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get_started [2015/02/12 21:49] mdavis |
get_started [2015/09/04 21:19] mdavis |
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| <php>echo "<font size='4'><b>If You Are Not Yet a Subscriber to ".$conf['comp_name']."</b></font>";</php> | <php>echo "<font size='4'><b>If You Are Not Yet a Subscriber to ".$conf['comp_name']."</b></font>";</php> | ||
| - | See <php>echo "<a href='http://www.".$conf['comp_name'].".com/v3help/get_started/sign_up'>Sign Up</a>";</php> | + | See <php>echo "<a href='https://www.offtoa.com/site/subscriptions/'>Sign Up</a>";</php> |
| <php>echo "<font size='4'><b>After You Have Signed Up as a User of ".$conf['comp_name']."</b></font>";</php> | <php>echo "<font size='4'><b>After You Have Signed Up as a User of ".$conf['comp_name']."</b></font>";</php> | ||
| - | If you want to set up a financial plan for a company as quickly as possible, see <php>echo "<a href='http://www.".$conf['comp_name'].".com/v3help/get_started/quick_start'>Quick Start</a>";</php>. This gives you a way to build a company in 15 minutes, but don't rely on that plan to launch your company! Be sure to return here and do it right. | + | If you want to set up a financial plan for a company as quickly as possible, use the QuickStart as follows: |
| + | * Go to <php>echo "<a href='http://www.".$conf['comp_name'].".com/app'>www.".$conf['comp_name'].".com/app</a>";</php>. | ||
| + | * 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. | ||
| - | - Go to <php>echo "<a href='http://www.".$conf['comp_name'].".com'>www.".$conf['comp_name'].".com</a>";</php>. | + | This gives you a way to build a company in less than 15 minutes, but don't rely on that plan to launch your company! Be sure to return here and do it right. |
| - | - Press Login. Enter your email address and password. Press the LOGIN button at the bottom. | + | * Go to <php>echo "<a href='http://www.".$conf['comp_name'].".com/app'>www.".$conf['comp_name'].".com/app</a>";</php>. |
| - | - In the upper left, press Create New Plan. Then press CONTINUE in the lower right corner. | + | * Press Login. Enter your email address and password. Press the **Login** button at the bottom. |
| - | - You will be asked to enter assumptions about your company in this order: | + | * 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 | - General Assumptions | ||
| - Products | - Products | ||
| Line 21: | Line 26: | ||
| - Sales Model – Predict Units Sold/Year<sup>1</sup> | - Sales Model – Predict Units Sold/Year<sup>1</sup> | ||
| - Raw Materials<sup>2</sup> | - Raw Materials<sup>2</sup> | ||
| - | - Cost of Goods Sold<sup>2</sup> | + | - Cost of Goods Sold<sup>3</sup> |
| - Personnel | - Personnel | ||
| - Commissions<sup>2</sup> | - Commissions<sup>2</sup> | ||
| - Other Expenses | - Other Expenses | ||
| - Major Purchases<sup>2</sup> | - Major Purchases<sup>2</sup> | ||
| - | - Loans<sup>3</sup> | + | - Loans<sup>4</sup> |
| - Investments<sup>3</sup> | - Investments<sup>3</sup> | ||
| - Customer Payments | - Customer Payments | ||
| - Supplier Payments | - Supplier Payments | ||
| - Cash on Hand | - 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. | + | * 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, | + | * While you enter assumptions, |
| - | - Occasionally take a quick look at the <php>echo $conf['comp_name'];</php> Score to obtain a very quick idea of the financial health of your company – on a scale from 0 to 100. | + | * Occasionally take a quick look at the <php>echo "<b>".$conf['comp_name']."Score</b>";</php> to obtain a very quick idea of the financial health of your company – on a scale from 0 to 100. |
| - | - Occasionally press the gray <php>echo $conf['comp_name'];</php> Scoreboard link in the upper right (just below the <php>echo $conf['comp_name'];</php>Score) to obtain a slightly more detailed summary of the financial health of your company. | + | * Occasionally press the gray <php>echo $conf['comp_name'];</php> Scoreboard link in the upper right (just below the <php>echo $conf['comp_name'];</php>Score) to obtain a slightly more detailed summary of the financial health of your company. |
