3:I[5613,[],""]
5:I[1778,[],""]
4:["slug","the-best-business-planning-software-for-smes-and-startups","d"]
0:["zpUtElipgPXf-4E9Ttz3x",[[["",{"children":["resources",{"children":["business-plans",{"children":[["slug","the-best-business-planning-software-for-smes-and-startups","d"],{"children":["__PAGE__?{\"slug\":\"the-best-business-planning-software-for-smes-and-startups\"}",{}]}]}]}]},"$undefined","$undefined",true],["",{"children":["resources",{"children":["business-plans",{"children":[["slug","the-best-business-planning-software-for-smes-and-startups","d"],{"children":["__PAGE__",{},["$L1","$L2",null]]},["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children","resources","children","business-plans","children","$4","children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$undefined","notFoundStyles":"$undefined","styles":[["$","link","0",{"rel":"stylesheet","href":"/_next/static/css/2e6661b0417b461e.css","precedence":"next","crossOrigin":""}]]}]]},["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children","resources","children","business-plans","children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$undefined","notFoundStyles":"$undefined","styles":null}]]},["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children","resources","children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$undefined","notFoundStyles":"$undefined","styles":null}]]},[null,["$","html",null,{"lang":"en","children":[["$","head",null,{"children":[["$","meta",null,{"name":"robots","content":"index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1"}],["$","link",null,{"rel":"icon","href":"/images/website-icon.svg"}]]}],["$","body",null,{"itemScope":true,"itemType":"https://schema.org/SoftwareApplication","className":"c455","children":[["$","meta",null,{"itemProp":"applicationCategory","content":"Business Planning Service"}],["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$L6","notFoundStyles":[],"styles":null}]]}]]}],null]],[[["$","link","0",{"rel":"stylesheet","href":"/_next/static/css/f5c18260de885e3c.css","precedence":"next","crossOrigin":""}]],"$L7"]]]]
6:E{"digest":"NEXT_REDIRECT;replace;/;307;"}
8:I[4699,["6081","static/chunks/6081-024259f4f6c69551.js?v1758199412691","3842","static/chunks/3842-fc747814cdab0121.js?v1758199412691","6142","static/chunks/6142-fe3b722656e566bf.js?v1758199412691","995","static/chunks/app/resources/business-plans/%5Bslug%5D/page-d07cc0355ed69241.js?v1758199412691"],""]
9:T6dbb,{"id":"cG9zdDo5NTI=","title":"The best business planning software for SMEs and Startups","content":"\n<p>If you need a business plan and you are trying to figure out which business planning software is best for you, read on. </p>\n\n\n\n<p>Business planning can be a difficult task if you have never done it before. It is actually complex and time consuming even for business planning experts. You have to define the business plan structure, decide what analysis needs to be done, do the research, design the pages, build a financial model, check that it is correct, sense check it, and put everything together in a thought-through, engaging, clear, concise but detailed, professional business plan document. The good news is that there are several SaaS business planning tools that will guide you through the business planning process and will allow anyone to create a business plan with ease. </p>\n\n\n\n<p>The question is, which software is best for you. The answer is, it depends on your specific use of the business plan. That said, there are several criteria to consider when evaluating business planning software.     </p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"criteria-for-evaluating-business-planning-software\">Criteria for evaluating business planning software</h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Easy to use</strong>. It should guide you through the business planning process so that you can create a business plan even if you have never done one before. </li>\n\n\n\n<li><strong>Quality of business plan</strong>. You should be able to create a high quality business plan. Not just a plan! High quality means a thought through, logical, engaging, concise but complete, easy to read, it answers all the questions a reader could have. Most importantly, it shows that you know your business inside out and you have the capability to succeed.  </li>\n\n\n\n<li><strong>Business plan and pitch deck templates</strong>. When creating a business plan, you should never start from scratch. This is just waste of time. Your software should give you ready made templates to start from. It will save you time, it will give you inspiration and it will likely be designed well.</li>\n\n\n\n<li><strong>Lender ready</strong> <strong>business plan format</strong>. In case you are using the business plan to apply for a SBA or bank loan, make sure it is in a bank approved format.    </li>\n\n\n\n<li><strong>Investor ready pitch deck</strong>. If you present your plan to investors, you will likely need a pitch deck, instead of the long, textual business plan. The pitch deck should be graphical and should tell your story in an engaging and confident way. Don&#8217;t create a pitch deck with a bunch of bullet point slides!</li>\n\n\n\n<li><strong>Driver based financial plan</strong>. Your financial plan (financial model) helps you think through every aspect of your business. It also shows if you understand your business or not. In your business planning software, you need to be able to build your financial model based on the business drivers that are important for your specific business. If you want to read more about building a professional financial plan, I suggest you read the following article on how to build a professional financial model. </li>\n\n\n\n<li><strong>Financial model templates</strong>. Building a driver based financial model is the most difficult task in the business planning process. If your software provides financial model templates by industry, this is gold. High quality, driver based plan could cost you tens of thousands of dollars if you hire a consultant to do for you.    </li>\n\n\n\n<li><strong>Compare your plan to actual performance</strong>. You will need to keep track of your actual performance vs your plan as the time goes by. Get a business planning software that allows you to understand and report your business performance at a click of a button.   </li>\n\n\n\n<li><strong>You can collaborate, share and download your plans</strong>. </li>\n\n\n\n<li><strong>Price</strong>. Price is always important, but make sure you look at the value you get for the price. </li>\n</ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"comparison-of-busines-planning-software-solutions\">Comparison of business planning software solutions</h2>\n\n\n\n<p>The most popular business planning software solutions are Modeliks, Liveplan, Upmetrics, Cuttles and Bizplan. </p>\n\n\n\n<p>First the similarities:</p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Ease of use</strong>. They all do a pretty good job at guiding the user through the business planning process. In a few days, you will have a basic business plan. For some people this might be enough. BizPlan is the only tool that does not have a business plan builder; they only have a pitch deck creator.  </li>\n\n\n\n<li><strong>Lender approved business plan format</strong>. They all have a business plan format in line with bank requirements, if you need your plan to apply for a loan.</li>\n\n\n\n<li><strong>Collaboration, exporting and sharing</strong> the business plan is possible with all. </li>\n\n\n\n<li><strong>Pricing</strong>. They are all priced in a range from USD 15 to 30 per month for a basic plan and USD 40 to 80 per month for Premium plans. </li>\n</ol>\n\n\n\n<h4 class=\"wp-block-heading\">Now, the key differences:</h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Quality of pitch deck</strong>. <br>Liveplan ask you questions about your business and your answers appear as bullet points in your pitch deck. This approach is super easy to use, however the final <a href=\"https://www.cooleygo.com/glossary/pitch-deck/#:~:text=A%20pitch%20deck%20is%20a,number%20of%20audiences%2C%20generally%20investors.\" target=\"_blank\" rel=\"noreferrer noopener\">pitch deck</a> is not quite investor level quality. <br>Modeliks and Upmetrics take a different approach. They provide ready to use, graphical pitch deck templates that you just need to fill out. Modeliks offers minimum of 4 templates per section, so that you have more flexibility in building and customizing your pitch deck. <br>BizPlan is somewhere in the middle. They have a graphical pitch builder, but there are no ready made templates within the software.  </li>\n\n\n\n<li><strong>Financial plan quality</strong>. Here, Modeliks stands out from the crowd. It is the only software that allows you to create a driver based, professional financial plan. You can create a dynamic, linked financial model where your revenues and costs are all logically linked with each other. The moment you change one assumption in the financial plan, all other linked assumptions will automatically update.  The rest of the tools do not have this key functionality. For example, the number waiters you need in a restaurant usually depends on the number customers you have. You can set this logical relationship only in Modeliks.