PROJECTIONSMART HELPS TRUSTED ADVISORS
For Your Business:
Increase client satisfaction
Differentiate your practice
Grow your revenue
For Your Clients:
Anticipate problems
Make better business decisions
Create a roadmap for success
Turn your client's backward-looking financials
into a forward-looking prediction
quickly and simply with ProjectionSmart!
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Are you a small business owner or entrepreneur?
ProjectionSmart can help you see your financial future and understand your numbers. (Learn more)
A COMPLETE A FINANCIAL PROJECTION IN JUST MINUTES!
MONTHLY ROADMAP FOR SUCCESS
Use a rolling monthly projection to guide your clients toward confident, informed decisions.
PROJECTIONS IN MINUTES
Create a complete projection with just a few clicks. ProjectionSmart does all the accounting work so you can focus on the outcomes, not the process.
DIFFERENTIATE YOUR PRACTICE
Gain a competitive advantage by helping your clients achieve their dreams by predicting their financial futures.
GROW YOUR REVENUE
Increase client satisfaction, retention, and referrals by helping your clients succeed.
ProjectionSmart is for all business advisors!
It's easy to use for CPAs, independent accountants, fractional CFOs, executive and business coaches, and financial planners.
See how easy ProjectionSmart is to use.
SPREADSHEETS NOT REQUIRED!
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Spend less time number-crunching, more time advising.
Update your client's projection each month and help them stay on top of their business.
Provide a solution to an unmet need.
The power of enterprise-level business intelligence, simplified for small businesses.
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Create a Financial Projection in 3 Simple Steps.
Follow a guided 3-step process that takes just minutes to complete:
1) Enter historical data manually or import it from QuickBooks Online,
2) Enter a simple budget, and
3) Answer a few simple questions.
ProjectionSmart automatically performs the accounting calculations for you.
Need to make a revision? The website updates projections in real-time.
Ditch your spreadsheet!
Save time with ProjectionSmart's easy-to-use process for creating and maintaining financial projections. No need to create a model in a spreadsheet. We do the accounting for you and give you all the reports and graphs you need to share with your clients.
Save time over creating your own spreadsheet
Automated calculations - no Excel formulas
No worries about spreadsheet errors
Especially useful for advisors who don't have an accounting background
See the financial future in 3 simple steps.
Easy-to-Understand Reports and Graphs
Demystify financial issues for your clients with ProjectionSmart's compelling reports and graphs.
Key Metrics Graphs: Compare your projection to the prior year on key financial metrics
Projected Cash Flow Statements: Show your clients how much cash they'll have, month by month
Projected Income Statements: Help clients make decisions based on future profit
Projected Balance Sheets: Show clients how their decisions will affect their balance sheet
Useful for all trusted advisors
Your client counts on you for the right advice, and ProjectionSmart helps you give them better financial guidance. We make it easy -- you don't need an accounting background to use ProjectionSmart.
See how easy ProjectionSmart is to use.
TRY FOR FREE BUY NOWElevate the guidance you give your clients
Our 3-step process is easy to follow
Tool tips explain accounting in simple terms
Lots of in-app help
Manage multiple clients
Produce projections as part of your monthly financial package
Collaborate with your clients online with ProjectionSmart, or create projections for them
Add to the value you provide your clients
Manage multiple clients from your personalized, secure ProjectionSmart account. (Learn more)
Collaborate with your clients online or prepare client projections yourself. Either way, you add value.
Model different business scenarios
Use ProjectionSmart to compare different scenarios for your clients to demonstrate financially how today's decisions will affect tomorrow's outcomes. Give your clients the peace of mind that comes from a solid financial plan that weighs all options.
Give your clients a financial basis for their business decisions
No more acting on gut instinct!
Financially model different scenarios
Take the guesswork out of decision making
Differentiate your practice & gain a competitive advantage & happy clients
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Create Client Business Plans
With the ProjectionSmart Proof PlanTM, you can help clients write a business plan by answering the 21 questions most commonly asked by business investors. Export the answers into your favorite word processing software. Pair it with financial projections from ProjectionSmart for a robust business plan that's sure to wow bankers and investors.
The Proof Plan + ProjectionSmart = business plan success
Satisfy the most common investor concerns and showcase your clients' business prospects
Help clients acquire the funding they need to grow their business
Small Business Library
Simple explanations to complex financial concepts
Another value-add for clients interested in furthering their financial knowledge
Web app with QuickBooks Online integration
ProjectionSmart can be accessed any time, no matter where you are.
ProjectionSmart is integrated with QuickBooks Online to simplify the projection process.
Secure login and data storage
Protect your clients' sensitive data with security provided by Amazon Web Services
We built ProjectionSmart to help small businesses.
We are small business managers, owners and entrepreneurs who have spent our careers managing and starting and building businesses. Like you, we are passionate about small business and want to help small businesses succeed.
Most small business people do not have a background in finance or accounting, so they turn to their trusted advisors for financial advice. ProjectionSmart gives you a powerful yet simple tool for financial projections to improve your client satisfaction and grow your business.