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!

Map

MONTHLY ROADMAP FOR SUCCESS

Use a rolling monthly projection to guide your clients toward confident, informed decisions.

Clock

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.

Star

DIFFERENTIATE YOUR PRACTICE

Gain a competitive advantage by helping your clients achieve their dreams by predicting their financial futures.

Money

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.

Parners

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.

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  • Elevate 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.

Reports

  • 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

ProjectionSmart has more for your clients.


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Books

Small Business Library

Simple explanations to complex financial concepts

Another value-add for clients interested in furthering their financial knowledge

QB

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.

AWS

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.

Take ProjectionSmart for a test run.


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Five stars

"Thank you for everything! ProjectionSmart was a great tool and an excellent learning experience! "
~ Jessica, Startup entrepreneur

Five stars

"This is a very helpful program for budding entrepreneurs!"
~ Parker, Entrepreneur

Five stars

"ProjectionSmart is an exceptional tool to help study financials and prepare projections. With little to no background in accounting, I have found this to be an amazing tool and resource for my business. It is really easy to use with excellent support if you need additional help. I would recommend this program to small business owners or anyone who seeks help in this area."
~ Stephanie, Small business owner