</li>\n\n\n\n<li><strong>Financial model templates</strong>. Also, available only in Modeliks. Staying with the restaurant example, you can use a professionally designed, driver based financial model template for a restaurant business in Modeliks. This feature  is worth thousands of dollars. Of course you can adjust the template per your needs, but 90% of the job should already be done for you. Currently Modeliks has financial model templates for SaaS, e-commerce, retail, service businesses and restaurants. More models are coming soon. </li>\n\n\n\n<li><strong>Compare your plan to actual performance</strong>. Liveplan and Modeliks stand out. They are the only tools that have this capability.  Liveplan allows for integration with Quickbooks. Modeliks has a stronger reporting functionality because of a wider range of standard financial reports, plus allows you to create custom dashboards for your business. Basically you can customize your reporting to your needs.     </li>\n</ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"final-thoughts\">Final thoughts</h2>\n\n\n\n<p>Most business planning software solutions allow you to create a basic business and financial plan, without prior business planning experience. This might be enough if you need a simple plan that will not be looked into detail or challenged by investors or board of directors. If you need a thought-through, investor-ready business plan, Modeliks is the only solution with the full required capability. It is the only tool that allows you to build advanced driver-based financial models, has a graphical pitch deck creator, provides you with financial model templates for several industries and has the most powerful reporting features.       </p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"/images/cms/MicrosoftTeams-image-33-1024x683.jpg\" alt=\"business planning software\" class=\"wp-image-1108\" srcset=\"/images/cms/MicrosoftTeams-image-33-1024x683.jpg 1024w, /images/cms/MicrosoftTeams-image-33-300x200.jpg 300w, /images/cms/MicrosoftTeams-image-33-768x512.jpg 768w, /images/cms/MicrosoftTeams-image-33-1536x1024.jpg 1536w, /images/cms/MicrosoftTeams-image-33-scaled.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" /></figure>\n","slug":"the-best-business-planning-software-for-smes-and-startups","date":"2023-05-16T14:45:44","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"}]},"mainCategory":{"mainCategory":["business-plans"],"videoHeader":null},"tags":{"nodes":[]},"featuredImage":{"node":{"id":"cG9zdDoxMTA4","sourceUrl":"/images/cms/MicrosoftTeams-image-33-scaled.jpg","altText":"business planning software"}},"seo":{"metaDesc":"The best business planning software for SMEs and Startups - Business planning can be a difficult task if you have never done it before."},"modified":"2024-03-20T12:44:04","related":[{"id":"cG9zdDoxMTU0MQ==","title":"How Accountants Can Offer High-Margin Advisory Services","content":"\n<h2 class=\"wp-block-heading\">Why Advisory Services Matter for Accounting Firms</h2>\n\n\n\n<p>The accounting profession is shifting. Compliance and bookkeeping remain essential, but today’s clients expect more. They want guidance on <strong>how to run their business smarter, manage cash flow, and plan for the future</strong>.</p>\n\n\n\n<p>According to a <strong>CPA.com survey</strong>:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clients pay <strong>~50% more</strong> for advisory services compared to traditional compliance.</li>\n\n\n\n<li><strong>65% of clients</strong> need advisory support.</li>\n\n\n\n<li><strong>45% expect their accounting firm</strong> to provide it.</li>\n</ul>\n\n\n\n<p>This means the demand is already there. The opportunity for accounting firms is clear: <strong>move beyond bookkeeping into high-margin advisory services</strong>.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">The Challenge: Scaling Advisory Without Burning Out</h2>\n\n\n\n<p>For most small and mid-sized firms, the hesitation is simple:<br>❌ Limited staff time<br>❌ No standardized tools for forecasting &amp; reporting<br>❌ Concern about overcomplicating workflows</p>\n\n\n\n<p>The good news? Advisory can be delivered at scale, without adding headcount or creating inefficiencies — if you have the right system.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">The Solution: Modeliks for Advisory Services</h2>\n\n\n\n<p><strong>Modeliks</strong> helps accountants transform their existing relationships into advisory partnerships by automating the heavy lifting.</p>\n\n\n\n<p>Here’s how it works in practice:</p>\n\n\n\n<p>1️⃣ <strong>Connect QuickBooks in Minutes</strong><br>Sync client actuals directly — no messy spreadsheets or manual imports.</p>\n\n\n\n<p>2️⃣ <strong>Build Budgets &amp; Automated Financials</strong><br>Instantly generate a forward-looking <strong>P&amp;L, Balance Sheet, and Cash Flow statement</strong>, tailored to each client.</p>\n\n\n\n<p>3️⃣ <strong>Deliver Dashboards &amp; Variance Analysis</strong><br>Clients see Actual vs. Plan vs. Previous Periods. You provide insight into <em>why</em> numbers moved — without building reports from scratch each month.