Case Study: Ox & Fin achieves better financial visibility with LivePlan

Uses LivePlan’s Scoreboard feature to manage the company’s financial metrics and make informed decisions

Ox and Fin, a food service restaurant in Eugene, Oregon, faced thin margins, rising costs, and declining sales as it struggled to turn profitable. The team needed a better way to manage the business by the numbers, and they turned to LivePlan’s Dashboard feature to track financial metrics and make more informed decisions.

LivePlan helped Ox and Fin sync with QuickBooks Online to compare projected and actual income and expenses, view charts and graphs anywhere, and share read-only financial data with staff. With LivePlan, the restaurant identified its highest costs, adjusted operations, and responded quickly when profit margins dipped; as a result, 2014 revenue rose 32% year over year, and the business reported its first close-to-breakeven performance.

Ox and Fin

Rick Montoya

Partner