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get_started [2015/03/14 07:47] mdavis |
get_started [2015/09/04 21:19] mdavis |
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| <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='https://www.offtoa.com/plan/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.".$conf['comp_name'].".com/app/login'>www.".$conf['comp_name'].".com/app/login</a>";</php>. | + | * 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 upper right corner. | + | * 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 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. | ||
| + | * 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 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: | * You will be asked to enter assumptions about your company in this order: | ||
| - General Assumptions | - General Assumptions | ||
| Line 19: | 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 | ||
| Line 33: | Line 40: | ||
| * Occasionally take a quick look at the <php>echo "<b>".$conf['comp_name']."Score</b>";</php> to obtain a very quick idea of the financial health of your company – on a scale from 0 to 100. | * Occasionally take a quick look at the <php>echo "<b>".$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** 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** 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 $conf['comp_name'];</php> provides a list of changes you can make to your assumptions that could fix the problem. | + | |
| - | * Repeat the previous step while examining your balance sheet, capitalization table, and valuation and IRR report. Fix any problems. | + | |
| - | * In many cases, fixing one problem may cause other problems. So before you declare yourself complete, take one more pass through all the issues by pressing **Business Analysis/Final Review** on the menu on the left and fix any remaining problems. | + | |
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| <php> echo "<small><sup>[2]</sup> ".$conf['comp_name']." will give you the option to skip this step if it isn't applicable to your business.</small>";</php> | <php> echo "<small><sup>[2]</sup> ".$conf['comp_name']." will give you the option to skip this step if it isn't applicable to your business.</small>";</php> | ||
| - | <php> echo "<small><sup>[3]</sup> If you have specific plans for future loans or investments, you may also enter them now, or you can wait, and ".$conf['comp_name']." will tell you when you need to raise money and how much.</small>";</php> | + | <php> echo "<small><sup>[3]</sup> ".$conf['comp_name']." will give you the option to skip this step if it isn't applicable to your business.</small>";</php> |
| + | |||
| + | <php> echo "<small><sup>[4]</sup> If you have specific plans for future loans or investments, you may also enter them now, or you can wait, and ".$conf['comp_name']." will tell you when you need to raise money and how much.</small>";</php> | ||
| - | <php> echo "<small><sup>[4]</sup> This service is available to paid subscribers only. Free users can determine their financial problems by examining the ".$conf['comp_name']."Scoreboard</small>";</php> | + | <php> echo "<small><sup>[5]</sup> This service is available to paid subscribers only. Free users can determine their financial problems by examining the ".$conf['comp_name']." Scoreboard</small>";</php> |
| {{indexmenu_n>1}} | {{indexmenu_n>1}} | ||
