"We require considerable information to complete loan packages. Anatomy of a Business Plan and Automate Your Business Plan are both assets to any start-up or existing business. Your financial software program, with its hands-on approach and step-by-step process, lays the groundwork that is mandatory for small businesses."
Paula R.W. Riley,
Vice President
CDC Small Business Finance Corp



" When each step of your book is followed, it is impossible to fail. Several financial specialists asked me if I'd had my business plan professionally done."
Delia L. White
The Reader's Chair

Frequently Asked Questions


We have compiled this FAQ to answer the most common questions we receive about ordering our products. If you have a question that is not answered here, please feel free to send us an email 


How do I know if the AUTOMATE YOUR BUSINESS PLAN software will work on my computer? 

Is it safe to submit my credit card information online? 

Once I download your software, how do I get it running on my computer? 

What is included with the downloadable version of AUTOMATE YOUR BUSINESS PLAN? 

Your Quick Start manual and Example Business Plan are in PDF format. How do I read PDF files? 

What is included with the hard copy software package of AUTOMATE YOUR BUSINESS PLAN? 

Why does the hard copy of AUTOMATE YOUR BUSINESS PLAN cost $15 more than the downloadable version? 

I already own your Anatomy of a Business Plan book and would now like to order a hard copy of AUTOMATE YOUR BUSINESS PLAN. Do I still need to pay $95 and receive another copy of the book? 

Is there technical support available in case I need help with the software?
 
 



How do I know if the AUTOMATE YOUR BUSINESS PLAN software will work on my computer? 

Read our Technical Requirement page to find out the minimum requirements your computer must meet to effectively run our software as well as info for Mac users. 
 

Is it safe to submit my credit card information online? 

Both the Order and Download and Secure Online Order Form are secure forms that use file encryption to prevent third parties from being able to intercept your credit card information. If you are still hesitant to use these options, we also provide the Printable Order Form which you can print and mail with your check or fax with your credit card information. Also, please feel free to call in your order to: 714-544-0248. 
 

Once I download your software, how do I get it running on my computer? 

After placing your order, you will be provided with a link to download AutoBPlan.zip. Save AutoBPlan.zip to a folder on your hard drive that you will remember. Open that folder and double-click AutoBPlan.zip. WinZip or another zip utility will open the AutoBPlan.zip file. If you don't have a zip utility, you can download an evaluation version of WinZip here. Extract the 3 files in AutoBPlan.zip to a folder on your hard drive that you will remember. Open that folder and double-click AutoBPlan.exe which will begin the installation process. The Install-Shield Wizard will guide you through this process. If you follow the prompts, accepting the defaults, AUTOMATE YOUR BUSINESS PLAN will be be installed and ready to run with its own icon on your desktop.  
 

What is included with the downloadable version of AUTOMATE YOUR BUSINESS PLAN? 

The downloadable includes:
AutoBPlan.exe - the installation file for AUTOMATE YOUR BUSINESS PLAN
Qsmanual.pdf - the electronic version of our 60-page Quick Start manual
Example_Business_Plan.pdf - a complete start-to-finish example business plan
Both the manual and example business plan are in PDF format for Adobe Acrobat Reader version 5.0 or higher.

The book, Anatomy of a Business Plan, is not included in the downloadable. It is available only in printed format and is included free with our hard copy version. If you wish to order the book, you can purchase it from most major bookstores or you can order it directly from us. 
  

Your Quick Start manual and Example Business Plan are in PDF format. How do I read PDF files? 

PDF files can be read with the Adobe Acrobat Reader 5.0 or later. You may already have this program on your computer but if you don't, you can download a free copy of it here. Install Acrobat Reader, start the application, open the file "Qsmanual.pdf" and print your copy of the Quick Start Manual. 
 

What is included with the hard copy software package of AUTOMATE YOUR BUSINESS PLAN

You will receive our software program and our 60-page Quick Start manual on CD-ROM. As a bonus to those who order the hard copy of AUTOMATE YOUR BUSINESS PLAN, you will also receive a free copy of our award-winning book, Anatomy of a Business Plan.  
 

Why does the hard copy of AUTOMATE YOUR BUSINESS PLAN cost $15 more than the downloadable version? 

The extra $15 price reflects the cost of the CD, software packaging, and order fulfillment. 
 

I already own your Anatomy of a Business Plan book and would now like to order a hard copy of AUTOMATE YOUR BUSINESS PLAN. Do I still need to pay $95 and receive another copy of the book? 

If you have already purchased our Anatomy of a Business Plan book, please let us know in the "Comment" box of our Secure Online Order Form when you fill it out. We will give you a $15 courtesy discount and send the AUTOMATE YOUR BUSINESS PLAN CD (with the electronic version of the Quick Start Manual) but no book, for $80 instead of $95. 
 

Is there technical support available in case I need help with the software?

We have a technical support number that you will find in your Quick Start Manual. We also supply you with a telephone number that you can use if you have a business planning question. Our goal is to help you in any way we can to write a  business plan that will work for your company.