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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, see Quick Start. 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.
  • Go to www.Offtoa.com/app.
  • In the upper left, press Create New Plan. Then press Continue in the upper right corner.
  • You will be asked to enter assumptions about your company in this order:
    1. General Assumptions
    2. Products
    3. Markets
    4. Pricing
    5. Sales Model – Predict Units Sold/Year1
    6. Raw Materials2
    7. Cost of Goods Sold2
    8. Personnel
    9. Commissions2
    10. Other Expenses
    11. Major Purchases2
    12. Loans3
    13. Investments3
    14. Customer Payments
    15. Supplier Payments
    16. 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 Reports link in the expanding menu bar on the left to examine your financial statements. Offtoa produces them for you automatically.
  • Before taking a close look at your \\pro forma
    financials, we recommend you let Offtoa 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 Offtoa 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 Offtoa 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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[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] 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.

[4] This service is available to paid subscribers only. Free users can determine their financial problems by examining the OfftoaScoreboard

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