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">The Impact for Accounting Firms</h2>\n\n\n\n<p>Firms using Modeliks see:<br>✅ <strong>New revenue streams</strong> by offering planning &amp; reporting as premium packages<br>✅ <strong>Higher client retention</strong> thanks to consistent value beyond compliance<br>✅ <strong>No extra headcount required</strong>, since processes are automated<br>✅ <strong>Improved positioning</strong> as trusted advisors, not just bookkeepers</p>\n\n\n\n<p>As one accountant put it:</p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>“Our clients can now make confident decisions. For us it’s a game-changer — we finally sell insight, not just compliance.”</em></p>\n</blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Why Now Is the Time</h2>\n\n\n\n<p>Client expectations are rising. Competitors are moving into advisory. Technology makes it easier than ever to scale.</p>\n\n\n\n<p>If you’re an accountant or firm owner, now is the time to position your practice for the next decade. Advisory services are not just an add-on — they’re the future of accounting.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Next Steps</h2>\n\n\n\n<p>📽️ Watch the full video playbook here: <a href=\"https://www.youtube.com/watch?v=UlQEwnWOdKQ\">https://www.youtube.com/watch?v=UlQEwnWOdKQ</a>.<br>🌐 Explore how Modeliks can help you launch advisory services in under an hour -> <strong><a href=\"https://www.modeliks.com/solutions/accountants\">HERE</a></strong>.</p>\n\n\n\n<p>📩 Or <a href=\"https://www.modeliks.com/?utm_source=chatgpt.com\">reach out to</a><a href=\"https://www.modeliks.com/\"> </a><a href=\"https://www.modeliks.com/?utm_source=chatgpt.com\">us directly</a> to explore how Modeliks can be tailored for your firm.</p>\n\n\n\n<p>Enjoy <a href=\"https://modeliks.com/\">Modeliks</a>! We know we are!</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"high-margin-advisory-services-accountants","date":"2025-09-02T08:30:06","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=UlQEwnWOdKQ"},"tags":{"nodes":[{"name":"accounting advisory services growth"},{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"consulting firm profitability strategies"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial planning for professional services firms"},{"name":"financial reporting"}]},"featuredImage":{"node":{"id":"cG9zdDoxMTU0Mg==","sourceUrl":"/images/cms/Screenshot-2025-09-02-at-10.27.59.png","altText":"How to offer Advisory Services at High Margin?"}},"seo":{"metaDesc":"Learn how accounting firms can add high-margin advisory services without extra headcount. Discover how Modeliks helps accountants deliver financial planning, reporting, and dashboards that clients will pay more for."},"modified":"2025-09-02T08:30:10","related":null},{"id":"cG9zdDoxMTQ4Mw==","title":"How to Manage & Grow Your Professional Services Business: A Strategic Playbook","content":"\n<p>Running a professional services business is demanding. Whether you’re a <strong>founder, consultant, accountant, or finance leader</strong>, the challenges are similar:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Managing multiple clients</li>\n\n\n\n<li>Tracking projects and timesheets</li>\n\n\n\n<li>Ensuring profitability while scaling</li>\n\n\n\n<li>Moving beyond basic bookkeeping into strategic financial insights</li>\n</ul>\n\n\n\n<p>The truth? Many services firms outgrow spreadsheets faster than they realize. A project-based business requires a planning and reporting framework that adapts as you grow &#8211; not one that breaks every time a new client, project, or team member comes onboard.</p>\n\n\n\n<p>That’s where having a structured <strong>financial planning and reporting system</strong> becomes a game-changer.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Who is This Playbook For?</h2>\n\n\n\n<p>This strategic framework is designed for:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Founders &amp; Owners of Service Firms</strong> — who need clarity on profitability and growth drivers.</li>\n\n\n\n<li><strong>Consultants</strong> — who want to optimize billable hours and scale without burning out.</li>\n\n\n\n<li><strong>Accountants &amp; Accounting Firm Owners</strong> — who want to expand beyond bookkeeping and offer high-value advisory services like forecasting, management reporting, and fractional CFO solutions.</li>\n\n\n\n<li><strong>Finance Leaders (CFOs, Finance Managers, Controllers)</strong> — who require accurate reporting, scenario planning, and board-ready insights without wasting hours in spreadsheets.</li>\n</ul>\n\n\n\n<p>If you run a <strong>project-based business, use timesheets, or manage multiple clients</strong>, this playbook is for you.