We help people succeed in business.
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Our products are right for small business because we understand small business. We know what it's like to start from zero, with no outside investment, and build a company from 1 employee to nearly 50. We understand the challenges, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.
We believe in:
Affordable Software: Small businesses should have access to quality tools at affordable prices.
Simplicity: Our software tools were built by small business owners for small business owners, and are very easy to use.
Quality Service: We take pride in our excellent customer service. No phone trees or endless searching to find a phone number.
Small Businesses: We recognize that job creation comes from small businesses. Every business that we help to start and grow means a better future for everyone.
Entrepreneurship: Anyone can start a business, and we're here to help both first-time entrepreneurs and experienced business owners succeed.
Giving Back: All entrepreneurs should have the opportunity and tools to start their own business. We support this by sponsoring business plan and entrepreneurship competitions, donating free software to SCORE and SBDC offices around the country, and by giving students and educators the tools they need to learn about business.
PlanGuru | FP&A Software Built for the Real World:
PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized businesses and the advisors who serve them.
For over 25 years, we've helped SMB finance teams, fractional CFOs, and accounting professionals move beyond spreadsheets and build financial plans that actually drive decisions. Our platform combines powerful projection modeling, scenario planning, and real-time analytics — all in a flexible, advisor-friendly environment that connects directly with QuickBooks Online and Xero.
With the launch of PlanGuru Analytics, we've taken FP&A a step further — giving advisors and their clients access to live dashboards, AI-powered insights, and the kind of reporting that turns numbers into strategy.
Whether you're managing a growing business, serving a roster of SMB clients, or building a fractional CFO practice, PlanGuru gives you the tools to plan smarter, advise confidently, and deliver real financial clarity.
What we do:
• Budgeting & multi-year forecasting
• Scenario planning & what-if analysis
• Financial dashboards & analytics
• QuickBooks Online & Xero integrations
• Tools and training for fractional CFOs and accounting professionals
Built for SMBs. Trusted by advisors. Backed by 25+ years of FP&A expertise.
GoSmallBiz is all about one thing: supporting and empowering Small Business America. Since 1996, GoSmallBiz has provided services and tools to help small business owners and entrepreneurs turn their dreams into reality and reach new levels of success.
As a service-first technology company, GoSmallBiz leverages both technology and human connection to create outstanding experiences. Our process is focused on listening directly to our small business members, understanding their needs, and bringing them solutions.
For more than 20 years, GoSmallBiz has helped more than 400,000 small businesses, and continues to grow and evolve to stay at the forefront of the small business services industry.
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