsheets for years. It’s a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spre...
Solid, flexible modeling & forecasting software
“I’ve done budgeting and forecasting via spreadsheets for years. It’s a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spreadsheet. I appreciate the ability of Plan Guru to lay out a base model that can then be refined without breaking the whole forecast. Starting with a simple trend growth or % of revenue COGS can be easily modified to incorporate key metrics, new variables, complex formulas or links to outside spreadsheets.”