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">How to Grow Profitability in Professional Services</h2>\n\n\n\n<p>Professional services firms often face profitability challenges because margins are tied to <strong>capacity, efficiency, and client mix</strong>. Here’s where the right planning approach makes a difference:</p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Plan by Project (Not Just Company-Level)</h3>\n\n\n\n<p>Each project has its own revenue, costs, and resources. Without project-level visibility, it’s impossible to know which work is actually profitable.</p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Track Actuals vs. Plan</h3>\n\n\n\n<p>It’s not enough to create a yearly budget. Monthly actuals vs. plan reporting helps you quickly see where projects are off track and adjust before problems snowball.</p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Build Scenarios</h3>\n\n\n\n<p>What happens if a big client leaves? Or if you add two more consultants next quarter? Scenario planning gives you the confidence to make tough decisions with numbers to back them up.</p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Monitor Utilization &amp; Capacity</h3>\n\n\n\n<p>Employee utilization is the heartbeat of a services firm. By linking financial forecasts to <strong>billable hours, staffing, and client demand</strong>, you can identify bottlenecks and prevent costly underutilization.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">How Modeliks Helps</h2>\n\n\n\n<p>At Modeliks, we’ve built a platform that turns these best practices into a structured, repeatable process.</p>\n\n\n\n<p>With <strong>Modeliks</strong>, you can:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Plan by Project, Department, or Client</strong><br>Build forecasts by any dimension of your business — project, geography, store, or team.</li>\n\n\n\n<li><strong>Automate Actual vs. Plan Reporting</strong><br>Sync with QuickBooks or upload trial balances from Excel. No more rebuilding reports every month.</li>\n\n\n\n<li><strong>Get Dashboards &amp; KPIs That Matter</strong><br>Variance analysis, profitability by client/project, utilization, and other insights are ready in minutes.</li>\n\n\n\n<li><strong>Run What-If Scenarios</strong><br>Test different client acquisition strategies, pricing models, or staffing plans.</li>\n\n\n\n<li><strong>Scale Without Adding Headcount</strong><br>Accountants and consultants can serve more clients in less time, while founders and finance leaders gain clarity without extra hires.</li>\n</ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Why This Matters Now</h2>\n\n\n\n<p>Most firms wait until they have 100+ employees to rethink planning. But the truth is, <strong>dimensional planning and reporting matters at 20 employees, as much as at 200.</strong></p>\n\n\n\n<p>The earlier you set up a scalable framework, the faster you can:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Increase profitability per client</li>\n\n\n\n<li>Retain clients longer by delivering insight, not just compliance</li>\n\n\n\n<li>Attract investors, lenders, or partners with investor-ready plans</li>\n\n\n\n<li>Free up time to focus on strategic growth instead of fixing spreadsheets</li>\n</ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Key Takeaway</h2>\n\n\n\n<p>Growing a professional services business isn’t just about winning more clients — it’s about <strong>building a system that lets you manage projects, measure performance, and grow profitably.</strong></p>\n\n\n\n<p>That’s what this playbook is about — and why we built <strong>Modeliks</strong>.</p>\n\n\n\n<p>👉 If you want to see how Modeliks can help you manage and grow your services firm, <a href=\"https://www.youtube.com/watch?v=E87pBDPZzPc&amp;utm_source=chatgpt.com\">watch the full video walkthrough here</a>.</p>\n\n\n\n<p>📩 Or <a href=\"https://www.modeliks.com/?utm_source=chatgpt.com\">reach out to us directly</a> to explore how Modeliks can be tailored for your firm.</p>\n\n\n\n<p>Enjoy <a href=\"https://modeliks.com/\">Modeliks</a>! We know we are!</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"financial-planning-for-professional-services","date":"2025-09-01T11:47:08","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=E87pBDPZzPc"},"tags":{"nodes":[{"name":"accounting advisory services growth"},{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"consulting firm profitability strategies"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial planning for professional services firms"},{"name":"financial reporting"}]},"featuredImage":{"node":{"id":"cG9zdDoxMTQ4NA==","sourceUrl":"/images/cms/Screenshot-2025-09-01-at-13.39.02.png","altText":"Financial planning for professional services"}},"seo":{"metaDesc":"Discover how to manage and grow your professional services firm with project-based financial planning, reporting, and forecasting strategies."},"modified":"2025-09-01T11:47:11","related":null},{"id":"cG9zdDoxMDQyMA==","title":"Modeliks 2.0 is Live!","content":"\n<p>Today we released a massive new update of Modeliks.  