Planning Technologies LLC’s Post

As a virtual assistant, I support entrepreneurs and professionals with expense management which helps them ensure financial clarity and business growth Here's how it works : - I use expense tracking tools to create budget frameworks and align your company's expenses to achieve your business goals. - I manage invoices and payments,store receipts digitally,categorize your expenses as well as provide regular financial reports which helps to monitor your spending. Reviews gotten from my previous clients shows that they have a: 1. Clear financial understanding. 2. Increased efficiency. 3. Better decision-making. 4. Reduced financial stress. Virtual Assistant helps to keep your financial records on track.

💰 Financial Precision: Elevate Your Event with Expert Budgeting and Accounting! 🌟📊 Navigate the financial landscape of your event with our Project Budget and Accounting service. Our dedicated event production team will build and manage a comprehensive budget, providing you with weekly reports and a detailed financial performance report at the event's conclusion. ✨ Key Services: 1️⃣ Budget Management: Our team ensures meticulous tracking of expected and actual revenue and expenses, optimizing financial performance. 2️⃣ Regular Reports: Stay informed with weekly financial reports, offering transparency into your event's fiscal health. 3️⃣ End-of-Event Financial Performance Report: A comprehensive overview at the event's conclusion, summarizing revenue, expenses, and financial outcomes. 💳 Revenue Management: If All About Presentation is managing sponsorship/ticket revenue and vendor payments, a separate account will be created for transparent transaction activity. ⏳ Pricing Structure: Priced per week of management, our service ensures financial precision throughout your event's lifecycle. Experience financial clarity and precision with All About Presentation. Elevate your event's financial journey today! 💼🚀 #EventBudgeting #FinancialPerformance #TransparentTransactions

More than 60% of organizations are wholly reliant on Excel for annual budget builds, with 90%+ utilizing spreadsheets in some capacity.     How much time is your team spending in collecting input templates, aggregating information, and rolling up consolidated outputs?    Whatever it is, it’s time that could be spend in analysis and org-wide dialogue that leads to better budgets, more accuracy, and more buy-in.    What can you do about it? Join office hours!     On 10/3 we’re hosting a private discussion forum on this topic, providing a sounding board and space for peer sharing on this critical component of the budget process. We’ll be talking automation options, template design, and tools that support the effort, in the context of real time participant circumstances and goals for 2025 planning.  Drop by anytime between 1:30 PM - 3:00 PM CST to collaborate and share experience and insights, as we work together to make 2025 planning a success!    Register below to secure your spot:   https://lnkd.in/gGypgH-u

More than 60% of organizations are wholly reliant on Excel for annual budget builds, with 90%+ utilizing spreadsheets in some capacity.     How much time is your team spending in collecting input templates, aggregating information, and rolling up consolidated outputs?    Whatever it is, it’s time that could be spend in analysis and org-wide dialogue that leads to better budgets, more accuracy, and more buy-in.    What can you do about it? Join office hours!     On 10/3 we’re hosting a private discussion forum on this topic, providing a sounding board and space for peer sharing on this critical component of the budget process. We’ll be talking automation options, template design, and tools that support the effort, in the context of real time participant circumstances and goals for 2025 planning.  Drop by anytime between 1:30 PM - 3:00 PM CST to collaborate and share experience and insights, as we work together to make 2025 planning a success!    Register below to secure your spot:   https://lnkd.in/gGypgH-u

T&Ts | Mastering Event Budgeting: Create a Detailed Spreadsheet or Use a spreadsheet tool to create a budget template. Input your estimated costs under each category, and include a column for actual costs. #EventProTips, #EventProductionHacks, #EventPlanning101, #EventManagementTips, #EventSuccessSecrets, #EventPlannerWisdom, #EventExecutionTips, #EventStrategy, #EventPerfection, #EventExpertAdvice

🌟 Facing the Risks Alone? Build a Business System That Has Your Back 🌟 Are you feeling overwhelmed by the daily grind of running your financial planning practice? You’re not alone. Many practice owners start with enthusiasm, but soon find themselves bogged down by repetitive tasks and rising operational costs. The solution? A well-structured Business System. By creating documented procedures, checklists, and templates, you can streamline your operations, reduce errors, and free up time for what really matters—building strong client relationships. Start your journey towards a more efficient practice today. Visit www.backofficehero.com.au to sign up for our online course, Mastering Systems in a Financial Planning Business, and transform your business into a process-driven growth machine. #FinancialPlanning #BusinessSystems #OperationalEfficiency #BackOfficeHero

