Tips & Tricks - Financial & Business Planning

How Modern Finance Teams Actually Plan For 2026 #FinancialPlanning #FPnA.Business Planning & Reporting, Simplified. Smart teams plan early: • Drivers • Scenarios • Department views • Actuals vs Plan This short guide shows how modern businesses prepare for the new year with clarity. Learn more at modeliks.com Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ X: https://x.com/ModeliksApp #FinancialPlanning #FPnA #Budgeting #BusinessPlanning #Modeliks

Како да го планирате, менаџирате и растете Вашиот бизнис со Моделикс во 5 минути! Бизнис планирање и известување, поедноставено! Ова е кратка демонстрација на како да го направите финансискиот план, како да следите или испорачате извештаи и како да го пораснете Вашиот бизнис со Моделикс! Притоа може и да го пробате бесплатно уште денес на: https://www.modeliks.com/. Ја донесовме иднината на планирањето со Моделикс – најдобриот софтвер за бизнис, финансиско планирање и известување на пазарот. Го слушавме вашиот фидбек и изградивме феноменална платформа! ✅ Автоматски направете финансиски план врз основа на историски податоци и 10 параметри во само 5 минути. ✅ Аплоадирајте .CSV (Excel) директно од вашиот сметководствен систем и автоматизирајте го планирањето и месечното известување – без грешки и за само неколку минути. ✅ Мулти-димензионално планирање и известување – Планирајте и следете ја ефикасноста според оддел, бизнис единица, географија, продавница или проект. ✅ Консолидација – Ако планирате на ниво на бизнис единица, Modeliks автоматски ги консолидира финаниските планови нагоре. ✅ Алокации – Алоцирајте ги трошоците од централната канцеларија (дирекција) кон оперативните единици. Зошто? Затоа што некои трошоци се прават во главната или регионалните канцеларии, но треба да бидат распределени по оперативните единици за да се добие точна слика за профитабилноста низ целата организација. ✅ Групирање на сметки – Групирајте повеќе сметки во една група. На пример, креирајте група за Комунални трошоци и вклучете ги струјата, греењето, телефоните, интернетот, водата. Зошто? Затоа што при планирање, не сакате да планирате на ниво на секоја мала сметка – тоа е премногу напорно и хаотично. Затоа, групирајте логично, планирајте по групи и направете го планирањето и известувањето лесно и корисно. ✅ Планирање и евалуација на иницијативи – Имате нова иницијатива за вашиот бизнис? Креирајте бизнис случај и видете како ќе влијае врз вашиот бизнис. Ако бројките велат дека вреди – продолжете. Ако не – тргнете ја. ✅ Месечно предвидување – Сега можете да правите прогнози до 3 години, на месечно ниво. ✅ Интеграција со QuickBooks – Поврзете го Моделикс со QuickBooks и автоматизирајте го планирањето и месечното известување – без грешки и за само неколку минути. Заследете го Моделикс: Вебсајт: https://modeliks.com/ Линкедин: https://linkedin.com/company/modeliks Јутуб: @Modeliks Инстаграм: https://www.instagram.com/modeliks.software Фејсбук: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck #моделикс #финансископланирање #бизнисплан #финансискоизвестување

Do you want to know how Restaurants REALLY Make More Money!? Running a restaurant isn’t just about filling tables - it’s about planning around the drivers that actually move profit. In this short, we break down how driver-based financial planning helps restaurant owners make smarter decisions: 🍽️ Table-turns & average check size 🥦 Food cost & waste control (target 25–35%) 👩‍🍳 Staffing vs covers throughout the day 📊 Linking drivers to profit, cash flow & margins With Modeliks, you can forecast based on drivers, track actual vs plan, and get clarity on every unit, store, or department. 👍 Like this video? 📥 Want a free Demo? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #RestaurantFinance #DriverBasedPlanning #HospitalityManagement #FinancialPlanning #Accounting