A multidimensional Modeliks 2.0. I am both happy and sad to see Modeliks grow up. I liked baby Modeliks. He was cute and a little clumsy. Now, we created a beast.  </p>\n\n\n\n<p>We listened to your feedback and made Modeliks by far the best financial planning and reporting tool for SMEs. Alright, I might be a bit subjective, but here is what’s new:</p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Multi dimensional planning and reporting</strong>. This means that you can plan and track performance by organizational unit, whether that is business units, departments, geography, stores, projects. However your company is structured, you can have clear targets and track performance across your whole organization.</li>\n\n\n\n<li><strong>Consolidation</strong>: if you plan on a business unit level, Modeliks will consolidate your financial plans upwords.</li>\n\n\n\n<li><strong>Allocations</strong>: allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.</li>\n\n\n\n<li><strong>Quickbooks integration</strong>. Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes.</li>\n\n\n\n<li><strong>Account grouping</strong>. Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful.</li>\n\n\n\n<li><strong>Initiative planning and evaluation</strong>. You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it.  </li>\n\n\n\n<li><strong>Monthly forecasting</strong>. Now you can forecast up to 3 years on monthly basis.</li>\n\n\n\n<li>Lastly. <strong>Speed</strong>. Modeliks is now 10 times faster than before.   </li>\n</ol>\n\n\n\n<p>And there is a lot more to come in the next few months. Stay tuned for new features, and in the mean-time, plan, manage and grow your business with Modeliks 2.0.</p>\n\n\n\n<p>Let’s recap. Now you can:</p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Build driver based financial models for any business</li>\n\n\n\n<li>Do it by department, business unit, geography, stores, projects</li>\n\n\n\n<li>Run scenarios and evaluate new initiatives</li>\n\n\n\n<li>Track actual performance vs budget, on every level in your organization. Especially easy with the Quickbooks integration</li>\n\n\n\n<li>Automate monthly investor and management reporting</li>\n\n\n\n<li>And write professional and detailed business plans with the help of our AI assistant.</li>\n</ol>\n\n\n\n<p>Enjoy <a href=\"https://modeliks.com/\">Modeliks</a> 2.0! We know we are!</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"modeliks-2-0-a-live","date":"2025-04-01T08:59:31","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=-61deO4BkFg"},"tags":{"nodes":[{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial reporting"},{"name":"market analysis"},{"name":"modeliks"},{"name":"quickbooks"}]},"featuredImage":{"node":{"id":"cG9zdDoxMDQyMg==","sourceUrl":"/images/cms/Modeliks-2.0-Post-image.png","altText":"Modeliks 2.0."}},"seo":{"metaDesc":"A massive new update of Modeliks is here. A multidimensional, Quickbooks integrated, faster than ever Modeliks 2.0. GROW your business, NOW!"},"modified":"2025-04-01T09:20:31","related":null}]}2:["$","$L8",null,{"post":"$9"}]
7:[["$","meta","0",{"name":"viewport","content":"width=device-width, initial-scale=1"}],["$","meta","1",{"charSet":"utf-8"}],["$","title","2",{"children":"Modeliks | The best business planning software for SMEs and Startups"}],["$","meta","3",{"name":"description","content":"The best business planning software for SMEs and Startups - Business planning can be a difficult task if you have never done it before."}],["$","link","4",{"rel":"canonical","href":"https://www.modeliks.com/resources/business-plans/the-best-business-planning-software-for-smes-and-startups"}],["$","meta","5",{"property":"og:title","content":"Modeliks | The best business planning software for SMEs and Startups"}],["$","meta","6",{"property":"og:description","content":"The best business planning software for SMEs and Startups - Business planning can be a difficult task if you have never done it before."}],["$","meta","7",{"property":"og:url","content":"https://www.modeliks.com/resources/business-plans/the-best-business-planning-software-for-smes-and-startups"}],["$","meta","8",{"property":"og:site_name","content":"Modeliks"}],["$","meta","9",{"property":"og:locale","content":"en_US"}],["$","meta","10",{"property":"og:type","content":"article"}],["$","meta","11",{"name":"twitter:card","content":"summary"}],["$","meta","12",{"name":"twitter:title","content":"Modeliks | The best business planning software for SMEs and Startups"}],["$","meta","13",{"name":"twitter:description","content":"The best business planning software for SMEs and Startups - Business planning can be a difficult task if you have never done it before."}],["$","link","14",{"rel":"icon","href":"/favicon.ico","type":"image/x-icon","sizes":"16x16"}]]
1:null