If You Are Not Yet a Subscriber to Offtoa
See Sign Up
After You Have Signed Up as a User of Offtoa
If you want to set up a financial plan for a company as quickly as possible, use the QuickStart as follows:
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Press Login. Enter your email address and password. Press the Login button at the bottom.
In the upper left, press Create New Plan. Select
QuickStart mode of data entry. Then answer the eight questions.
Examine your income statement, cash flow statement, and balance sheet.
This gives you a way to build a financial plan for a company in less than 15 minutes, but don't rely on that plan to define the future of your company! Be sure to return here and do it right.
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Press Login. Enter your email address and password. Press the Login button at the bottom.
In the upper left, press Create New Plan. Select Standard mode of data entry. Then press Continue in the lower right corner.
You will be asked to enter assumptions about your company in this order:
General Assumptions
Products
Markets
Pricing
Sales Model - Predict Units Sold/Year1
Raw Materials2
Cost of Goods Sold3
Personnel
Commissions2
Other Expenses
Major Purchases2
Loans4
Investments3
Customer Payments
Supplier Payments
Cash on Hand
Use the Back and Continue buttons at the bottom of every screen to navigate between screens. To jump to any specific screen, just press the Assumptions link in the expanding menu bar on the left of the page.
While you enter assumptions,
Occasionally take a quick look at the OfftoaScore to obtain a very quick idea of the financial health of your company - on a scale from 0 to 100.
Occasionally press the gray Offtoa Scoreboard link in the upper right (just below the OfftoaScore) to obtain a slightly more detailed summary of the financial health of your company.
At any time, press the Reports5 link in the expanding menu bar on the left to examine your financial statements. Offtoa produces them for you automatically.
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[1] For more accurate results, use top-down ("Predict Market Penetration") and bottom-up ("Marketing and Sales Dollars Spent to Drive New Customer Acquisition") models of sales projections and compare them.
[2] Offtoa will give you the option to skip this step if it isn't applicable to your business.
[3] Offtoa will give you the option to skip this step if it isn't applicable to your business.
[4] If you have specific plans for future loans or investments, you may also enter them now, or you can wait, and Offtoa will tell you when you need to raise money and how much.
[5] This service is available to paid subscribers only. Free users can determine their financial problems by examining the Offtoa Scoreboard