How to Offer Advisory Services at High Margin (For Accountants & CPAs) Accounting firms are transforming. According to CPA.com: 📊 Clients pay ~50% more for advisory services 📊 65% of clients need advisory support 📊 45% want their firm to offer advisory services The opportunity is clear — but how do you deliver advisory without adding headcount or working nights? 👉 In this video, we’ll show you how Modeliks helps accountants: 1. Offer financial forecasting and budgeting service a. Connect QuickBooks in minutes b. Automatically create budgets and 5-year financial plans based on historical data c. P&L, Balance Sheet & Cashflow forecasts for total company and by organisational unit (business unit, subsidiary, department, region, project, store, etc.) 2. Offer monthly management reporting services a. Deliver dashboards & variance analysis reports monthly b. For total company and by organisational unit With Modeliks, accountants can expand into advisory services, grow revenue, and increase client retention — at high margins. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #Accounting #CFO #AdvisoryServices #AccountingTechnology #FinancialPlanning #QuickBooksIntegration #Modeliks

Simple Steps to Grow Any Professional Services Business! In this video you'll get: I. Who is it for? • Advisors, Software Companies, Accountants, Agencies, Engineering Firms, Architects, Lawyers... II. How to Grow Profitability? III. How Modeliks can help? 🔗 Learn more: https://modeliks.com Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #ProfessionalservicesFinance #FinancialModeling #finance #StartupTools #Churn #ARR #LTV #ForecastingSoftware #Modeliks

Why Dimensional Planning Matters — Even If You’re Not a Big Company Yet In this short visual walkthrough, we’ll show you how to structure your planning process based on the real way your business operates — by project, department, or business unit. 💡 Ideal for: • Accountants looking to offer advisory services • Consultants optimizing their billable hours • Founders building scalable forecasts • CFOs managing complexity without chaos 🔍 What you’ll learn: • Why dimensional planning matters at 20 employees, not 200 • What happens without it • How to build smarter, more structured plans • How to use Modeliks for planning + reporting (with QuickBooks integration) 👍 Like this video? 📥 Want the free Demo on this framework? Drop “Planning” in the comments or visit https://modeliks.com Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #FinancialModeling #PlanningTools #QuickBooksIntegration #AccountingSoftware #BusinessConsulting #Forecasting #Modeliks #DriverBasedPlanning

The Secret Steps to Better SaaS Financials! How to Build a SaaS Financial Model That Reflects Reality Planning by ARR alone won’t cut it. In this quick walkthrough, we show how to model a SaaS business based on real value drivers — using the framework we call the SaaS Value Driver Tree. 💡 What you’ll see in this guide: • Subscription-based revenue structure • Churn, expansion, and reactivation flows • CAC mapped to actual acquisition cost • Headcount planning and cost allocation • How to use Modeliks to turn it into a live, driver-based forecast 🎯 Great for: SaaS founders and CEOs CFOs and finance leaders Consultants and fractional CFOs Accountants expanding into financial planning 👍 Like this video? 🔗 Learn more: https://modeliks.com Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #SaaSFinancialModeling #DriverBasedPlanning #Modeliks #FractionalCFO #AccountingSoftware #ConsultingTools #ServiceBusinessPlanning #ChurnForecasting #CashFlowModel

Mirjana, founder of Bonvista Consulting, wanted to offer more than just bookkeeping. Using Modeliks, she introduced planning and reporting services — fast. ✅ Results: • +45% revenue per client • No new hires • Monthly close time dropped to under 1 hour Watch the full story above. 👍 Like this video? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #AccountingFirm #FractionalCFO #Modeliks #ClientAdvisoryServices #FinancialPlanning #QuickBooks

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. In this video, we unveil the best financial plan presentation strategy that you've probably never heard of! Discover innovative finance techniques that can transform your approach to strategic planning and captivate potential investors. We’ll delve into the intricacies of crafting a compelling financial plan presentation that not only highlights your financial model pitch but also emphasizes the importance of fintech solutions in today's market. Learn how to navigate financial disruption with effective business foresight and capital strategies that can significantly enhance your performance metrics. We’ll explore the latest trends in financial innovation, strategic development, and value creation that are crucial for effective risk management and growth planning. Whether you're interested in financial forecasting or seeking insights on future finance, this video will provide you with the tools you need to elevate your financial modelling skills. Join us as we discuss how Modeliks software can streamline your financial model and ultimately lead to successful financial strategies that align with market trends. Don't miss out on this opportunity to revolutionize your financial plan presentation! Tune in now! For more videos like this: Like, Share & Subscribe! Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. Learn why financial planning is more important than you might think. Discover the importance of financial planning, modeling, forecasting for goal setting, driving organizational alignment and accountability, measuring performance, managing cash flows, evaluating investments, raising funding and decisions making. It is more important than you think! For more videos like this: Like, Share & Subscribe! Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck