“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage 

The finer details of this episode:

• How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisions
• Tools and resources offered by PlanGuru
• Why today’s firms need PlanGuru to stay relevant and offer real-time solutions 

Episode resources:

• Summit CPA website – www.summitcpa.net
• Email us with questions – cpa@summitcpa.net
• PlanGuru | Business Budgeting Software, Business Planning Software