Accounting firm Iconis Group, headquartered in Atlanta, GA, is now Certified as a LivePlan Expert Advisor, adding the innovative cloud-based application LivePlan to its suite of small business offerings.
Iconis Group was founded on the philosophy of bringing big business finance advise to small businesses nationwide. Iconis Group focuses on provided outsourced bookkeeping services to small businesses while giving businesses the confidence to focus on their passions, while still knowing the financial health of their business.
Iconis Group’s approach integrates cloud-based accounting software QuickBooks Online with business planning and financial tracking software LivePlan. These cloud-based tools, coupled with Iconis Group’s expertise in accounting and financial management, gives their small business clients an advantage. Research from Cranfield University’s School of Management shows that small businesses who actively plan, track against that plan, and adjust their plan based on market need, grow 30% faster. Planning and tracking is what separates small businesses who are surviving from those who are thriving.
“LivePlan gives our small business owners the ability to understand their business’s health,” said Cathy Iconis, CEO of Iconis Group. “LivePlan’s integration with QuickBooks helps us, as the accountants, play the larger role of a strategic advisor by allowing our clients to easily access key financial data wherever they need it, in a format that’s easy to understand. We are proud to be a LivePlan Expert Advisor.”
Created by Palo Alto Software, LivePlan helps small business owners easily develop budgets and forecasts, create goals for their business, and then track their progress on a dynamic dashboard that syncs with popular accounting systems. LivePlan imports accounting data from Xero and QuickBooks and presents the information in a dashboard view that shows business owners where their financials stand compared to their original plan and previously set goals.
“Accounting data alone is not sufficient enough to run a business,” said Sabrina Parsons, CEO of Palo Alto Software. “Business owners must also track how those actual numbers compare to their budget and forecast and their historical performance. LivePlan gives small business owners access to this information – in an easy to view format – without having to ask their bookkeeper or accountant to run multiple reports. With this, accountants are becoming strategic advisors, and helping small businesses in areas beyond taxes, bookkeeping, and audits.”