PlanGuru is not only a product used by small and medium sized businesses, it is also a product selected by thousands of accounting firms providing advisory services to their clients. After 12 versions and 8 years of communicating with customers we have developed a product that businesses can use on their own. However, the help of a financial professional can be invaluable to getting started and getting the most from the budgeting and planning process.

If you’re a business looking to implement budgeting, plan for the future or develop more meaningful financial management information, The PlanGuru Professional Advisor program can connect you with experienced financial professionals. Professionals that understand the value of the PlanGuru products and have experience helping their clients be more successful.

The Professional Advisor program can help you regardless if you are the owner of a family restaurant who needs a 3 year budget to secure a construction loan or the in house accountant for a manufacturing company. If your business would like to explore the possibility of developing a relationship with a Professional Advisor, start the process by contacting one or more of the Professional Advisors directly. They will work with you to determine how their services can benefit you.

We understand that every business has different needs and financial professionals run their practices in many different ways. Therefore, allowing members of the PlanGuru Community to make the Professional Advisor Program anything they want it to be is a core principal.