Do you work in Professional Services? Do you need to manage your finances on a project-based basis? Access Workspace for Professional Services provides a collaborative tool that allows you to track progress and drive profitability, giving your team the freedom to do more of what matters. Find out more in this factsheet https://ow.ly/lfbT50QoIQf

𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗳𝗲𝗮𝗿𝘀 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗳𝗮𝗰𝗲 𝗥𝗘𝗩𝗢𝗟𝗩𝗘𝗦 𝗔𝗥𝗢𝗨𝗡𝗗 𝗠𝗢𝗡𝗘𝗬! 💵 😱 Questions like: ❓Will I make money? ❓How can I ensure profitability? ❓What will everything cost? ❓How much should I charge for tickets? Effective budgeting starts with thorough research or the help of a pro. Stay current with costs and fees for a realistic budget. A detailed budget and projections spreadsheet is crucial for intentional spending decisions, ensuring you stay financially on track. Before spending, use a well-structured budget template with real-time budget-to-actual comparisons, aligning with your financial goals. List every expense category, assigning realistic estimates. Refine these as you confirm details, starting with a comprehensive financial plan. Regular budget updates and reviews (weekly or bi-weekly) keep your financial perspective clear throughout the event planning process. 🌟 In response to these concerns, I've crafted a solution - the 'Event Finance Wizard'! This tool goes beyond simplifying budgeting; it aids in financial projections, covering all aspects of your event's finances. The Event Finance Wizard, with pre-built formulas, is a complete financial guide for your event. More than just a budgeting tool, it's a financial lifeline! Interested? Drop a 💰 in the comments to be the first to know when this game-changer is available and revolutionize your event budgeting! #bebrightevents #eventplanning #eventstrategist #eventstrategy #EventFinanceWizard #FinancialTool #EventPlanningSimplified #eventplanner #eventprofs #lifechangingevents #mastermindweekend #retreatcoordinator #transformationalretreats #transformationalevents #thoughtleaders #mindsetcoaches #healers #EventPlanningMadeEasy #SaveTimeAndMoney #BeTheFirst #InnovativeSolutions #EventFinance #BudgetAndProjections

💰 Financial Precision: Elevate Your Event with Expert Budgeting and Accounting! 🌟📊 Navigate the financial landscape of your event with our Project Budget and Accounting service. Our dedicated event production team will build and manage a comprehensive budget, providing you with weekly reports and a detailed financial performance report at the event's conclusion. ✨ Key Services: 1️⃣ Budget Management: Our team ensures meticulous tracking of expected and actual revenue and expenses, optimizing financial performance. 2️⃣ Regular Reports: Stay informed with weekly financial reports, offering transparency into your event's fiscal health. 3️⃣ End-of-Event Financial Performance Report: A comprehensive overview at the event's conclusion, summarizing revenue, expenses, and financial outcomes. 💳 Revenue Management: If All About Presentation is managing sponsorship/ticket revenue and vendor payments, a separate account will be created for transparent transaction activity. ⏳ Pricing Structure: Priced per week of management, our service ensures financial precision throughout your event's lifecycle. Experience financial clarity and precision with All About Presentation. Elevate your event's financial journey today! 💼🚀 #EventBudgeting #FinancialPerformance #TransparentTransactions

PlanHappy Back-Office Software has only been live for a few days…and so far, the response has been great. Thank you to everyone who has taken the time to tell us how we’re doing. Here’s one of our favourites: “Just watched the demo video of PlanHappy - bloody brilliant! The attention to detail and the focus on REAL financial planning and client relationships is just superb! I’ve sent the demo link to my ops director and told him we need this NOW. Hat tip to you! Awesome job.” - Chartered Financial Planner Take a look and tell us what you think: https://lnkd.in/gsu9pCPJ #financialplanning #financialadvice #backoffice #gamechanger #planhappy