| - | - At any time, press the Reports link in the expanding menu bar on the left to examine your financial statements. <php>echo $conf['comp_name'];</php> produces them for you automatically. | + | * At any time, press the **Reports**<sup>5</sup> link in the expanding menu bar on the left to examine your financial statements. <php>echo $conf['comp_name'];</php> produces them for you automatically. |
| - | - Before taking a close look at your pro forma financials, we recommend you let <php>echo $conf['comp_name'];</php> do a brief check of your assumptions to make sure that what you entered makes sense. Do this by clicking on Business Analysis/Assumptions Review link in the expanding menu bar on the left. | + | |
| - | - When examining your income statement, press the Analysis Findings<sup>4</sup> link at the bottom of the page to look for issues in your income statement. Use the blue VIEW NEXT FINDING and VIEW PREVIOUS FINDING buttons to thumb through all issues. When you find something you wish to address, press the green HOW DO I FIX THIS button, and <php>echo $conf['comp_name'];</php> provides a list of changes you can make to your assumptions that could fix the problem. | + | |
| - | - When examining your cash flow statement, press the Analysis Findings<sup>4</sup> link at the bottom of the page to look for issues in your cash flow statement. Use the blue VIEW NEXT FINDING and VIEW PREVIOUS FINDING buttons to thumb through all issues. When you find something you wish to address, press the green HOW DO I FIX THIS button, and <php>echo $conf['comp_name'];</php> provides a list of changes you can make to your assumptions that could fix the problem. | + | |
| - | - Repeat step 8 while examining your balance sheet, capitalization table, and valuation and IRR report. Fix any problems. | + | |
| - | - In many cases, fixing one problem may cause other problems. So before you declare yourself complete, take one more pass through all the issues by pressing Business Analysis/Final Review4 on the menu on the left and fix any remaining problems. | + | |
| ---- | ---- | ||
| - | <font 10px/arial;><sup>[1]</sup> For more accurate results, use top-down (“Predict Market Penetration”) and bottom-up (“Marketing and Sales Dollars Spent to Drive New Customer Acquisition”) models of sales projections and compare them.</font> | + | <php> echo '<small><sup>[1]</sup> For more accurate results, use top-down ("Predict Market Penetration") and bottom-up ("Marketing and Sales Dollars Spent to Drive New Customer Acquisition") models of sales projections and compare them.</small>';</php> |
| - | <font 10px/arial;><sup>[2]</sup></font> <php>echo "<small>".$conf['comp_name']."</small>";</php> <font 10px/arial;>will give you the option to skip this step if it isn’t applicable to your business.</font> | + | <php> echo "<small><sup>[2]</sup> ".$conf['comp_name']." will give you the option to skip this step if it isn't applicable to your business.</small>";</php> |
| - | <font 10px/arial;><sup>[3]</sup> If you have specific plans for future loans or investments, you may also enter them now, or you can wait, and </font><php>echo "<small>".$conf['comp_name']."</small>";</php> <font 10px/arial;>will tell you when you need to raise money and how much.</font> | + | <php> echo "<small><sup>[3]</sup> ".$conf['comp_name']." will give you the option to skip this step if it isn't applicable to your business.</small>";</php> |
| - | <font 10px/arial;><sup>[4]</sup> This service is available to paid subscribers only. Free users can determine their financial problems by examining the </font><php>echo "<small>".$conf['comp_name']."</small>Scoreboard";</php> <font 10px/arial;>Scoreboard.</font> | + | <php> echo "<small><sup>[4]</sup> If you have specific plans for future loans or investments, you may also enter them now, or you can wait, and ".$conf['comp_name']." will tell you when you need to raise money and how much.</small>";</php> |
| - | {{indexmenu_n>1}} | + | <php> echo "<small><sup>[5]</sup> This service is available to paid subscribers only. Free users can determine their financial problems by examining the ".$conf['comp_name']." Scoreboard</small>";</php> |
| + | {{indexmenu_n>1}} | ||
