Instructional Method: Group Internet Based Subject Area: Finance, Management Services, Computer Software & App Seven (7) hours of CPE credit can be issued to any CPA or your international equivalent if your country accepts NASBA credits. We will also provide you with marketing materials to help you convey these concepts to your clients.Īll graduates will receive a diploma and an electronic PGU icon that can be displayed on your website. We will demonstrate how PlanGuru shifts the cost dynamic so that you can profitability offer a budgeting and forecasting process (with monthly reviews) for most of your clients. We will completely dispel this myth and explain how you can reach an untapped reservoir of opportunity in your existing client base and have a huge competitive advantage over your peers in client acquisition. Many accountants and business consultants still view budgeting/forecasting/planning as a niche service for a select group of clients.

For Accountants/Business Consultants helping clients with PlanGuru As we are explaining how to use the product, we will delve into the nuances of these different exercises to help you avoid the pitfalls that are common when building any analysis that will actually drive better decisions. Small businesses that have never engaged in a meaningful budgeting/ forecasting/ performance measurement process frequently don’t know where to begin.

All classes will be recorded and accessible on our website if you cannot attend class*** or you would like to review any portion of it. We start with the basics and gradually build until we have covered nearly every aspect of PlanGuru capabilities. Whether you are an existing customer who wants to take your PlanGuru knowledge to another level, or you have just started evaluating the product, PGU is the best place to start your learning process.

We will also teach Accountants, Business Consultants, and part-time CFOs how to identify potential client engagements, with new and existing customers, and how to effectively sell these consulting services profitably. PlanGuru University (PGU) is a curriculum created to make you a power user of PlanGuru, while discussing general budgeting, forecasting, and planning concepts in a series of 3 (2 hour) classes with case studies.** It is designed to help businesses develop a comprehensive approach to using financial projections to make better decisions.

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